Send a text A central bank extravaganza lies ahead in the first half of December. The ball will get rolling with the Reserve Bank of Australia and the Bank of Canada next week, both of which are expected to raise interest rates again, albeit at a slower pace. Meanwhile in America, business surveys and producer prices will shape expectations around Fed policy ... Show More
Mar 4
Dollar takes a breather while oil ignores Trump proposal
Send a textMiddle East newsflow monopolizes market moves; oil rally persists. Dollar rally pauses, potentially opening the door to a small risk-on reaction. Gold volatility spikes after $380 swing, as buyers enter at the $5,000 level. Key US data release today; dollar/yen rally p ... Show More
4m 35s
Mar 2022
Andrew Sheets: A Different Story for Global Markets
<p>While the U.S. continues to see high valuations, rising inflation, and slow policy tightening, the story is quite different for many markets outside the U.S.</p><p><br></p><p><em>Important note regarding economic sanctions. This research references country/ies which are genera ... Show More
2m 58s
<p>There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More
<p>With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react up for debate.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welc ... Show More
