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 13, 2026 • 00:33:32

A Budget And Housing Debrief…

This is my edit of our monthly economic update, with a focus this time on the outcomes from the budget, and its impact on...

Episode 0

March 18, 2020 • 00:40:50

After The Deluge... [Podcast]

Robbie Barwick and I discuss what should happen next. https://www.propublica.org/article/how-south-korea-scaled-coronavirus-testing-while-the-us-fell-dangerously-behind Dr Wilson Sy - The Economy of the Lucky Country (Part 1) - How...

Episode 0

March 13, 2020 • 00:21:03

The Property Listing Pandemic [Podcast]

Property insider Edwin Almeida and I discuss the thorny issue of running open houses in the current environment. What precautions should we take? And...