Most Recent Audio: 22 February 2019

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Friday's Audio always provides the big picture

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2019 Audio Archive

February 2019

Audio Date Play Save Content Duration
22-02-2019 Save Big Picture Long-Term Audio for the various different asset classes 57:54mins Back to top
21-02-2019 Save Large impending IPOs could cause stock market indigestion, likelihood of Chinese stimulus improves, Australian Dollar still trending down which is a nominal support for Australian resources, EV materials discussion, Bonds and stocks ease with risk of consolidation increasing, gold pulls back from upper side of its range. 27:47mins Back to top
20-02-2019 Save China extends rebound, gold, oil, copper, nickel, Australia, Europe rally, Wall Street steady, small caps, banks and semiconductors are leading 23:35mins Back to top
19-02-2019 Save Wall Street approaching the next area of potential resistance, Bitcoin and gold at the upper side of their bases, palladium accelerating, copper breaking out, Treasuries steady. 23:52mins Back to top
18-02-2019 Save China rallies on liquidity proision, copper testing the upper side of its range. oil steady, gold breaks out. Dollar pauses. Treasuries exhibit a wedging pattern. 15:31mins Back to top
15-02-2019 Save Big Picture Long-Term Audio for the various different asset classes 57:41mins Back to top
14-02-2019 Save Coca Cola pulls back, Bond rally, oil breaks out of its short-term range, gold steadies, emerging market currencies encounter resistance in the region fo the trend mean. Europe steady in the region of the trend mean. India's oversold banks rebound, China steady, Mexico at risk of further deterioration. 30:31mins Back to top
13-02-2019 Save Wall Street testing potential resistance, Euro pulls back and Europe is reliant on how China plays out. Shanghai A-Shares bounced with H-Shares leading, South African Rand weak, gold weak, oil firm, coffee breaking down. Treasuries continue to ease. 28:44mins Back to top
12-02-2019 Save fears continue to abate on the trade and government shutdown fronts, Wall street firm, Amazon rebounds, Euro rebounds, Europe and China steady, H-Shares firming, oil tests the upper side of its range, 25:34mins Back to top
11-02-2019 Save Dollar firm, bonds ease, stock markets steady, gold pauses, discussion of Chinese easing, the outlook for inflation and the need for a higher reaction low before concluding the corrective phase has ended. 26:44mins Back to top
11-02-2019 Save Big Picture Long-Term Audio for the various different asset classes 55:08mins Back to top
06-02-2019 Save AUD pulls back, copper, iron-ore, nickel, oil firm, stock markets steady, bonds ease, Discussion of potential sources of additional monetary and fiscal stimulous. 17:34mins Back to top
05-02-2019 Save Google's results, modern monetary theory, energy intensity versus data intensity of economies, Wall street steady, Europe rises after strong earnings, Dollar steady, emerging markets firm. 21:31mins Back to top
04-02-2019 Save FANG stocks steadying, nickel firm, commodity currencies and industrial resources at important points of potential resistance, gold and oil steady, Dollar steady particularly against the Yen, European bank under performance hampers the Euro.. 27:18mins Back to top
01-02-2019 Save Big Picture Long-Term Audio for the various different asset classes 55.16mins Back to top

