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Feb 2024
10m 28s

Roses are red, violets are blue, you may...

Insights, strategies, and innovations for smarter trading
About this episode
The market has been very quick in swallowing and digesting this Tuesday’s less than ideal inflation data from the US. Yields and the USD retreated, stocks rebounded. Tech led the rally. But the rate cut expectations are being scaled back in the US, and a further appreciation in the US dollar could also get the other central bank doves on their knee ... Show More
Up next
Today
Let’s get moving to inflation hedges!
European markets are on edge as rising US tariffs collide with hopeful trade negotiations with the EU. But optimism elsewhere fade as the latest tariff pause expires and President Trump threatens no extensions beyond August 1. Meanwhile, a surprise 50% levy on copper has sent COM ... Show More
10m 27s
Yesterday
Tariffs, inflation, debt risks are everywhere – but markets don’t blink
Markets are brushing off 25–40% tariffs like they’re just minor annoyances. But the US is back to tariff warfare, inflation is knocking, repatriation risks from Japan are rising — and yet, equities barely flinch. The S&P 500 is near ATH levels, the Nikkei rebounds, and the Stoxx ... Show More
11m 15s
Jul 7
OPEC brings more oil to the market, as Trump’s tariff deadline approaches
The week starts with renewed pressure on oil prices as OPEC decided to ramp up its production restoration plans by announcing an additional 548,000 barrels per day—well above the 411,000 increase expected, and renewed pressure on risk appetite as the July 9th deadline approaches ... Show More
10m 42s
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