"The Fed called time, we're hiking seven times, 50bps at the next meeting, get out while you can"

Tim Vollans

Powell's back in the spotlight later Will he shock markets or whisper sweet nothings in their ear...?

Tim Vollans

Differences between Quantitative Easing, Quantitative Tapering & Quantitative Tightening often confuse people. #MacrodesiacFixesThis

Tim Vollans

"Some amazing technological progress will undoubtedly be born from this phase of the digital evolution, I just don't think a fully de-centralised world will ever exist."

Tim Vollans

Governments are panicking about labour shortages and ageing populations. Immigration is about to become a hot topic...

Tim Vollans

Where's the economic collapse the people were promised?

Tim Vollans

An economic model that's especially useful right now...

Tim Vollans

Betfair set out to "democratise bookmaking". DeFi wants to do the same for traditional markets. Will they share the same fate?

Tim Vollans

The Fed are back in the spotlight. It's not just the 7% CPI driving their decisions... 👇

Tim Vollans

The hype around Electric Vehicles as The Future™ could soon hit the wall of reality... 👇

The Veteran

It's not an inflation hedge It's not 'sound money' So why own it?

Tim Vollans

OK, maybe the US consumer isn't tapped out just yet...

Tim Vollans

US consumer debt expanded by a record amount in November with no sign of excess savings being splurged... Soon time for growth fears to take over from inflation fears?

Tim Vollans

"The market is telling us... [insert narrative]" Except when it isn't...

Tim Vollans

What will the Fed do in 2022?

Tim Vollans

Not rich yet? Maybe you're just unlucky...

Tim Vollans

“You don’t give a sh*t about facts, it’s all about fiction. The only world that matters is the one in here and you people believe the craziest sh*t.”

Tim Vollans

Lots of chatter about regime changes and new dawns. Do those claims stand up to scrutiny?

Tim Vollans

Our list of top Twitter accounts to follow, using advanced search, lists and making the most of the ULTIMATE Osmosis learning platform

Tim Vollans

Commoditized luxury isn't something a 'socially aware' China should buy into.. “From each according to his ability, to each according to his needs”

The Veteran

2022 is China's Year of the Tiger. But we don't see them roaring...

Tim Vollans

What if your phone could last a whole week without charging? No battery upgrade. Just the latest innovation 👇

Tim Vollans

Twitter is an amazing resource. It's also an attention drain. So how can you get the most out of it?

Tim Vollans

The Veteran's gone zombie hunting. Singling out firms in the S&P 500 that aren't quite zombies yet, but might be in the near future...

The Veteran

Bezzle is my new favourite word. It might be yours too after reading this... "There is a collective increase in psychic wealth as the value of the bezzle rises"

Tim Vollans

The path of least regret: How our illustrious leaders and their key policymakers *actually* make decisions (most of the time)

Tim Vollans

A deeper look at emerging markets. Argentina's fall, South Korea's rise & is Poland gonna make it?

Tim Vollans

Rounding off the FX series with the best of the bunch. If you enjoy volatility, pain, and always go back to your crazy ex for more, then these are the currencies for you!

Tim Vollans

For a while everything was in Up Only 🚀 mode. Now things are starting to shift under the surface of the indices... Divergence is a theme that underlies the current market whether we realise it or not.

The Veteran

Everything you wanted to know about cyclical currencies! The death of interest rate differentials and what really drives cyclical FX trades

Tim Vollans

Is the Euro a funding currency or a pro-cyclical currency? And why it isn't truly considered a safe haven...

Tim Vollans

Which currencies do investors run to when they're scared? And more importantly, WHY?

Tim Vollans

Sure you can name the currencies, but how well do you know them really?

Tim Vollans

These two markets ARE correlated, and it's not because of fair value models or the Big Mac Index 👇

Tim Vollans

Generalisation is unavoidable and necessary. It's an excessively tainted word.

Tim Vollans

Covid panic is back A new "variant of concern" might see a bleaker winter than hoped. The world is better prepared this time...

Tim Vollans

The future of the US housing market, demographic cliffs, and errr... Agenda 21 conspiracy theories

Tim Vollans

The Macrodesiac Veteran has been diving into the S&P 500 again, rummaging through the goods, the bads, and the absolute dogs...

The Veteran

Modern society disproportionately rewards innovators and asset-holders. Is inequality simply the price of progress?

Tim Vollans

Lockdowns and restrictions being announced in Europe, plus a perma-dovish ECB Will the euro ever rally again?

Tim Vollans

We often hear how tough it is for youngsters starting out... The older generation are trapped too, just in a different way.

Tim Vollans

Can indices really just keep rising? Yes.

Tim Vollans

Are You A Being Of Superior Intellect, like me? Or are you frequently wrong, like the rest of us...?

Tim Vollans

The Veteran's take on the positive earnings growth seen in 2021 so far, and the potential barriers for that growth to continue...

The Veteran

"Listen to the experts!" If only it were so simple...

Tim Vollans

Easy to understand & easy to explain. People LOVE to use averages. But should they?

Tim Vollans

If things are improving without people having to make any real sacrifice, that change lasts and we call it social progress... Where does the metaverse fit in?

Tim Vollans

China runs a huge trade surplus with the US. Worlds consumer vs worlds factory Why is this such a problem?

Tim Vollans

Depending who you listen to, central banks are TRAPPED, have LOST CONTROL, or are RECKLESSLY OUT OF CONTROL... What if I told you they weren't ever IN control...?