January 2019

Audio Date Play Save Content Duration
31-01-2019 Save Defensives returning to outperformance, Treasuries resurgent, gold has defensive characteristics, stock markets responding favourably to the Fed's moderation, coffee finds support near $1. 30 mins Back to top
30-01-2019 Save Powell Put confirmed, Dollar weakens, Treasuries, gold, stock rally, commodity currencies and industrial resources firm, Risk-on back in force. 22:45mins Back to top
29-01-2019 Save Gold and precious metals resurgent, S&P500 pausing in anticipation of trade war and monetary policy news, industrial metal miners turning to ourperformance, Treasuries and investment grade bonds are rallying. oil prices firm, ASEAN pauses, 23:06mins Back to top
29-01-2019 Save Bitcoin still trending down and pressuring NVidia, Is the market so steady because we now have evidence of a Powell Put? Gold steady, Wall Street rebounds off its low, Dollar eases, China quiet, Brazil pauses, India weak and led lower by its financials, oil at the lower side of a short-term range. 21:17mins Back to top
25-01-2019 Save Big Picture Long-Term Audio for the various different asset classes 59.04mins Back to top
24-01-2019 Save Eurozone comparison with Japan and potential for ECB QE3, stock markets generally steady with semiconductorsr and homebuilders doing well, continued demand for Treasuries, the Dollar and gold is steady, Governance is Everything. 27:24mins Back to top
23-01-2019 Save Some of the topics discussed include: stock markets quiet with positive earnings counter balancing trade and growth fears. Central Bank assets tick higher, 2019 outlook for Wall Street, ASEAN markets continue to outperform, crude oil and gold quiet, Bonds steady, discussion of risks in China. 24:42mins Back to top
22-01-2019 Save first sign the short-term overbought condition has run into overhead resistance. Bonds firm, gold steady, dollar steady, oil eases, risk parity is de-risking. 29.05mins Back to top
21-01-2019 Save London home prices, palladium is susceptible to mean reversion, China at a crossroads, major indices have replaced short-term oversold conditions with overbought conditions, Treasuries steady and oil steady 14:46mins Back to top
18-01-2019 Save Big Picture Long-Term Audio for the various different asset classes 57:49mins Back to top
17-01-2019 Save Short-term bought condition replaces short-term oversold conditions. what does a higher reaction low look like, palladium accelerating higher, Pound firms and Brexit commentary, China's global ambitions, Emerging markets remain steady, Dollar steady, gold steady, high yield spreads continue to contract. 27:50mins Back to top
16-01-2019 Save consistency of the Dow Jones' chart, bank earnings, investors seem to have adopted a wait and see approach to Brexit, individual emerging markets outperforming, China quiet, Tin and palladium clearly outperforming while aluminum is trending down, Dollar remains firm, differrence between now and 2016 is the Fed is tightening. discussion of the origins of populism. 26:58mins Back to top
15-01-2019 Save Some of the topics discussed include: Brexit deal voted down, Pound steady, China fiscal stimulus beginning,, gold appreciatating in more currencies, A lot of bad news has been priced into valuations, Big Tech rallies but still has work to do to repair technical damage, oil steady, cannabis shares rebounding, biotech and cloud companies outperforming, cybersecurity is a market perform, Treasuries continue to unwind short-term overbought condition. 37:36mins Back to top
14-01-2019 Save Markets quiet as potential areas of resistance at tested. Natural gas rounds emphatically. gold miner M&A picking up, Pound is steady but testing the first area of resistance heading into the Brexit deal vote, emerging markets continue to outperform 19:55mins Back to top
11-01-2019 Save Big Picture Long-Term Audio for the various different asset classes 55:16mins Back to top
10-01-2019 Save Liquidity conditions remain tight, 2-year yields test the MA, S&P500 at first area of potential resistance, signs of early upside leadership in biotech and cloud computing, gold eases, oil steady. 26:35mins Back to top
09-01-2019 Save short-term oversold condition replaced with short-term overbought condition so the real test of a significant lows will be if we see higher reaction lows and subsequently higher highs, Dollar weak, emerging markets, gold, oil and commodities firm, 28:06mins Back to top
08-01-2019 Save Wall Street close to the first area of potential resistance, Europe steady but still underpeforming, China unimpressive. High yield spreads rapidly unwinding oversold condition but also now at first area of resistance. The big question is where is the next source of liquidity going to come from. 22:13mins Back to top
07-01-2019 Save Dollar testing important support against the Euro, select emerging market currencies breaking out led by the Rupiah. China steady, oil firm, gold steady, sugar firms, grains and beans have base formation characteristics, high yield spreads start to contract. 22:36mins Back to top
04-01-2019 Save Big Picture Long-Term Audio for the various different asset classes 56:37mins Back to top
03-01-2019 Save Apple leads Wall Street lower, China remains under pressure, industrial metals trending down, safe havens conitnue to outperform, India, Indonesia and Brazil exhibit relative strength. 31:50mins Back to top
02-01-2019 Save China remains weak, stock markets globally look increasingly likely to unwind short-term oversold conditions but credit conditions remains tight and safe haven assets continue to perform, 32:53mins Back to top