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

June 08, 2024 00:28:03
Markets Discombobulated By Rate Cuts And Mixed Rear View Mirror Data, But Still Bets On AI Growth!
Digital Finance Analytics (DFA) Blog
Markets Discombobulated By Rate Cuts And Mixed Rear View Mirror Data, But Still Bets On AI Growth!

Jun 08 2024 | 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

December 08, 2022 00:16:57
Episode Cover

Are There Signs Of Bank Mortgage Portfolio Stress Yet?

Given we now have mortgage rates 3% higher than at the start of the year – analysts are asking whether there are yet signs...

Listen

Episode

March 15, 2020 00:28:30
Episode Cover

Markets Under Stress – With Tony Locantro

I discuss the recent market ructions with Investment Manager Tony Locantro from Alto Capital. https://www.altocapital.com.au/ In his inimitable way he tells it like it...

Listen

Episode 0

May 21, 2020 00:19:31
Episode Cover

What's Happening To Interest Rates? - With Steve Mickenbecker [Podcast]

I caught up with Steve Mickenbecker, Group Executive, Financial Services & Chief Commentator at Canstar to discuss the latest in mortgage, cards, deposits and...

Listen