Tim Vollans

Yeah, the Fed did it again and doubled down on 'transitory' with their dovish taper, but let's go all narcissist & focus on what WE said earlier in the year...

Tim Vollans

Don't worry, we haven't gone woke... What's the 'right' way to think about markets?

Tim Vollans

Taper is nailed on for tomorrow's meeting. Will the Fed respond to inflation? Will they panic and hike rates? What if rate hikes are actually inflationary?

Tim Vollans

Are we entering the exponential age or about to be clobbered with exponential taxation? And the myth of free markets in an era of bailout capitalism

Tim Vollans

Is THIS priced in, is THAT priced in? The eternal market mystery... Just because you can't see something, that doesn't mean it doesn't exist

Tim Vollans

Striketober! The Great Resignation! POWER TO THE WORKERS! ✊✊✊ Now it's time to get back to reality...

Tim Vollans

Wait, it's not about the science? Never has been... Reality is flexible "THIS IS OVERBOUGHT, I'M SELLING"

Tim Vollans

Over to The Veteran today for his take on the S&P 500 drivers S&P 500 Energy stocks have been amongst the best performers. The energy sector index has risen by +20% over the last 30 days.

The Veteran

Predictions of hyperinflation are nothing new Let's not worry too much about what Jack may (or may not) actually think. Let's start by defining hyperinflation properly

Tim Vollans

Everything's the Fed's fault. I see it every day on the internetz. But is it true?

Tim Vollans

Bullsh*t stacked on top of bullsh*t, amplified by more bullsh*t, with bullsh*t sprinkles on top. Not a healthy diet...

Tim Vollans

Poland have the upper hand, there'll be no Polexit... The Industrial Re-Revolution Subtract and simplify is a great strategy for pretty much anything

Tim Vollans

"I'm given to understand that there's $24 trillion represented in this room and so I want to say to each and every one of those dollars: you're very welcome in the UK"

Tim Vollans

France could issue 'Petrol Cheques' & Sunak could cut VAT on energy... Bank Of England is about to implode (Tenreyro for Governor) The Plastic Recycling Problem

Tim Vollans

Linear thinking is easy, Non-linear thinking is hard mRNA Cancer 'vaccines' How long until Evergrande debts are uncovered?

Tim Vollans

🚨 Sarcasm detected! POTUS is trying to fix the supply chains Gas companies are failing Taleb's smugly pointing at 'antifragile'

Tim Vollans

BlackRock taking over the world, looking for that $10 trillion Correlations are for Christmas, not for life And Deutsche Bank (allegedly) doing their thing again...

Tim Vollans

Be greedy and have it all! The Veteran with his latest on the Dividends vs Growth debate

The Veteran

Is 'Pre-Covid' even a useful benchmark for economic recovery? Local Chinese governments supporting low-tier Chinese property markets Banks report earnings this week: Is the party over?

Tim Vollans

Stronger currencies for cheaper imports Fed taper nailed on after jobs report Business is business, and sovereign wealth funds are wealthy

Tim Vollans

The greatest trader that ever lived is a woman Should central banks be hiking rates NOW to fight inflation? Move over Klarna, the big boys are back in town...

Tim Vollans

Growth stocks tend to struggle when bond yields are rising. How about some chunky dividend returns instead?

The Veteran

Suddenly, nuclear is a big part of the future energy picture. Odds on JayPow getting the chop are narrowing...

Tim Vollans

Returning to 'normal' is not an option. Companies are feeling the pain of extortionate costs while investment in port automation and tech is increasing dramatically.

Tim Vollans

This back to the '70s theme is doing the rounds again. There are some similarities, but we're not going back... Work From Home is here to stay, and low paid city jobs will suffer. The "profoundly positive" Merck Covid pill

Tim Vollans

Chamath & Cathie are selling, but for different reasons... The Big Green Government Nudge The Q3 story: "Demand is high, we're making more sales, but profits are down..."

Tim Vollans

Why it might not be the best time to become a landlord... Want to miss the wood for the trees? Start by blaming everything on Brexit.

Tim Vollans

"The ESG index has outperformed its Non-ESG rival by almost 10%" "Is that the kind of performance you can afford to ignore?"

The Veteran

One question to filter predictions about the future: What would it take for this to be true? Rolls Royce didn't go bust... it's going nuclear

Tim Vollans

Every time I try to watch a YouTube video, I get asked that question 👆 Here's why you shouldn't be even a tiny bit concerned...

Tim Vollans

Technically yes. But they won't. So why do we go through with this charade every few years?

Tim Vollans

Regulators are getting louder: "If they want high yields, make them buy Argentinian bonds instead!" Wait, that was someone else...

Tim Vollans

About China, not Evergrande... 👇 Falling property values don't square with Xi's grand plan to boost middle-class consumers...

Tim Vollans

"YES! Everyone has! Stop going on about it! It's CONTAINED" "OMG, he said contagion, sell everything!"

Tim Vollans

DeFi-ing the odds (and the magazine cover curse), regulators are way behind UBS said a thing, everyone PANIC Under the surface of the 'Great Generational Wealth Transfer'

Tim Vollans

September has a poor reputation for stock market returns and last year we saw a -10% correction in US equities over a two and half week period... Repeat or clear skies ahead?

