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
FOMC Is Far More Dovish Than the Minutes Imply – Ep. 355
Markets Rallied on Fed Minutes Interpreted as Dovish Earlier today we got the release of the latest Federal Open Market Committee minutes and before the minutes came out (they come out at 2pm Eastern ...
24 Mai 201838min
Trade War Ends Before It Begins – Ep. 354
Solid Gains Today in the Major Stock Market Averages We had solid gains today in the major stock market averages; the DJIA putting in the largest percentage gain, just over 1.2% or 298 points. I thin...
22 Mai 201835min
Bond Breakdown Gathers Momentum – Ep. 353
Las Vegas to Vancouver to Las Vegas I'm recording today's podcast from my hotel room in Vancouver, Canada. I'm up here for a couple of days at the 2018 Vancouver Resource Investment Conference and ac...
16 Mai 201840min
