Most Recent Audio: 28 January 2020

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Friday's Audio always provides the big picture

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2020 Audio Archive

January 2020

Audio Date Play Save Content Duration
28-01-2020 Save promise of Chinese stimulus ahead of Hong Kong reopening lifts risk appetite. silver pulls back, oil steadies, stocks rebound, bonds ease. Risk of mean reversion is still present. 27:13mins Back to top
27-01-2020 Save Coronavirus news likely to get worse before it gets better. demand for safe havens jumps but stock markets down less than they could have been which suggests hedging. oil short-term oversold, Treasuries firm 16:13mins Back to top
24-01-2020 Save Big Picture Long-Term Audio for the various different asset classes 1h 3mins Back to top
23-01-2020 Save what are the most credible risks to markets, continued surge in liquidity and where the opportunities lie. 21:29mins Back to top
22-01-2020 Save Acceleration as a trend ending, the evolution of a mania, the progression of markets following an inverted yield curve. palladium's acceleratoin, Wall Street steady, bonds stable, Dollar eases, China steadies, India weak. 24:11mins Back to top
21-01-2020 Save Boeing trading halted, Hang Seng pulls back sharply, Wall Street and global markets steady, gold holds the $1550 area, Treasuries firm, Dollar and Yen steady, risk of some consolidation on Wall Street is rising but no sign of its yet amid continued monetary largesse. 22.36mins Back to top
20-01-2020 Save Downgraded growth in India leads to downside key reversal, Europe steady, Euro weak, gold steady, oil fails to hold initial strength, cocoa resurgent, grains and beans steady 18:21mins Back to top
17-01-2020 Save Big Picture Long-Term Audio for the various different asset classes 52.07mins Back to top
15-01-2020 Save muted stock market response to trade deal, gold steady, Gilt yields compress, China eases, industrial metals firm, bull markets change the fundamentals. 22.38mins Back to top
14-01-2020 Save risk-on environment supported by global liquidity is spurring demand for high yield bonds, some of last year's worst performing tech ventures, gold remains steady and accelerating trends in the stock market persist at least for now. 24:31mins Back to top
13-01-2020 Save momentum remains a significant force with stock markets almost universally breaking on the upside and led by large cap tech, global reflation trade gaining traction with Dollar weak, gold and Treasuries easing. 19:03mins Back to top
10-01-2020 Save Big Picture Long-Term Audio for the various different asset classes 58mins Back to top
09-01-2020 Save Bigger Asian markets playing catch up. Europe also steadies, oil steady, Dollar at first area of resistance, Wall Street breaks out. 22:37mins Back to top
08-01-2020 Save Geopolitical tensions easing leads to all change in safe have assets, key reversals in oil and US Treasuries, stock markets breakout, changing geopolitical calculations suggest a more belligerent US is inevitable. 19:13mins Back to top
07-01-2020 Save stock markets steady, gold holds its break out, discussion of monetary phenomena and electric cars and lithium. 24:15mins Back to top
06-01-2020 Save Monetary policy beats most factors most of the time, Wall Street recoups early loss, precious metals concede early gains, Treasuries soft, oil failed to hold early gain, 24:16mins Back to top
03-01-2020 Save Big Picture Long-Term Audio for the various different asset classes 49mins Back to top
02-01-2020 Save China breaks out, India at new highs, gold firm, oil eases, Wall Street at new all-time highs, Dollar steadies, Bonds pause and high yield spreads compress meaningfully. 25:45mins Back to top