logo
episode-header-image
Sep 2023
4 m

Stocks roll over as US yields climb to n...

XM.COM
About this episode
Send us Fan Mail Mayhem in US bond market spills over into stocks. Dollar struggles to advance despite soaring yields. Sterling sinks on BoE decision, yen retreats after BoJ. 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 Disclosure: https://www.xm.com/got ... Show More
Up next
Yesterday
Oil remains in the driving seat as dollar gains persist
Send us Fan MailDollar gains linger as hawkish Fed keeps FX in check. Oil prices remain elevated; headline risk to influence risk appetite. Hawkish BoJ hike fails to satisfy yen investors; dollar/yen climbs. Equities rebound on the back of lower oil prices and sovereign yields.Ri ... Show More
4m 31s
Yesterday
September flash PMIs take centre stage
Send us Fan MailAll eyes will be on September flash PMI data from the Eurozone, UK and US this week, with traders watching for fresh clues on economic growth and interest-rate expectations. We also cover Australian jobs data, the SNB rate decision, the Trump-Xi meeting and oil pr ... Show More
3m 11s
Sep 17
Fed delivers hawkish hike, dollar rallies but gold recovers
Send us Fan MailFed hikes as expected, signals more to come. Dollar surges as yield curve flattens, gold slips but recoups losses. Attention turns to Bank of England, pound on the backfoot. Oil prices decline on signs of easing Middle East supply disruptions.Risk Warning: Our ser ... Show More
5m 18s
Recommended Episodes
Oct 2023
The increasingly odd bond market
<p>The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our p ... Show More
18m 22s
Apr 2025
Uncertainty and volatilty and confusion
Major indexes on Wall Street are highly volatile this morning after conflicting messages from the Trump administration over global tariffs. At first, there appeared to be word of a potential tariff pause under consideration at the White House; that sent stocks briefly skyrocketin ... Show More
7m 48s
Apr 2025
Markets Rattled By Tariff Latest… And If There’s More Downside Ahead 4/7/25
<p>The market sell-off rolls as the major indices whipsaw to start the week. How the latest tariff headlines are swinging stocks, and what an additional 50% tariff on China will mean in the trade war. We break down the threats, reactions, and strategy for navigating the volatilit ... Show More
43m 48s
Apr 2025
Some calm has come back to financial markets
Overseas stock markets and U.S. stock index futures are showing an upward move in prices today, and volatility is down in sharp contrast to yesterday morning. Yesterday’s rollercoaster ride resulted from false information about a potential tariff pause. Some $2.5 trillion went in ... Show More
9m 28s