The Veteran

Energy prices are through the roof, politicians are squirming and it's not even winter yet.. COT Report: Does it matter? Revisiting 'Luxury Beliefs' after the AOC show

Tim Vollans

Good News: mRNA Cancer Therapy Breakthrough! Bad News: RIP China's Property Market Evergrande isn't too big to fail Litecoin hoax never passed the sniff test

Tim Vollans

Heard about the metaverse? It's the Next Big Thing™ and I won't have anyone say otherwise. Apple, 'the evil gatekeepers' will launch the new iPhone tomorrow And Druck's early mistake...

Tim Vollans

Getting people to 'spend money they don't have' or an entirely new parallel network? The true cost of the pandemic waiting to be tallied... Defaulting on the most expensive home in America

Tim Vollans

The Veteran's views for September & Q4. "the omens for continued gains in equity markets are positive"

Tim Vollans

Will China go the way of Japan? It won't be too long before we find out... Ah, and the Fed DO buy stocks!

Tim Vollans

Electric Vehicles are 'only for the rich' Supply chains disrupting production well into next year... When's the political revolution?

Tim Vollans

The Veteran runs the numbers for boring, sustainable, yet profitable investing. An 82.45% chance of a positive return over two years doesn't sound too boring!

The Veteran

Chaos isn't always a bad thing, especially when it breeds innovation... Supply chain's screwed for another year And a Quant perspective on today's Jackson Hole outcome

Tim Vollans

Well, yeah actually Turkish, you smarta*se. Making Hays while the sun shines... R.I.P Ryanair?

Tim Vollans

Wait, that's not how it's supposed to work! We've had enough of your regulations, morals, and low yields, we're going to crypto! What's going on with this $3.5 trillion? Xi's Plan. Common prosperity or power grab?

Tim Vollans

Genuine long term outperformance of a market or other benchmark is a scarce commodity, and there are far too many claims of above average performance among fund and managers for them to be plausible.

The Veteran

No benefits, but still not back to work... Chinese Country Garden to follow Evergrande And the UK stamp duty holiday isn't to blame for high house prices...

Tim Vollans

I know it's a tough sell but Amazon doesn't exist in a vacuum... Plus, payment providers overstepping the mark

Tim Vollans

Louis Vuitton & China's 'Peak inequality' Amazon death star continues global takeover Facebook's metaverse is coming to a hybrid workplace near you

Tim Vollans

Global economic power continues to shift from West to East Stick cooperation into your economic models! Can China's official data be trusted?

Tim Vollans

BlackRock say that the world's second largest economy is no longer an emerging market. Older people are deflationary And a Love Island/Basement Jaxx economic mashup!

Tim Vollans

Taliban to tie up with China? China's economy is looking fragile... Plus a framework for trading the dollar...

Tim Vollans

the situation in Afghanistan, and the Aussie dollar getting hit by a double whammy of China slowdown (and data misses) alongside Australian lockdowns

Tim Vollans

📺 The unstoppable Disney machine 🗺️ Indoor mapping for hybrid work 😤 The forgotten 'feeling' that drives crypto development

Tim Vollans

Football's business insanity is fantastic, but those finances are a long way from fixed... Heard of the Bilderberg meetings? Turns out there's an economist version Bleak outlook for Thailands' tourism industry

Tim Vollans

Biden says OPEC should increase production (no chance) Fed's incoming dovish taper Hidden infrastructure winners

Tim Vollans

Stagflation has seen a lot of coverage lately... Is it truly unavoidable?

Tim Vollans

Wages are going up (for now): can the trend continue? Index hate (especially the DXY) Kaplan's deeper insights on a Fed taper decision

Tim Vollans

Loveletters to China from US trade groups S&P to 4700 this year, then 10,000 Tesla isn't in the big boys EV club Comparing WW2 blackouts to vaccinations

Tim Vollans

Bank of England Snoozefest, low rates forever $1 trillion that nobody wants… What if (cash cow) business travel never recovers?

Tim Vollans

The EU haven't put it in those *exact* words, but energy costs ARE soaring (and it's all their fault)... Innovation vs Regulation: Bitcoin edition SHOCK! Skills shortages lead to wage increases And making water out of thin air...

Tim Vollans

There's no official post-Brexit vision for Britain, but there doesn't need to be... The EU's 'unity through diversity' problem And why you shouldn't become a trader...

Tim Vollans

Square's purchase of Afterpay will probably work, but will always be seen as expensive. SNB printing and minting BILLIONS (while providing value to shareholders)

Tim Vollans

Regulators are suddenly out in force, insisting businesses know their customers, prosecuting frauds, even Chinese IPO's have been canned for now...

Tim Vollans

'Old' economy stocks are roaring, big earnings & shareholder payouts. The FTSE's had a great day but Greta won't be happy...

Tim Vollans

Massive earnings beats continue, Robinhood IPO looms large over BTFDers and the Dividend Aristocrats maintain that boring is best...

Tim Vollans

What if we actually could feed the ENTIRE world? Tech breakthrough & Brexit dividend Trading WITH the trend! And Uber's life-saving technology

Tim Vollans

What's Monday got to do with it being the best? Don't give me cheap "correlation doesn't equal causation" gibes. It gets old and the burden of proof is on you.

Tim Vollans

Nuclear fusion is now more of an engineering + business problem than a science problem Emerging Markets vulnerable? What's SNAPening?

Tim Vollans

⚖ Unilever 'weighs' on the FTSE 100 🌞 S&P seasonality shock? 🥝 Monetary policy getting interesting down under

Tim Vollans

✈️ Airlines were filed under 'pretty screwed, let's see what happens' but Q2 earnings show cautious optimism 🏡📉 Evergrande Latest: Mortgages withdrawn in Hong Kong 💰 Buybacks are BACK!

