Dovish ECB Roils Markets – Ep. 363
ECB Announces Dovish Tightening The big market-moving central bank announcement this week was not the Fed. They came out with their so-called "hawkish hike", but yesterday, the ECB came out and they ...
16 Jun 201836min
Fed’s Inflation Victory Is a Loss for Consumers – Ep. 362
Fed Raises Rates for the 7th Time The Federal Reserve raised interest rates today. I think this is the 7th rate hike. Six of these rate hikes have now taken place since Donald Trump was elected; five...
14 Jun 201851min
Tariffs Did Not Cause U.S.Trade Deficits – Ep. 361
Market Movers: Singapore Summit We've got a lot of potentially market-moving events going on this week; we've got the Summit which I think is getting underway this evening with North Korea's President...
12 Jun 201846min
Time to Fade the Short EM Trade – Ep. 360
Focusing on Emerging Markets I'm going to spend most of today's podcast talking about what is going on in the emerging markets, in the currency market and in the stock markets; what the speculators ar...
9 Jun 201837min
Special Privileges for Some Means Freedom for None – Ep. 359
Current Events Not much has been going on in the economy or the financial markets the last couple of days. Its been pretty quiet, so I'm going to take an opportunity to record a podcast more on curr...
6 Jun 201849min
Jobs Report Feeds Delusional Economic Narrative – Ep. 358
Jobs Friday Today is the first day of June and it's also jobs Friday. But before we get to the always highly-anticipated nonfarm payroll number, I want to talk about some of the economic data that cam...
2 Jun 201838min
Ep. 357: Populism a Bigger Problem in the U.S. Than Italy
Economy Slowing Down We got quite a bit of economic data that was released today, pretty much all of it confirming what everybody seems to be denying, and that is that the U.S. economy is, in fact, sl...
31 Mai 201845min
Ep. 356: Oil, Bonds, Currencies, Tariffs & Guns
Biggest Move in Crude Oil Not much action today in the stock markets on this Friday before a 3-day Memorial Day holiday weekend. The action was really in the oil markets, the bond markets and the for...
26 Mai 201839min
