We're now in a technical market. Flow matters, fundamentals are relatively priced in, we now have to see how scared the market is. Have a listen to our thoughts going forward.
Absolute pleasure to be joined by Hedge Fund Advisor Buena Patria today. His view on rates, fx, equities and how they all combine is golden and will seriously help you try to understand your own process better!
💥 We're joined by Adrian Grimaldi Alberts to discuss the SP500, China, and what the state of the market is after the Fed's decision.
Talking UK inflation, Putin's games, and central banks taking their sweet time...
David sees more upside for USDCAD from here. Tim thinks USD will fall after the Fed meeting (unless they're talking four hikes or more in 2022)... (David's definitely wrong) And we're still looking for a LiveNation catalyst from Biden...
Inflation's high & everyone knows it. What's next? Plus some comments on LiveNation & Oil...
David's disappointed that there are no Fed speakers this week. China's demographics are inescapable, and optimism about the future and things being different is likely misplaced.
Non-Farm Payrolls, keeping an eye on high yield credit & the Fed rushing for the exit...
