Most Recent Audio: 23 February 2018

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Friday's Audio always provides the big picture

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2018 Audio Archive

February 2018

Audio Date Play Save Content Duration
23-02-2018 Save Big Picture Long-Term Video for the various different asset classes. 42:50mins Back to top
22-02-2018 Save commodity driven markets outperforming, VIX pausing above 15, Wall Street has not held intraday highs for the last four sessions, FTSE rallies off its lows, oil firm, gold steady, China rebounding after the New Year Break. 17:17mins Back to top
21-02-2018 Save short-term overbought conditions may be unwound, Dollar steady, inflation sensitive investments under pressure, gold continues to hold in the region of the upper side of its base, 22:58mins Back to top
20-02-2018 Save bond yields and the outlook for inflation, gold pauses at the upper side of its base, Wall eases but Europe steady on weaker Euro, Yen eases and stocks in the region of the MA, bitcoin continues to rebound and the VIX is holding above 20. 18:46mins Back to top
19-02-2018 Save an extensive review of bonds and bond proxies. 22:43mins Back to top
16-02-2018 Save Big Picture Long-Term Video for the various different asset classes. 40:30mins Back to top
16-02-2018 Save link between the stock market, bond yields and the Dollar's weakness, industrial resources firm, commodity currencies rallying, South African market rebounds, Euro acting as a headwind to the Eurozone's stock market. 21:39mins Back to top
14-02-2018 Save Gold and gold shares surge, stocks steady, bonds yields hit new recovery highs, Volatility futures expire, Dollar weak particularly against the Yen. 20:38mins Back to top
13-02-2018 Save high yield spreads above the trend mean, Dollar at the lower side of its range against the Yen, stock markets firming from the region of the trend mean, gold steady, oil continues to hold $60 area. 19:20mins Back to top
12-02-2018 Save Wall Street continues to pause in the region of the trend mean, commodities steady, oil fails to hold its intraday rally, biotech finds at least near-term support, India exhibiting relative strength, China still in need of a bounce, European spreads unlikely to remain this tight. 17:43mins Back to top
09-02-2018 Save Big Picture Long-Term Video for the various different asset classes. 1h Back to top
08-02-2018 Save Volatility picks back up as leveraged funds are forced to unwind positions, stock markets retraced Wednesday's bounce to find on their lows, US Treasury yields firm towards 3%. UK Gilts yields breakout, oil weak, gold steady, a substantial number of stock markets are testing their trend means but many of last year's leaders still have wide overextensions. 24:05mins Back to top
07-02-2018 Save rebound in Treasury yields, strong Dollar, oil testing key level of support, Wall Street not out of the woods yet, Europe, Australia and India trade in the region of their trend means, gold still pulling back from the upper side of its range. 20:15mins Back to top
06-02-2018 Save Stock markets find near-term low with volatility moderating ranging appears to be the most likely scenario, gold pulls back, bonds steady, Brazil firm, emerging markets generally fell less than Wall Street, resources exhibit relative strength. 24:59mins Back to top
05-02-2018 Save Type-2 top formation characteristics, sharp drawdowns on the most overextended indices suggesting peaks of least near-term and probably medium-term significance. Bonds rally from deep oversold levels, gold steady, oil eases but commodities generally steady, Asian and European markets likely to sell off tomorrow in sympathy as the Dollar rallies. 19:16mins Back to top
02-02-2018 Save Big Picture Long-Term Video for the various different asset classes. 1h 10m Back to top
01-02-2018 Save volatility in megacap shares, bond yields risings, dollar weak, accelerated trends increasingly susceptible to mean reversion, commodities steady. 21:03mins Back to top

