In today’s podcast, I recap the recent inversion of the US treasury curve and how this is impacting my current outlook for global markets. I dive into the recent wild movements in the Japanese yen, commodity pricing, and my favorite trades. These markets are wild! Thanks for listening.
Oct 2023
EPPY 101: A Castle Made of Sand.
On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!
28m 36s
Apr 2025
Chute du dollar US, point de situation et perspectives | Fast & Forex | Swissquote
Chute du dollar US, l’analyse technique avait tout anticipé !
00:00 Le dollar US a sombré sur le FX
06:00 Chute du dollar US, l’analyse technique avait tout anticipé !
09:23 Dollar US (DXY), positionnement institutionnel et point technique
15:49 La dette US et la volatilité de Wa ... Show More
24m 16s
Jul 2024
UBS On-Air: Paul Donovan Daily Audio 'Spending real money'
Yesterday’s second quarter US GDP release showed the US consumer is alive and well, and spending money. Some of the GDP data reflected a bounce back from the first quarter. Today’s personal income, consumption, and deflator data offers more insight into the direction of travel. I ... Show More
2m 33s
Jul 2024
Can the US consumer stay strong?
The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spend ... Show More
21m 58s
Sep 2024
Peter Schiff: Act NOW to Avoid Debt and Dollar Debacle
Crushing government debt. A deepening recession. A collapsing US dollar. Chaos in the financial markets. It could soon be headed your way. But all is not lost, either. Target the right commodities, stocks, and markets, and you won’t just come out relatively unscathed. You’ll have ... Show More
21m 36s
Aug 31
Janet Yellen on Trump’s ‘very dangerous’ Fed moves
President Tump's goals for the Fed are 'very dangerous,' warns Fmr. Fed Chair & Treasury Sec. Janet Yellen. The financial system is “like the plumbing in your house,” says Yellen. “You don’t think about it most of the time. It’s important that it works,” but you're very “aware of ... Show More
41m 55s
Mar 2025
Les institutionnels sont passés baissiers sur le dollar US | Fast & Forex
Dollar US, les institutionnels sont désormais net vendeurs !
00:00 Le Dollar US est la devise la plus faible du FX en 2025
08:02 Dollar US, les institutionnels sont désormais net vendeurs !
14:08 Dollar US (DXY), EUR/USD et YEN, point technique
18:02 Dollar US VS Yuan Renminbi, u ... Show More
23m 5s