For the aspirational trader and financial markets professional. Coming at you two to three times a w
Today's slide deck: https://bit.ly/46utCye - Today we note interesting divergences in the US equit
Today we discuss whether the massive concentration in the US equity market is a bug or a feature, no
Today's slide deck: https://bit.ly/4kcqDOm - Today, wondering if the US market is pricing a bit to
Today, a look at Nvidia's new all time high, which actually came before news of Micron's very strong
Today we look at another day of strong market sentiment as the US Nasdaq 100 index hit an all time h
Today we discuss how Iran's staged response to US bombings mostly crushed the geopolitical tension p
Today we talk through the US "Operation Midnight Hammer" bombing of Iran's nuclear facilities and th
Today's slide deck: https://bit.ly/4e7CyLM - Today, a full-service podcast with slide deck: we t
Today - a look at the FOMC meeting, which saw the Fed smelling stronger stagflationary risks, while
Link to John's Mastering FX Webinar tomorrow Thursday, June 19. Today, a look at how this Israel-Ira
Today's slide deck: https://bit.ly/4jP99HK - Today we talk through the impact across markets from I
Today, can't help but turn more bearish on equities as the US trade policy issue finally adds some m
Today a quick update on another strong day for risk sentiment as the AI focus is reheating with a si
Today we look at a market that shows signs of lower volatility and rising complacency as we wonder w
Today's slide deck: https://bit.ly/3ZlIZVD Today, we look at whether the major Musk-Trump rift was
Today, we discuss yesterday's weak US numbers cratering the US dollar, if once again not decisively,
Today, a look at global equities and the US dollar on tilt as a new week and a new month get underwa
Today we look at what looked like a key reversal day for the near term yesterday - as the US equity
Risk sentiment is positive ahead of the next critical event that will determine whether the US marke
Today a look at Japanese Government Bond yields getting crushed overnight on signs that the MoF is p