January 2018

Audio Date Play Save Content Duration
31-01-2018 Save Wall Street quiet, volatility falls, Dollar weak against Swiss Franc, steady against Yen, gold & oil steady, bond yields quiet, Facebook earnings disappoint. 23:54mins Back to top
30-01-2018 Save Dow Jones has its biggest pullback since April, Mega-cap Tech remains resilient, Dollar weak, US Treasuries extend decline with yield at 2.7% 17:08mins Back to top
29-01-2018 Save Key day reversal on Shanghai A-Shares, Wall Street pauses, Dollar steadies, commodities pause with the exception of wheat and rough rice, Bond yields continue to hold gains. 15:59mins Back to top
27-01-2018 Save Big Picture Long-Term Video for the various different asset classes. 47:18mins Back to top
25-01-2018 Save Dollar rallied off its low which has a knock-on effect for bond yields and currencies, Dow Jones extends advance but early leaders like Starbucks and Disney are sitting out the rally. 16:26mins Back to top
24-01-2018 Save Dollar breaks down, commodities jump in response with oil above $70, copper rebounding and gold testing the upper side of its range, stock markets pause, bonds ease back, Pound testing the upper side of its range against the Euro. 20:36mins Back to top
23-01-2018 Save Wall Street accelerating, Hong Kong Financials breaking out, gold steady at the upper side of its range, Bonds steady from oversold condition, discussion of high yield spreads as a lead indicator. 20:56mins Back to top
22-01-2018 Save Wall Street hits new highs, Asia Firm, Germany testing its highs, UK softer on strength of the Pound, gold steady, platinum key day reversal, Treasury yields at new recovery highs. 19:43mins Back to top
19-01-2018 Save Big Picture Long-Term Video for the various different asset classes. 59:55mins Back to top
18-01-2018 Save Chinese growth accelerates, Shanghai Property and banks break out, Wall Street pauses, Treasury yields testing early 2017 highs. oil steady, Japan susceptible to a pause, gold steady. 18:10mins Back to top
17-01-2018 Save Some of the topics covered include: Wall Street rebounds with decline in VIX from intraday highs, bonds weak, commodities steady, continued optimism about the role of tax cuts in boosting earnings, pace of innovation in cryptocurrencies a threat to bitcoin. 22:35mins Back to top
16-01-2018 Save A whiff of risk off coming into markets but Wall Street pares decline. commodities lower but reasonably steady, Dollar reverses rally, Bitcoin falls sharply 18:04mins Back to top
15-01-2018 Save Third Psychological Perception Stage of a Bull Market, downside key reversal in China, stock markets susceptible to some consolidation of recent powerful gain, Euro, Pound and precious metals remain firm, Bund yields testing the upper side of a yearlong range. 18:12mins Back to top
12-01-2018 Save Big Picture Long-Term Video for the various different asset classes. 1h Back to top
11-01-2018 Save Commonality in both equity markets appreciating but also government bond yields looking likely to breakout. oil pauses near $70, gold firms, resources sectors breaking out, Japanese banks extend breakout. 21:11mins Back to top
10-01-2018 Save Discussion of China's motivation in upsetting the Treasury market, yen firm, gold steady, oil rallies, stocks steady, industrial resources continue to outperform. Bund and Treasury yields testing the upper side of their respective ranges. 17:25mins Back to top
09-01-2018 Save Some indicators that we are late in the cycle, gold recovers some of its loss, oil firm, stock markets steady, Treasury yields close above 2.5%, Chinese Renminbi hits a near-term peak. 20:45mins Back to top
08-01-2018 Save Pound bounces, Japan and Europe extend last week's resurgence, metals and oil steady, cyclicals completing 12-month ranges. 18:46mins Back to top
05-01-2018 Save Big Picture Long-Term Video for the various different asset classes. 51:15mins Back to top
04-01-2018 Save evolution of the third psychological perception stage of the bull market. gold potentially picking up some interest following bitcoin's peak, stock market leadership and potential for catch up. 20:13mins Back to top
03-01-2018 Save Review focusing on commodities, related stock markets and individual companies. 18:37mins Back to top
02-01-2018 Save Wall Street and emerging markets rally on the first day of trading, Europe and UK hampered by the strength of the Euro and Pound respectively, commodities firm with gold passing the $1300 area, oil steady. 23:24mins Back to top