Tim Vollans

Evergrande in freefall, Oil's road to recovery & a solution to the profit-snatching problem

Tim Vollans

Nothing is safe from the slippery tentacles of politics. Everything's political

Tim Vollans

Have you heard? The world is ending. Stagflation is imminent and our money isn't backed by anything other than blind faith.

Tim Vollans

Companies are trying to save money so they're cutting back on labour, and investing in automation. Re-skilling boom ahead?

Tim Vollans

73% of investors think the global economy is mid or late cycle. I think they're wrong...

Tim Vollans

The first two banks to report were Goldman Sachs and JPMorgan. Both had monster quarters and big profits... Let's dive in...

Tim Vollans

Guess where the inspiration for this one came from... ⚽😭 There are always lessons in failure, especially for traders...

Tim Vollans

The death of the U.S. Consumer has been greatly exaggerated...

Tim Vollans

Why do China seem to hate their Big Tech giants? Didi was the latest to feel the wrath of the regulators almost immediately after its U.S. IPO.

Tim Vollans

OPEC+ struggle to reach agreement. Some say they're nothing but a shady price-fixing cartel... Why does OPEC+ even exist?

Tim Vollans

The pandemic is OVER: Stats don't lie. Now it's time to make sense of the 'new normal' of hybrid work...

Tim Vollans

The idiot's guide to inflation was so well received. We want to do more! What confuses you? Tell us what you want to know more about...!

Tim Vollans

Inflation 📈 It seems like such a simple concept... but it can also make you feel like an idiot.

Tim Vollans

A fight to the death, Gladiator style, then regulate the winner. The Hunger Games for Big Tech (but who gets the streaming rights...?)

Tim Vollans

Will your future landlord be a pension fund? Unlikely. But it probably won't be Joe Bloggs either...

Tim Vollans

The 'United Europe' hopes are done. Losing another summer to Covid will have a further negative impact on employment, especially in the tourism-dependent Southern nations.

Tim Vollans

The impossible dream... but what if your predictions could be more accurate?

Tim Vollans

'If Amazon were to pull it off, it would be the most aggressive expansion of a giant company in the history of modern business.' They DID pull it off. How did they do it, and what role do the 'intangibles' play?

Tim Vollans

Saylor: "I'm a bit more mature, maybe an older, wiser visionary." Santayana: "Those who cannot remember the past are condemned to repeat it..."

Tim Vollans

Manufacturing costs are increasing Oil prices are increasing Energy demand will keep increasing. Can clean energy scale fast enough to meet it?

Tim Vollans

How can a Swedish government collapse over plans to ease rent controls? What's going on?! Capitalist pigs vs liberal left or something deeper?

Tim Vollans

Chip manufacturing capacity is likely to take a year or two to catch up to demand, although the worst is supposedly behind us... What about the future beyond that?

Tim Vollans

The one about a podcast on synthetic biology that blew my mind... The software of life and infinite possibilities...

Tim Vollans

Bitcoin Maximalists vs Central Bank Digital Currencies is a non-battle. The pace of digital currency adoption has been pretty stunning and the CBDC chatter has moved on from 'will they?' to 'when will they?'

Tim Vollans

World trade is a never-ending cycle of problems and solutions. The shipping crisis will be no different...

Tim Vollans

The Macrodesiac Veteran has been scouring the Q1 earnings reports. Here's what he found...

The Veteran

Inflation risk is getting all of the headlines. Now that inflation has peaked, where is the next risk coming from? Here's a few ideas...

Tim Vollans

No really, it is Let me explain...

Tim Vollans

Commentators love talking about zombies, but what are they really, and why should you care?

Tim Vollans

It's a true art form... How can traders be right yet still lose money?

Tim Vollans

Not enough people truly care about green energy and the future right now, but give them a way to profit from it, and you can bet they suddenly will...

Tim Vollans

For the thousandth time, the dollars' end is upon us. The King is on his death bed again... Why does this keep happening?

Tim Vollans

No more unemployment benefits for you... And Bitcoin trouble ahead?

Tim Vollans

How do you know what to pay attention to, and what to ignore?

Tim Vollans

Achieving this transition whilst deleveraging is a monumental challenge. China's rise or fall (and everything in between) will have a huge impact on the investing landscape for years to come.

Tim Vollans

Icahn's big short on commercial mortgages is starting to pay out... And there's more to come

Tim Vollans

Did Amazon overpay or is there more to this story? $8.45 billion is a high price for MGM who were reportedly available for a mere $5 billion at the end of last year... (& get to know Big Tech better)

Tim Vollans

🚀 Space tourism, mining the moon, colonising mars, and the 'natural maniac' that is Elon Musk 🐷🌽 And food's getting cheaper again. Nom.

Tim Vollans

Do you know your chokepoints?

Tim Vollans

Why is everyone (else) always wrong about everything? Avoiding ignorance is not the same as seeking knowledge...

Tim Vollans

A brand new era of higher wages beckons... Or does it?

Tim Vollans

This drop in electronics demand is supposed to be a window for supply to catch up But it looks increasingly likely that the chip shortage will be with us into next year...

Tim Vollans

Not gold or copper, it's water. And carbon offsets, but mainly water...

Tim Vollans

In these unprecedented times, the only consensus is that everything will be different somehow No-one agrees HOW & the dominant questions are so open-ended they are practically existential.

