MM #189 – Stocks rises are mostly Fed-fueled but this is not QE
MM #189 – Stocks rises are mostly Fed-fueled but this is not QE
Stocks continue rising and ignoring depressing news. The Federal Reserve is the primary driver. We explain what the Fed ... Read more
19 Feb 2020
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MM #188 – Is Europe dragging the global economy down? A virtual tour of the world
MM #188 – Is Europe dragging the global economy down? A virtual tour of the world
After a hiatus, Lior Cohen and Yohay Elam return with a virtual tour around the world, kicking off in Germany and encomp... Read more
14 Jan 2020
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MM #187 – How bad is the global slowdown? Examining the three main economies
MM #187 – How bad is the global slowdown? Examining the three main economies
Everybody is talking about the global slowdown. Central banks all over the world have responded, but also governments ne... Read more
20 Apr 2019
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MM #186 – Are markets too optimistic on the Fed, China, and Brexit?
MM #186 – Are markets too optimistic on the Fed, China, and Brexit?
After a dark December, markets have become calm and optimistic about everything. IS this positive sentiment justified? W... Read more
7 Feb 2019
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MM #185 – What to expect from the Fed, trade, and the Brexit saga
MM #185 – What to expect from the Fed, trade, and the Brexit saga
The most powerful central bank is set to raise rates but there is a lot of uncertainty. Uncertainty also dominates trade... Read more
14 Dec 2018
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MM #184 – Are stocks free falling or is it a buying opportunity?
MM #184 – Are stocks free falling or is it a buying opportunity?
US stocks are falling from the highs and are officially in correction territory. But are the bears in full control? We a... Read more
29 Oct 2018
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MM #183 – Too hot or too cold? The world is watching the Fed
MM #183 – Too hot or too cold? The world is watching the Fed
IS the Fed’s policy hawkish or dovish? We dive into the US economy and the central bank’s policy which impacts global ma... Read more
17 Sep 2018
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MM #182 – Brexit summer blues, trade troubles
MM #182 – Brexit summer blues, trade troubles
Who said August was boring? We start with an update on Brexit where a deal doesn’t seem so likely and continue with esca... Read more
12 Aug 2018
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MM #181 – Festive Fed, Dovish Draghi, and a global trade war
MM #181 – Festive Fed, Dovish Draghi, and a global trade war
Markets are on the move and we tackle the main topics head on the Fed’s hawkish hike, the pessimism from the ECB, and th... Read more
19 Jun 2018
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MM #180 – Truce in trade and dollar domination
MM #180 – Truce in trade and dollar domination
We start with an update on the trade war between the US and China, continue to the strength of the US Dollar and preview... Read more
22 May 2018
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