1007 Episodes

  1. Germany July Manufacturing PMI sets up dovish ECB

    Published: 24/07/2023
  2. Big market break with big week ahead

    Published: 21/07/2023
  3. Tesla and Netflix chill market sentiment

    Published: 20/07/2023
  4. Earnings season accelerates today with Tesla. GBP outperformance is history.

    Published: 19/07/2023
  5. Will Tesla earnings support or shatter the complacent backdrop?

    Published: 18/07/2023
  6. Earnings season hits full stride after financials stumble

    Published: 17/07/2023
  7. Big moves all around, if not in implied volatility.

    Published: 14/07/2023
  8. The disinflationary no landing nirvana?

    Published: 13/07/2023
  9. A big test for US dollar and market narrative on today’s US CPI

    Published: 12/07/2023
  10. Nasdaq 100 rebalancing and big JPY short squeeze

    Published: 11/07/2023
  11. Heavy stocks and bonds, heavy JPY crosses, heavy metals

    Published: 10/07/2023
  12. Strong US data resets the narrative across markets

    Published: 7/07/2023
  13. US 10-year yield on the move before the key US data releases

    Published: 6/07/2023
  14. Do any of the scenarios lead to tighter financial conditions?

    Published: 5/07/2023
  15. How quickly will EVs destroy crude oil demand?

    Published: 4/07/2023
  16. Quarter end sprint for stocks. Historic moves in grains.

    Published: 3/07/2023
  17. Is the narrative on the economy and interest rates about to change?

    Published: 30/06/2023
  18. What can blast us out of this low vol rut?

    Published: 29/06/2023
  19. Is Nvidia set to hit an air pocket on new US export restrictions?

    Published: 28/06/2023
  20. High flyers get big haircut, but fear levels very low.

    Published: 27/06/2023

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