| Audio Date |
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| 28-01-2020 |
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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 |
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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 |
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Big Picture Long-Term Audio for the various different asset classes |
1h 3mins Back to top |
| 23-01-2020 |
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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 |
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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 |
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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 |
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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 |
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Big Picture Long-Term Audio for the various different asset classes |
52.07mins Back to top |
| 15-01-2020 |
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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 |
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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 |
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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 |
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Big Picture Long-Term Audio for the various different asset classes |
58mins Back to top |
| 09-01-2020 |
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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 |
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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 |
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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 |
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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 |
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Big Picture Long-Term Audio for the various different asset classes |
49mins Back to top |
| 02-01-2020 |
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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 |
