Straight Forex Makes the World Go 'Round

Straight Forex Makes the World Go 'Round

The Institute for Supply Management reported today that its services index ticked up to 56.9 in August from 56.7 in July, expanding for the 27th consecutive month and catalyzing a “good news is bad news” leg of the recent equity selloff. It looks like investors are pricing in a higher probability of a 75-basis-point rate hike when the Federal Open Market Committee meets in two weeks. The U.S. dollar is pushing out to multi-decade highs against multiple counterparts, including the Japanese yen and the euro. And the greenback is at all-time highs against the British pound, as the new U.K. Prime Minister Liz Truss steps into Number 10 as well as a raging energy crisis. And with the People’s Bank of China taking more aggressive steps to defend the yuan against depreciation, now is a good time to understand what’s happening in foreign exchange markets. Weston Nakamura, Real Vision’s man on the ground in Asia, joins Maggie Lake to talk about what we can learn from forex, perhaps the purest market on the planet. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2080)

Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain wea...

2 Feb 33min

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets were hit with a surge of volatility after President Trump confirmed Kevin Warsh as his nominee for Fed Chair, raising fresh uncertainty around U.S. monetary policy. The VIX jumped as much as 1...

30 Jan 8min

Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

29 Jan 6min

Trading the Markets: January 28, 2026 | Kris Bullock and Nico Brugge

Trading the Markets: January 28, 2026 | Kris Bullock and Nico Brugge

🔥 Get FREE ACCESS to Real Vision: https://rvtv.io/4lRykex Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking que...

28 Jan 33min

Mag7 Earnings, AI Stock Surge, Gold at Record Highs, and Crypto Momentum: PALvatar Market Recap, January 28 2026

Mag7 Earnings, AI Stock Surge, Gold at Record Highs, and Crypto Momentum: PALvatar Market Recap, January 28 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

28 Jan 7min

Global Stocks at Record Highs, Fed Meeting Ahead, and Commodities Outperform Crypto: PALvatar Market Recap, January 27 2026

Global Stocks at Record Highs, Fed Meeting Ahead, and Commodities Outperform Crypto: PALvatar Market Recap, January 27 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

27 Jan 5min

Yen Surges, Gold Hits $5K, and Markets Brace for the Fed: PALvatar, Monday January 26, 2026

Yen Surges, Gold Hits $5K, and Markets Brace for the Fed: PALvatar, Monday January 26, 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . Currency Moves, Gold Breakouts & Fed Watch Crypto Gathering 2026 is in the rearview—what a wild ride. As the community heads home (throug...

27 Jan 4min

Rates, Risks, and Reality | Macro Mondays: Jan. 26, 2026 ft. Andreas Steno & Mikkel Rosenvold

Rates, Risks, and Reality | Macro Mondays: Jan. 26, 2026 ft. Andreas Steno & Mikkel Rosenvold

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF. Mikkel Rosenvold, partner and head of geopolitics at Steno Research, breaks down the latest forces driving global markets with insights from ...

26 Jan 17min

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