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 0

February 28, 2022 • 00:23:57

Lehman Weekend 2.0? [Podcast]

We should expect volatility to amp up Monday and is already heading for its biggest two-month surge in a year, according to a gauge...

Episode

January 21, 2024 • 00:13:02

Kiwi Home Prices Wobble!

We got the latest on New Zealand Property for December 2023 from the Real Estate Institute of New Zealand. I love how they spin...

Episode 0

December 05, 2020 • 00:21:34

Home Lending Spin And Reality... [Podcast]

We look at the real new lending data, and compare it with the spin…. https://www.abs.gov.au/statistics/economy/finance/lending-indicators/oct-2020 The latest edition of our finance and property news...