Apr 17

Focus remains on Middle East peace talks, yen slides

Send us Fan MailDollar and oil rebound on uncertainty surrounding US-Iran talks. Yen falls as BoJ Gov. Ueda avoids hints of April rate hike. Wall Street rises at slower pace, Netflix tumbles as co-founder resigns. Gold trades quietly as traders await new Iran-related headlines.Ri ... Show More

3m 55s

Apr 16

US equities surge to new record highs, while the dollar decline pauses

Send us Fan MailMajor US stock indices post new all-time highs, but is this rally maskingdeeper concerns? Progress is made in US-Iran negotiations as oilstabilizes above $90. Dollar weakness pauses, gold fails to decisively rally,and the Dow Jones 30 index lags. Numerous central ... Show More

4m 53s

Apr 15

Dollar extends slide, stocks rally as ceasefire optimism persists

Send us Fan MailUS-Iran truce hopes and PPI miss boost Fed cut bets. Dollar extends fall against all other major currencies. Yen the second biggest loser in line on reduced BoJ hike bets. Stocks reflect ceasefire optimism, gold gains some ground as well.Risk Warning: Our services ... Show More

4m 8s

Mar 2022

MM058: Russian default risk recedes & is President Xi in trouble?

In this episode, Piers and I catch up on what has been another busy week in markets where global stocks are on course for their best week since November 2020. We catch-up on the latest news on Ukraine, where reports midweek suggested Ukraine and Russia have made sign ... Show More

1h 7m

Jun 2022

MM070: Biggest Fed rate hike since 1994. But are they making a mistake?

Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022 We discuss the market fa ... Show More

37m 7s

Sep 2023

The strong US dollar gets stronger

The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and traders are getting used to the idea that US interest rates will be “higher for longer.” Today on the show, we look at the greenback’s continuing strength and try to understand h ... Show More

13m 19s

May 2018

Euro Weakness vs. Dollar Strength with Rosenberg

Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade d ... Show More

35m 25s

Aug 2023

US bond yields rose to their highest since 2007

Higher bond yields in developed markets are spooking equity markets, but some on the bond side see the higher yields as too attractive to miss out on. Services prices in Japan rose at the fastest annual rate since 1993. China is pushing hard against a weaker yuan. Bitcoin drop ... Show More

12m 44s

Feb 2023

There's No Bull Case For Risk Assets

On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no landing? As the U.S housing market drops the most since 2008, will the economy be a ... Show More

37m 50s

Sep 2023

Economic stimulus from China boosts equities

After US labour market data drove up stock prices on Friday, today it is China and its government's measures intended to prop up its ailing economy that are driving market sentiment. In commodities, oil prices are trading at levels last seen in November on fears over supply cu ... Show More

10m 18s

Sep 2022

Andrew Sheets: The State of Play in Markets Globally

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? -----Transcript----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More

3m 26s

Biden and McCarthy agree to raise US deb...