MM #189 – Stocks rises are mostly Fed-fueled but this is not QE
Stocks continue rising and ignoring depressing news. The Federal Reserve is the primary driver....
26:23
MM #189 – Stocks rises are mostly Fed-fueled but this is not QE
Stocks continue rising and ignoring depressing news. The Federal Reserve is the primary driver....
26:23
MM #188 – Is Europe dragging the global economy down? A virtual tour of the world
After a hiatus, Lior Cohen and Yohay Elam return with a virtual tour around the world, kicking...
25:31
MM #187 – How bad is the global slowdown? Examining the three main economies
Everybody is talking about the global slowdown. Central banks all over the world have responded,...
19:17
MM #186 – Are markets too optimistic on the Fed, China, and Brexit?
After a dark December, markets have become calm and optimistic about everything. IS this positive...
27:43
MM #185 – What to expect from the Fed, trade, and the Brexit saga
The most powerful central bank is set to raise rates but there is a lot of uncertainty....
32:53
MM #184 – Are stocks free falling or is it a buying opportunity?
US stocks are falling from the highs and are officially in correction territory. But are the...
23:36
MM #183 – Too hot or too cold? The world is watching the Fed
IS the Fed’s policy hawkish or dovish? We dive into the US economy and the central bank’s policy...
30:56
MM #182 – Brexit summer blues, trade troubles
Who said August was boring? We start with an update on Brexit where a deal doesn’t seem so likely...
37:39
MM #181 – Festive Fed, Dovish Draghi, and a global trade war
Markets are on the move and we tackle the main topics head on the Fed’s hawkish hike, the...
47:46
MM #180 – Truce in trade and dollar domination
We start with an update on the trade war between the US and China, continue to the strength of...
24:41
MM #179 – Stormy times ahead or just a moderation?
We start by examining the Fed decision, slide into the US economy and its recent hiccups and this...
23:31
MM #178 – Is inflation rearing its ugly head? Oil is on fire
We start by examining the recent signs of rising inflation in the US, continue with one factor...
19:37
MM #177 – Volatility venting and Brexit can-kicking
We start by giving an update on some progress in Brexit before moving to the high volatility...
26:51
MM #176 – Fed Day and Underwhelming Oil
All eyes are on the Fed and we start from Powell’s first decision and continue to talk about...
26:17
MM #175 – The Powell Power Play
Fed Chair Jerome Powell is the star of our show after his first testimony and ahead of his first...
23:08
MM #174 – Crumbling correlations and vulnerable volatility
The action continues in markets with significant moves in all assets. However, this volatility...
25:30
MM #173 – Volatility is back with a vengeance and the perky pound
Markets are rocking and rolling with high volatility coming back. We analyze what’s going on...
24:24
MM #172 – When everything sells off, where is the money going to?
The US jobs report was quite good with a significant rise in wages, m/m, and y/y. Is this the...
21:59
MM #171 – Dollar downfall and America’s economy
The dollar has been falling for quite sharply and we explain why. It’s not the US economy: we...
22:02
MM #170 – Oil on a roll and some bitcoin bashing
Oil prices are on the move, reaching new highs. We begin with diving into what happened and...
39:36