Markets Discombobulated By Rate Cuts And Mixed Rear View Mirror Data, But Still Bets On AI Growth!

Digital Finance Analytics (DFA) Blog

Jun 08 2024 | 00:28:03

00:00 / 00:28:03

Show Notes

In this week’s market review, as usual we will start in the US, cross to Europe, then Asia, and end in Australia, and in passing we cover commodities and crypto. I have been highlighting how the data driven approach by Central Banks is a problem, because as new data lands, markets try to respond, making swings in sentiment a core feature of every day. On Wednesday we got a rate cut from the Bank of Canada, who became the first major central bank among the Group of Seven countries to cut interest rates by a quarter of a percentage point […]

Other Episodes

Episode

July 18, 2026 • 00:22:05

Brutal Markets Pivot On AI, Chips And Energy; Despite Earnings Hopes!

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and...

Episode

January 09, 2025 • 00:05:43

Rental Growth Hits A Ceiling!

The REA Group just published PropTrack Rental Price Data to December Quarter 2024. They say that National median weekly advertised rents increased by 1.6%...

Episode 0

August 04, 2023 • 01:16:59

This Time Is Different! - With Tarric Brooker

My latest Friday chat with Journalist Tarric Brooker, as we deep dive into the latest charts and trends. You can see the charts here:...