Investors cautious as spotlight falls on US i...

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

August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ...  Show more

Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ...  Show more

This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ...  Show more

On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity. With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportuni ...  Show more