Send us Fan Mail It is a very quiet week in terms of events, as trading winds down for the holiday season. This implies that liquidity may be in short supply, setting the stage for some explosive moves if there is any breakthrough in the Brexit crusade or the US stimulus saga. Overall, markets are set to end a crazy year on an incredibly optimistic note, wit ... Show More
Apr 20
Friday’s optimism fades as Middle East uncertainty returns
Send us Fan MailGeopolitical risks remain elevated, with US-Iran talks and the ceasefire in focus. Markets reassess Friday’s exuberance as the Strait of Hormuz closes again. Dollar strengthens, oil rises, but moves are relatively measured; gold struggles again. Attention shifts t ... Show More
4m 33s
Feb 2023
There's No Bull Case For Risk Assets
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no landing? As the U.S housing market drops the most since 2008, will the economy be a ... Show More
37m 50s
Mar 2022
MM056: Oil will never trade below $90 again, here's why!
<p>After a week off the desk, it's great to be back with co-founder and head of trading Piers Curran to discuss what's been happening in markets this week.</p><br><p>We take a deep-dive into the latest news on Russia, where ongoing fighting has resulted in the biggest weekly incr ... Show More
1h 5m
<p>There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More