Who will move first – the ECB or the Fed?

Unrest in France has escalated from student protests to broader concerns about public finances and long-term growth, putting French assets under pressure and raising questions about potential contagion across Europe. Investors are now assessing which sectors and asset classes are ...  Show more

Markets are digesting a major ECB surprise as Christine Lagarde announces her early departure while keeping the door open to another rate hike. Meanwhile, investors are rotating out of technology despite resilient US growth, with Alphabet, Amazon, and Intel all under pressure. We ...  Show more

Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of 0.2%. In today’s show, Maggie Lake is joined by Spectra Markets’ president Brent ...  Show more

Markets have rallied almost 11 percent in November, in part on expectations that the Fed is done raising rates. Today on the show, we look at the Fed’s likely pause and how investors are responding. Also we go long Goldman Sachs CEO David Solomon as a DJ. And we make a daring ...

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ...  Show more