Today, a run down the gauntlet of risks that this market has to navigate in the coming two weeks, from earnings and US data to geopolitics and other factors as we fret that a reasonable consolidation at minimum is imminent, and even if it isn't, would further destabilize the course of future returns. A discussion of Meta reporting today, Novo Nordisk's profi ... Show More
Feb 2025
Week Ahead: Fed minutes, RBA and RBNZ decisions in focus
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>After Powell and CPI data, dollar traders turn to Fed minutes. RBA to cut rates by 25bps, focus on forward guidance. RBNZ may opt for a third consecutive 50bps ra ... Show More
8m 26s
Sep 26
Economic Reacceleration or Growth Scare? | Weekly Roundup
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ... Show More
1h 7m