Tim Vollans

Avoiding uncertainty is hard-wired into every single one of us. Which makes it even stranger that people build careers out of forecasting a highly uncertain future...

Tim Vollans

Morgan Stanley: 2021 will see flattish returns for the year with a 10-20% correction along the way... The mid-cycle transition - are they right?

Tim Vollans

Give people free money and they'll just sit around all day, devoid of all pride in themselves or their endeavours, zero drive to improve their lot in life or do anything more than merely survive on government handouts...

Tim Vollans

It might actually be a good thing... "economics as a profession is still largely functioning in an industrial age that has no relevance almost to what we have today."

Tim Vollans

If liquidity is KING, why even bother with macro? Macro is NOT macroeconomics or macroeconomic theory... Macro is EVERYTHING

Tim Vollans

Everything you ever wanted to know about innovation...

Tim Vollans

"The British took risks by financing the private sector. The Americans took risks. We don't know how to do that yet," Can the EU escape the trap of sluggish growth & minimal innovation?

Tim Vollans

and they're coming soon to a town near you... Supply chains and logistics will never be the same again...

Tim Vollans

If you are taking a portfolio approach it can be tempting to stick a few in ' just because they're cheap'... But it's always worth considering just how long those stocks can remain cheap for...

Tim Vollans

Asymmetry matters: An imbalance that skews towards greater upside returns with lower downside risk... Revisiting Root Insurance ahead of earnings next week

Tim Vollans

Move over Mrs Watanabe, Yolo's taking over your empire... Nailed the Lloyds call - big earnings beat, where next?

Tim Vollans

Australia's jobkeeper expired last month - Their employment progress will offer clues for the U.S. & others as they withdraw stimulus measures later this year

Tim Vollans

Generational games will filter through to markets - it's only a matter of time...

Tim Vollans

how can you accurately rate these companies when they're reinventing themselves and/or changing their business models...?

Tim Vollans

Have you noticed more fraud lately? I certainly have... It's literally everywhere (and I'm trying to figure out if that's good or bad...)

Tim Vollans

😲 I read it on Twitter so it must be true...

Tim Vollans

Euroscepticism taking hold in Germany is almost unthinkable... Almost.

Tim Vollans

There's nothing investors love more than certainty... Certainty that the moat is wide enough to keep the competition out...

Tim Vollans

Britain has never been anything other than Great, but I needed the headline... The wave of UK tech IPO's continues this month...

Tim Vollans

The Coinbase 'IPO' sees crypto 'come of age', but what does that mean for the future?

Tim Vollans

JP Morgan & Goldman Sachs absolutely SMASHED it on their earnings today, with Wells Fargo also posting some strong numbers...

Tim Vollans

this isn't a Christmas cracker joke, there is an actual answer...

Tim Vollans

"Smaller shadow banking together with deleveraging reform suggests that financial market risks are under control" But are they?

Tim Vollans

'The flow of capital into higher-yielding dollar instruments will weaken the euro, and Europe will use that depreciation to eke out whatever growth it can by tapping external demand'

Tim Vollans

'acquisitions are in our future, and fintech is an area where some of that cash could be put to work'

Tim Vollans

HEEEEEYAAAH! Calls for a choppy correction in equities, the year of the stockpicker, and the WFH reality...

Tim Vollans

“The US is really the only large economy whose economic output for 2022 is projected to exceed what it would have been in the absence of this pandemic.”

Tim Vollans

UK Super deduction tax savings, Green hydrogen, PMI truths,, Glencore & more...

Tim Vollans

Tech looking up, VOLTSWagen's early April Fools, Chart Crimes... Long AAPL? DeliverooOhhhhhNoooooo

Tim Vollans

📈 '...speculative investors seeking to front run other more real-money institutional investors,'

Tim Vollans

By the time a market move is in the news and everyone has published their hot take, it's usually over... 👀 #marketwisdom

Tim Vollans

Citron likes Root, and they make a compelling case for it...

Tim Vollans

Tensions with China are weighing on European fashion stocks... A sign of things to come...?

Tim Vollans

EU despair & desperation - longer term effects? 🛠️Intel's $20bn Build + U.S. & European Focus $INTC 🕹️GameStop finally look to sell shares 💡Trading a 'wrong' market

Tim Vollans

- Powell & Yellen In Focus - Microsoft Buying Discord for $10bn? - Kiwi takes a tumble on housing measures

Tim Vollans

Nasdaq leads the indices, & Tesla is up nearly 4% in pre-market, trading $680...

Tim Vollans

'Supplementary Leverage Ratios are so hot right now': You heard it. The catwalks of Wall Street, the City of London and other financial centres around the world have all been talking about it...

David Belle

Yesterday's Fed announcement and Powell's presser briefly paused the bond selloff, but markets are back on it again today.

Tim Vollans

Europe is having a nightmare: more lockdowns stemming from a poor vaccine response are wreaking havoc in Europe. German doctors have asked for a partial lockdown in Europe's most important country after the risks of more cases have been rising.

David Belle

Tech leads S&P higher, messy retail and industrial production 'misses', and Dalio trashes bonds

Tim Vollans

Stocks are soaring, the U.S. isn't Weimar, and dodgy Russian translations sent oil on a quick round trip

Tim Vollans

Memestonks are BACK, Tech recovering, and the inflation debate continues...

David Belle

Powell doesn't want to raise rates 'just because' and is taking a very loose and observant stance on the state of inflation... Which technically should be good for markets, but...

