Animal Spirits Running Loose

Alf and Brent discuss the recent soft CPI print and the state of the US labor market. They highlight the odds of a dovish Fed pivot, and what that might entail for markets. Transcript: https://www.spectramarkets.com/tmtf-transcript-11jun25/ 

Alf and Brent discuss recent market developments with a focus on the ''big beautiful bill'' that Republicans are trying to pass in the House and Senate. The initial estimate suggest new tax cuts would increase US budget deficits by about $500bn per year for the next decade. Will ... Show More

Alf and Brent discuss the reflexivity bias: now that the S&P500 is rallying again, investors are keen to talk about AI Capex driving indexes higher - where were they when we hit 4,800? Always be aware of your negative and positive biases. The duo also discusses recession odds and ... Show More

US markets brace for a dip as rate cut euphoria fades, while global central banks stand firm in a week of steady rates and measured moves. Investors eye Japan's monetary tightening and China's market maneuvers amid corporate shake-ups and triple witching volatility. 

Japanese PM Ishiba’s gamble to call a snap election backfired yesterday, as Japan’s ruling party lost its majority in a general election amid political scandals and soaring inflation. The Japanese yen is plunging and stocks are surging on the news. As investors turn their attenti ... Show More

Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep their key ... Show More

Jan 31, 2025 – Curious how AI, rising rates, and political shifts are reshaping markets? Join Jim Welsh at Macro Tides and Financial Sense Newshour's Jim Puplava as they dive into the hit to big tech stocks this week, the ripple effects of China’s AI... 

Slow job growth in the U.S. and interest rate cuts in Japan triggered a global stock market sell off on Monday. WSJ’s Nick Timiraos breaks down how it happened, what it says about the economy, and what it means for the Federal Reserve’s long-term goal of a soft landing. Further L ... Show More

Following the powerful rise of the Japanese yen and the shortfall in US payroll growth, the IBKR Podcast team dissects the global stock market’s panic sell-off in search of capitulation.   

Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? Why ... Show More

The conversation discusses the implications of the recent market volatility on precious metals, particularly gold and silver. The guest, Alan Hibbard from GoldSilver.com, explains that during times of volatility and risk in the market, investors tend to gravitate towards gold and ... Show More

Jan 31, 2025 – Did you know that gold is up and hitting new all-time highs against nearly every world currency? Chris Puplava, CIO of Financial Sense Wealth Management, delves into the causes of recent market volatility, from the tech... 

In the midst of recent market volatility, many investors are seeking safe havens for their money. Cue the handy-dandy certificate of deposit, which is currently giving guaranteed returns of 4% or 5% at many financial institutions — but that may change when the Federal Reserve cut ... Show More