The Half Full Brigade: Market Update 7th August 2021

August 07, 2021 00:31:42
The Half Full Brigade: Market Update 7th August 2021
Digital Finance Analytics (DFA) Blog
The Half Full Brigade: Market Update 7th August 2021

Aug 07 2021 | 00:31:42

/

Show Notes

The latest edition of our finance and property news digest with a distinctively Australian flavour.

In today’s show we look across the global markets, and read the runes of what’s going on. Despite the rising Delta case load, markets are looking through this potential risk, reacting tor recent company results, and jobs growth which occurred pre-Delta. The glass is, as they say half-full!

CONTENTS
0:00 Start
0:15 Introduction
0:45 US Markets
1:20 US Jobs Strong
2:00 Will the FED Taper?
7:10 US Treasury Yields and Banks
7:50 Oil Prices
9:15 FED Balance Sheet
10:14 Tech Stocks Fall
10:49 Euro Zone and UK Markets
11:10 London Stock Exchange Booms
12:20 Bank of England Monetary Policy
14:38 Results In Europe
16:12 UK Takeovers
18:27 Asia – China
19:19 Japan
20:05 Australian Markets
22:28 Monetary Policy SMP
26:10 New Zealand Employment
27:00 Bitcoins Short Squeeze
28:34 RBA on House Prices (Not Their Problem)
30:50 Conclusion

Go to the Walk The World Universe at https://walktheworld.com.au/

Other Episodes

Episode 0

October 11, 2024 00:09:38
Episode Cover

The Noise In The CPI Data Machine!

When you are totally data dependent, as the FED is, noise in the incoming data is always going to be an issue, because signal...

Listen

Episode 0

April 03, 2021 00:30:38
Episode Cover

Archegos - Is Leverage In Question Now? [Podcast]

We dissect the Archegos Capital Management story, and look at Family Offices, Block Orders and the derivatives they used. And also asks whether this...

Listen

Episode 0

August 22, 2020 00:55:31
Episode Cover

The World Is In Denial [Podcast]

A Fridays afternoon chat with journalist Tarric Brooker, in which we dissect the latest economic and political news, and seek out the meaning of...

Listen