David Belle

OK Rishi, well done I think he's passed the test here, by providing fiscal certainty to the market. Here's a quick rundown of what he has laid out in the Spring budget... Rather than reinvent the wheel, you can check out the full budget breakdown here 👇

David Belle

💪 Unionisation: will unions push up wages? 👴👶 Demographics is all that matters 🍣 Buffett’s letter. What’s he doing?

Tim Vollans

🐻 Will rising yields send stocks tumbling? 📉 🚣‍♀️ Know your ETF’s - Cathie’s ARK has sprung a leak 💰 Coinbase going public & a SPACtacular bubble

Tim Vollans

A Fantastic Chat with Dominic Frisby 🏡 Georgism fixes everything 💸 Why QE is a tax on the poor 💄 Beauty beats education

Tim Vollans

ustralia - The good, the bad and the ugly The good: Jobseeker allowance has increased... The bad: it only increased by $50... The ugly: a new hotline will be set up for employers to report those who turn down jobs...

Tim Vollans

💉 The long insulin trade ‌‌🚕 Uber taxing the p*ss ‌‌‌‌🇨🇳 China running out of people

Tim Vollans

On today's show, we chat about... 💥 More furloughs or YOU'RE FIRED! 🛢 Is oil overbought? 🚮 Ridiculous recovery predictions

David Belle

plus some rubbish assumptions, the UK skills mismatch and why manifesting is nonsense...

Tim Vollans

We're back with today's Opening Belle! Click here to listen on Spotify!

David Belle

💥 What’s up with passive investing? 💥 Biden is an EU HATER 💥 GroupOn - do we have a discount?

Tim Vollans

? 💥 The EU has to move the debt goalposts... again 💥 Is the North/South divide in Europe over? 💥 Is uranium heading to the moon? 💥 The U.K. growth rate... will it *really* bounce back? 💥Canadian corporate debt - is it a big a problem?

David Belle

Quick note. Me and Tim jumped on for the pre-US open update We're doing these via Stereo from now on... You can listen to today's 👉 here 👈 What did we cover?💥 Inflation (yes again, but it’s important) 💥 Share

Tim Vollans

Quick note. Me and Tim are going to be doing the pre-US open update via Stereo from now on... You can listen to today's 👉 here 👈

David Belle

Equities so far today... Yields down, oil & dollar weaker, and equity futures are basically flat We're still going higher, right? Citi say we are: more short squeezing will push the S&P 500 to 4,000

Tim Vollans

Risk is on, guys. Yields are up too with the 30 year trading at 1.99% having breached 2% in early trade - the inflation story must be true, mustn't it?

David Belle

Risk ON ahead of NFP's Senate Budget Plan Passed Time To Leave TINA? Make America 'Make' Again UK Vaccine Passports...?

Tim Vollans

The Opening Belle - in partnership with Utrust - power your business with crypto Stocks are set to open in the green, and sentiment is tilting positive... Bank Of England Decision - GBP Rallies English voice mode ON

Tim Vollans

Oxford Vaccine Trials Offer Herd Immunity Hope China Growth Slowing - PMI's Draghi Return To Save Italy? Apple/Kia Reach $3.6 Billion Electric Vehicle Deal

Tim Vollans

Early Israel Data Looks Hopeful, Robinhood Refinance, Silver Sinks below $28

Tim Vollans

- The WSB Narrative Needs To Be Questioned - Chamath's Impartial Interests - Hedge Fund Contagion Or Localised Pain? - China Growth Slows As Credit Tightens - Europe: No Rate Hikes, Draghi To Return? - UK Recovery Plans

Tim Vollans

Robinhood On The Rob? The Vaccine Race Currency Wars Back In Focus

Tim Vollans

Is the wild ride over... or just getting started?

Tim Vollans

Only one thing to say this morning. WSB > Wall Street.

Tim Vollans

Or maybe it's a bubble of hysterical labels because we've run out of narratives...

Tim Vollans

- Tech Rallying: Call Buyers Rejoice - 'Robinhood Envy' - Busy Biden - Vaccination Update - Boohoo Acquire Debenhams - Big Earnings Week & Davos WEF

Tim Vollans

The Biden victory party is over, and now the hangover sets in...

Tim Vollans

- Stocks Flying High - Biden's Busy First Day - Aussies Getting Back To Work - BlackRock Finally Join The Crypto Crowd

Tim Vollans

Yellen had a lot to say, and the ECB are here to close the spreads after all...

Tim Vollans

- Hang Seng At 20-Month High - Iran Blames Blackouts On Bitcoin - Oil Optimism Outweighs Demand Concerns - BOJ Policy Review To Make ETF-Buys More Flexible

Tim Vollans

📈 China Data Drop: GDP Grew 6.5% in Q4 🛢Biden To Cancel Keystone Pipeline Project 💰 RBA Says Low Rates Inflate Asset Prices 🏖 U.S. MLK Holiday

Tim Vollans

- Biden's Plan - Who Needs The GOP? - Powell Puts Taper Talk To Bed - UK Worker Rights 'At Risk' - Bank Earnings In Focus

Tim Vollans

- China's Record Trade Surplus - Trump Bolsters China Investment Ban - Chinese Staff Can Work In EU For 3 Years - Clarifying Clarida's 2% Inflation Targets - Biden's $2 Trillion Plan - Covid Immunity & J&J Vaccine

