John Rubino – Inflation Crosscurrents and Central Bank Around The World Only Starting To Tighten Now
Marc Chandler – Multi-Year Relationships and Patterns That Have Been Turned On Their Head; Currencies, Central Bank Policies, Gold, and US vs China Economies
Some of the key differences this year from the past couple years include lagging currencies starting to get a buy, emerging markets also starting to rise, gold trending higher and central banks changing course on monetary policies. We then look ahead to next week which includes the fed meeting.
Craig Hemke – Is The Fed About To Make A Policy Mistake That Roils Markets Later This Year?
Craig Hemke, Founder and Editor of TF Metals Report, joins us to discuss his general outlook on how Fed policy will affect interest rates, the…
US markets weakness – Technical factors, Central Bank Meetings, China, and Big Tech
Joel Elconin, Co-Host of the Benzinga Pre-Market Prep Show joins me to share his thoughts on the US market weakness that is now in the…
Axel Merk – Market Liquidity, Currency Markets and Central Bank Meetings, and Metals
Axel Merk, CIO of Merk Investments joins us to share his thoughts on a wide range of markets. We start big picture with a discussion…
US market weakness picking up steam… Is this the correction all the bears have be waiting for?
Ed Moya, Senior Market Analyst at ONADA joins us for a focus on the sell-off in US markets today. The market weakness is pulling everything…
Recapping the recent Metals Investment Conferences and related charts to make sense of the continued weakness
Well it was another bad week for metals investors, except for uranium stocks which continue to be the one bright spot in the resource sector….
Making sense of these markets – USD up but yields lower, US markets at all time highs again, and news out of China on its reserve requirements
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins us to recap the moves in the market this week. We start with the balance between…
Central Bank Meetings This Week – Will we be hearing more about tapering
Ed Moya, Senior Market Analyst at OANDA joins me to look ahead this week to all the central bank meetings. Last week the Bank of…
Many key central banks meeting this week, what should we expect?
Ed Moya, Senior Market Analyst at OANDA joins me to look ahead this week to all the central banks that are meeting. We discuss if…
When it comes to the bond market let’s look globally at what central banks are doing
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a look at the bond market globally. As much as we focus on US…
Market and Commodity Comments from a Fund Manager and Currency Analyst
On this weekend’s show I focus on a wide range of commodities and the general pullback at the end of the week. I feature a…
The bifurcation between markets and main street – A look at upcoming central bank policies
I am happy to introduce a new guest to the show, Octavio Marenzi. Octavio is the CEO of Opimas LLC, a management consultancy focused on…
The near term fundamental drivers for the metals to watch for
Craig Hemke wraps up today’s editorials with a comparison of price action in gold and gold stocks currently to the end of last year. A…
Monetary policy now vs pre-pandemic
John Rubino joins me for a focus on monetary policy currently vs what it was before COVID shutdown the world. We are highlighting the similarities…
Hour 1 – A Focus On The Broad Markets – US Dollar weakness and major trends to invest in heading into 2021
We are switching up the format of the weekend show for the next couple weeks. The first hour will be focused on broad market moves…
The next 2 weeks are packed with important events and meetings – We simplify it for the markets
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a look ahead to the next 2 weeks and all the data, news events,…
What to be excited about for gold’s future?
After a month away from the site John Rubino is back with comments on the precious metals. Over the past month gold is for the…
Recapping the statements form the Fed, Band of England, and BoJ this week
Marc Chandler, Managing Partner at Bannockburn Global Forex joins me to recap and summarize the major central bank statements from this week. It’s all about…
More comments on the jobs data and market moves but a different opinion on the USD
Marc Chanlder is with us today to share his opinions on the markets moves this week and the jobs data from this morning. As Marc…
Strong US Jobs Data and the Market Reaction
Chris Temple joins me today to recap the stronger than expected US jobs data from August. With markets moving down, and almost giving up all…