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

January 25, 2025 • 00:17:59

Markets Reach Higher On Trump Change But Expect The Unexpected

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

Episode 0

September 16, 2023 • 01:13:49

Chasing Our Tails? Your Burning Questions Answered: With Tarric Brooker...

Another deep discussion, plus slides with journalist Tarric Brooker. Thanks to all those who posed us questions (we did not get through them all,...

Episode

March 08, 2020 • 00:17:47

Negative Interest Rates Are Coming – Watch Your Cash! [Podcast]

We look at the latest trends on Australian Bonds, Credit Markets and the recent IMF paper on negative interest rates – which they link...