logo
episode-header-image
May 2020
4m 7s

Stocks soar ahead of worst NFP ever on b...

XM.COM
About this episode
Send us Fan Mail US nonfarm payrolls today will be a horror show, but will markets care? Stocks set for more gains on trade news and bets Fed will cut to negative. Dollar and yen retreat amid risk-on mood, but losses limited. Commodity currencies climb, loonie eyes its own jobs report. Risk Warning: 73.57% of retail investor accounts lose money when trading ... Show More
Up next
Yesterday
Fed hike bets support dollar, yen falls to multi-decade low
Send us Fan MailDollar supported by Fed hike expectations after JOLTS data. Yen falls to 40-year low as Fed-BoJ divergence intensifies. US equities rise on strong data, gold weakens on higher yields. Oil remains indifferent to geopolitical risks. Risk Warning: Our services involv ... Show More
4m 19s
Jun 30
Risk appetite holds firm as key data take centre stage
Send us Fan MailImproved risk appetite ahead of a fresh US-Iran meeting in Qatar; oil stabilizes. Month-end rebalancing flows and the first batch of US data in focus. Euro and yen underperform, partly on negative football results; pivotal German CPI print today. Dollar/yen climbs ... Show More
4m 52s
Jun 29
US data and Fedspeak take centre stage as dollar holds firm
Send us Fan MailUS-Iran fresh hostilities end; meeting scheduled for tomorrow as oil is little-changed. Month-end and quarter-end rebalancing flows could amplifyvolatility ahead of Thursday's US jobs report. The US dollar is supported,while US equity indices seek direction; Fed W ... Show More
4m 40s
Recommended Episodes
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
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
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
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
Aug 2022
Mike Wilson: The Increasing Risks to Earnings
tail spinning
4m 18s