Tim Vollans

- Fed Taper Talk Pushback - Oil Up On Inventory Draw - Trump Impeachment Theatre - Breaking News! Bitcoin Is Volatile - Europe: Double Dip Recession Beckons - Morgan Stanley Drop Weak Dollar Call

Tim Vollans

- Risk Sentiment: Turnaround Tuesday? - Fed Taper Talks - Stocks 'Extreme Valuations' - Japan Deflation Fear Returning - China Plans Further Hong Kong Crackdown

Tim Vollans

- Chinese CPI/PPI - Aus Retail Sales Surge by 7.1% - U.S-China Relations In Focus - Bitcoin Tumbles - UK To Tighten Covid Measures - Trump Impeachment

Tim Vollans

- Record Highs In Asian Markets - Beijing Censors Alibaba Probe - DR Congo Joins Belt & Road - Biden Stimulus One-Two - Hyundai Surges on Apple Discussions - Bitcoin hits $40,000, Falls 5% - Tesla 5th Largest U.S Company - NFP & Clarida In Focus

Tim Vollans

- Risk Sentiment Remains Strong - Dem Senate To Make $2,000 Payment Priority - Crypto Market Tops $1 Trillion - Japan Wages Fall - Australian Trade Booms

Tim Vollans

- Dems Lead Runoffs, U.S. 10Y hits 1% - Hong Kong Democracy Arrests - Trump Bans Chinese Apps Incl. AliPay - NYSE May U-Turn Again On China Delisting - Bitcoin Over $35,000

Tim Vollans

- Georgia Senate Runoffs - NYSE U-Turn on China Delistings - OPEC+ Negotiations Continue - Aus Job Ads at 18 Month High - U.S. Banks Can Settle On Blockchain - U.S. Inflation Gauge Above 2%

Tim Vollans

- China PMI Reading Slips - Japan Manufacturing PMI Hits 50 - Tokyo State Of Emergency? - OPEC+ Expected To Maintain Cuts - More China Delistings - Ethereum 🚀

Tim Vollans

- McConnell Thwarts $2,000 Stimulus - U.S. Tariffs EU Wines, Aircraft Parts - Chinese PMI's - Growth Plateau - U.S, U.K. China Vaccine Tracking - Brexit Deal Approved - XRP First, Tether Next? - ECB Will Raise Rates If Needed: Weidmann

Tim Vollans

- $2,000 Stimulus Looks Unlikely, $600 Payments En Route - XRP Delistings Continue - UK House Prices Rise Most In 6 Years - Oxford-AZN Vaccine Approved in UK, But More Restrictions Expected Today

Tim Vollans

- House Approves $2,000 Stimulus, Senate Vote Today - Tougher China Restrictions For U.S. Investor Funds - ERG Support Brexit Deal - EU/China Investment Pact - Small Chinese Firms & Retail Struggle To Access Credit - FAA Regulations Bring Drone Deliveries A Step Closer

Tim Vollans

Trump signs da ting, stocks head higher - start of the Santa rally?

Tim Vollans

Is It Brexmas Day Yet? Alibaba Down Nearly 10% on China Anti-Trust, Santa Rally, Japan to Defend 100 Yen (Once), Trump Vetoes, Turkey Rate Hike

Tim Vollans

- Trump Wants Spending Bill Modified, Bigger Stimulus Payments - Brexit Deal 'Possible' Today - API Crude Inventories Up - China/DCE Cools Iron Ore Rally

Tim Vollans

- Covid Relief Bill In Detail - Brexit - Fishing For A Headline - Australian Retail Sales Smash Expectations - Google, Facebook Team Up For AntiTrust

Tim Vollans

- GBP Hit By Lockdown, Travel Restrictions, Brexit Impasse - U.S. Stimulus Deal Reached - China Maintains LPR - Hikes Next Year? - Defend 100 Yen Barrier

Tim Vollans

- Brexit - Another Weekend 'Deadline' Looms - BOJ Extends Funding Amid Deflation Fears - Covid Returns To Sydney - Stimulus Talks To Continue Over Weekend

Tim Vollans

- Stimulus Deal Close - Fed QE To Continue Until Substantial Economic Progress Is Seen - Brexit Talks - Fishing In Focus - Oil At 9 Month Highs - Bitcoin to 400k?

Tim Vollans

- Stimulus Negotiations 'Getting Closer' - Brexit Trade Deal Next Week? - Japan's Exports Struggle - Australian PMI's Growth Momentum - Oil Inventories Increase

Tim Vollans

Green on the screen to start the week. European Opening Calls:#FTSE 6556 +0.15%#DAX 13183 +0.52%#CAC 5544 +0.66%#AEX 618 +0.57%#MIB 21854 +0.70%#IBEX 8116 +0.65%#OMX 1904 +0.

