Ep. 16A - Trump-Kim Round II + Brexit: Another Referendum?
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President Trump is set to meet with North Korean Leader, Kim Jong-Un. Will this relationship translate into peace and prosperity – let’s all hope. This would be a great thing for the world. In a blow to the people’s vote – is the UK setting up for a 2nd referendum?
Going across the pond we want to take a look at the current state of the Brexit negotiations, or lack thereof. We also take a look at rising populism the world over with a focus on the French Yellow Vests and their discontent with French and EU bureaucrats.
Ep. 13B - Fed Minutes: Are We Running Out of Ammunition?
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The Fed released their minutes from their January meeting. As expected, they’ll continue their wait-and-see approach with regards to the data. Should they embark later in the year on another round of QE, will it be effective? We discuss…
Ep. 10B - Market Risks for 2019 + A Stock Market in Oz
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We continue our discussion on some of the largest risks facing the global markets in 2019. In what can only be described as a market in Oz, the US markets continued their ascent despite recently released data that points to a not-so-rosy picture ahead.
Ep. 9B - Retail Sales Decline: More Bad News to Come?
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Markets dropped on the back of a weaker than expected retail sales report. One in which declines were last seen during the Great Recession. This follows a record of 90+ days past due on auto loans. How strong is the US consumer truly? We discuss…
A look at a list of 30 market risks from Deutsche Bank and how likely they are and how they’ll play out over 2019. Will these global risks come true or is it all just a bunch of noise? Trade deadline is 1 March 2019: no, wait a minute, it might get a 60-day extension, unbelievable (not really) – stay tuned!
US/China Trade talks continue and with it, so does the volatility seen in the global markets. Markets are more and more driven by headlines as opposed to the dismal economic readings, as many are hanging onto hope for something positive from these talks. Additionally, the Brexit drama continues, and global central banks become the dove.
As the March 29th deadline edges closer, there’s still no sign of a deal from UK Prime Minster May’s government and EU leaders. Will this mean a no-Brexit is going to happen? Take a listen and hear our report.