About this episode
Yesterday
Gold sinks, dollar climbs on rumours about Trump’s Fed pick
Send us a textTrump is expected to announce new Fed chair nomination today. Former Fed Governor Kevin Warsh is reported to be surprise pick. Gold skids, dollar jumps as Warsh not seen as dovish as other contenders. Stocks steadier on Apple earnings following volatile session on W ... Show More
5m 12s
Jan 29
Dollar stays pressured despite Fed’s hawkish hold, gold surges again
Send us a textFed holds rates, citing improving economic outlook, but dollar littlechanged. Gold leads ongoing rally in commodities amid Iran tensions. S&P500 tops 7,000 but AI spending spree limits gains from tech earnings beats.Risk Warning: Our services involve a significant r ... Show More
5m 25s
Jan 29
Explore the AI Trading Revolution Happening in 2026 – XM Live Education
Send us a textElevate your trading with 60+ live shows! Watch XM Live Education, Monday to Friday, from 7:00–16:00 GMT (winter time) / 6:00–15:00 GMT (summer time) 👉 https://bit.ly/3V7UApZ. AI in trading – a bubble or a tool? 🗣️ Join our exclusive interview with Marios Hadjikyr ... Show More
37m 44s
Sep 2023
Economic stimulus from China boosts equities
<p>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 2023
The strong US dollar gets stronger
<p>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
Aug 2023
US bond yields rose to their highest since 2007
<p>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
Aug 2022
Mike Wilson: The Increasing Risks to Earnings
4m 18s
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
Jun 2022
MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
<p>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</p><br><p>We discuss the market fa ... Show More
37m 7s
Sep 2022
Andrew Sheets: The State of Play in Markets Globally
3m 26s
Oct 2022
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ... Show More
1h 10m
Oct 2022
Mike Wilson: The Problem with the U.S. Dollar
4m 22s
Send us a text Dollar strengthens on ADP and US debt downgrade. ISM non-mfg. PMI the next test for dollar traders. BoE expected to hike by 25bps; Will it sound hawkish? Wall Street slumps after US rating cut. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please consider our Risk ... Show More
<p>With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More
<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