Tim Vollans

Another mixed overnight session, with a little more red than green. KOSPI outperforms after strong export data; - South Korea Dec 1-10 Imports Rise 7.9% Y/Y - Dec 1-10 Exports Rise 26.9% Y/Y -

Tim Vollans

A slightly negative & indecisive undertone to markets overnight. The ASX closed 0.67% lower, Japan's Nikkei lost 0.23%, and the KOSPI shed 0.33%. Worth noting that although they closed down on the day, both the

Tim Vollans

Positivity in Asian markets overnight, with the ASX up 0.6%, Nikkei +1.3% & KOSPI reversing yesterday's losses to gain 2%. With U.S. futures in the green, treasury yields slightly higher, and dollar (DXY) down to

Tim Vollans

Indecisive overnight trade in Asia, with indices mainly drifting lower. For the 100th time this year Reuters is running the 'Asian stocks under pressure as pandemic concerns outweigh stimulus hopes' headline. European Opening Calls:#FTSE 6538 -0.27%

Tim Vollans

A positive start to the Asian session faded somewhat on news that the U.S. is preparing new sanctions on Chinese officials over Hong Kong crackdown. Chinese markets broadly lower. S&P 500 futures briefly rallied above

Tim Vollans

Asian stocks grinding a touch higher, with KOSPI the star of the show, up 1.3%. The OPEC+ deal had the desired effect, oil prices pushing higher overnight. U.S. futures point to slight gains for the major

Tim Vollans

Indices traded indecisively overnight, whilst dollar and oil have continued to the downside. EURUSD trades above 1.2070, Crude in the lower 44s, and Brent in the low 47s. Macrodesiac are huge fans of Utrust & their HOLD

Tim Vollans

Stocks are off to a positive start for December, bonds and dollar a little softer, oil indecisive amidst OPEC uncertainty. DXY couldn't hold above 92, with 91.75 the next level of support. European Opening Calls:#FTSE 6306

Tim Vollans

A softer risk tone to close out November. Indices broadly lower, bonds & JPY catching a small bid, dollar still unloved, trading at lowest since April 2018. European Opening Calls:#FTSE 6330 -0.60%#DAX 13251 -0.64%

Tim Vollans

A quiet overnight session, most markets trading indecisively amid the Thanksgiving holiday and the lack of a fresh narrative impulse. China's recovery continues; China's industrial profits grow at quickest monthly pace since early 2017 Profits at China’s

Tim Vollans

Happy Thanksgiving Day! Or if you're not in America. Happy Thursday! Here's the picture in Asia overnight; Bitcoin dipped around 4%, back below $18,000, EURUSD has eyes on 1.1950. European Opening Calls:#FTSE 6399 +0.13%

Tim Vollans

Asian indices pushed higher in early trade, paring gains later in the session. Nikkei moved up 1.6%, but later fell back to close +0.5% on the day. S.Korea's KOSPI was up 0.5% at one

Tim Vollans

Overnight positivity in the markets. The Nikkei gained 2.5%, buoyed by overall optimism & BOJ Governor Kuroda's comments to parliament that the nation was not heading toward deflation. Brent crude is back at March levels, the NZD

Tim Vollans

A 'risk on' start to the week. U.S. futures pointing higher, Asian indices in the green (Japan closed for holiday today), oil slightly stronger with CL trading in the high 42's and Brent over $45. South Korea's

Tim Vollans

Mnuchin & Fed clash, Japan deflation concerns, Australian retail sales surprise, Covid hospitalisations and restrictions increase, UK retail sales ahead.

Tim Vollans

Australian employment, no deal Brexit plans, airlines needing more handouts, Poland & Hungary veto review, China-Australia relations straining further

Tim Vollans

Uncertainty still the dominant theme this morning. U.S. yields grinding lower, and equity futures slightly in the red. Bitcoin decisively hit $18,000 overnight, but no such decisiveness to be found elsewhere. Ray Dalio is taking note,

Tim Vollans

😲- Tesla in the S&P 500, Risk sentiment a little softer, U.S. retail sales the highlight, Powell to speak later today..

Tim Vollans

Positivity reigns supreme this morning and markets are buying everything (again). Maybe it's fuelled by solid vaccine trials, maybe it's the signing of the world's largest regional free trade agreement? Or maybe... “There’s just mountains of cash

Tim Vollans

A softer risk tone overnight, with Asia following Wall Street's downbeat lead.   Bonds are back in demand with the US 10Y yielding 0.87% and the 30Y 1.62%. European Opening Calls:#FTSE 6298 -0.64%#DAX 13042

Tim Vollans

'Cause I've been changing my mind... I've changed my mind.Markets looking a little tentative this morning. U.S. bonds are back and catching a bid after yesterday's break, U.S. futures are slightly lower, and the dollar

Tim Vollans

Plenty of positivity in Asian markets overnight, the Nikkei closing earlier at the highest level since 1991. European & U.S. futures are positive, but painting a more cautious picture for now. Note that U.S. bond markets

Tim Vollans

Yesterday's positive vaccine news pushed global indices higher across the board. Side effects may include vertigo, lethargy, and loss of (risk) appetite. So it is this morning, with a slightly blunted risk outlook. Pulling back in Asian session.

Tim Vollans

Stocks Rocket Bank of Japan closely watching the yen Biden to reverse 'America First' agenda, EU & China excited. Trump won't concede

Tim Vollans

Election updates, BOE & Sunak. FOMC a footnote

Tim Vollans

Well, it's been an topsy-turvy night and we're not done yet. The only thing we know for sure is that pollsters will be added to the unemployment figures! As things stand, it's all very messy and a clean

Tim Vollans

Green on the screen in Asian indices overnight. Risk sentiment is pretty positive across the board.   Markets grinding higher through Asian session. European Opening Calls:#FTSE 5706 +0.89%#DAX 11895 +0.90%#CAC 4733 +0.88%#AEX

Tim Vollans

A more positive risk picture in Asian markets to start the week; Oil has taken another hit, and the USD is finding some love with DXY back above 94. European Opening Calls:#FTSE 5571 -0.11%#DAX 11592

Tim Vollans