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

May 22, 2024 • 00:09:02

New Zealand Rates Held Higher For Longer As Hawks Fly!

The Reserve Bank of New Zealand left the Official Cash Rate at 5.5% on Wednesday, saying that Restrictive monetary policy has reduced capacity pressures...

Episode

January 01, 2025 • 00:45:43

DFA: Looking Back And Looking Forwards...

In this episode we review our most viewed shows from 2024, and identify the key issues and themes which got the most attention. Interestingly...

Episode 0

July 05, 2023 • 01:32:56

Replay: DFA Live - Investing Now - With Damien Klassen [Podcast]

This is an edited version of our latest live show. This week Damien Klassen from Walk The World Funds and Nucleus Wealth discussed the...