Dollar extends its gains, BoE enters the lime...

Send us Fan MailNo light at the end of the Middle East talks tunnel; oil prices remain dangerously high. US equity markets are shielded by Nvidia earnings expectations, ignoring elevated yields. Disappointment from Nvidia results and FOMC minutes could trigger a broader correctio ...  Show more

Send us Fan MailMiddle East negotiations continue to dominate market sentiment. Elevated oil prices and Treasury yields cast a shadow over equities. A strong market decline could force Trump’s hand; could Nvidia earnings trigger it? Dollar/yen reached ¥159, fresh intervention is ...  Show more

After US labour market data drove up stock prices on Friday, today it is China and its government's measures intended to prop up its ailing economy that are driving market sentiment. In commodities, oil prices are trading at levels last seen in November on fears over supply cu ...

The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and traders are getting used to the idea that US interest rates will be “higher for longer.” Today on the show, we look at the greenback’s continuing strength and try to understand h ...

Higher bond yields in developed markets are spooking equity markets, but some on the bond side see the higher yields as too attractive to miss out on. Services prices in Japan rose at the fastest annual rate since 1993. China is pushing hard against a weaker yuan. Bitcoin drop ...

With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.

-----Transcript-----

Welcome to Thoughts on the Market. I'm Mike Wilson, ...