videos & podcasts

09/30/2020
Stocks   Macro  

PepsiCo, Constellation Brands and manufacturing PMIs

For the day ahead I’m looking out for earnings from PepsiCo, Corona beer-owner Constellation brands and H&M – as well as European and US manufacturing PMIs.

09/28/2020
IPO  

Palantir IPO & Presidential debate

For the day ahead, I’ll be watching out for the Palantir IPO, Micron Technologies earnings and the first presidential debate between Donald Trump and Joe Biden.

09/27/2020
Stocks   Commodities  

Apple vs. EU 2.0 & Nikola bought its truck design

There is pretty much zilch on the economic or earnings front- which typically means we get bumped around in markets by sentiment – and possibly politics.

09/24/2020
Forex   Index  

Trump Supreme Court pick and durable goods

For the day ahead, I’ll be watching out for how markets prepare for President Donald Trump announcing his supreme court nominee on Saturday- as well as US durable goods data.

09/23/2020
Forex   Switzerland  

Swiss National Bank Preview & Haven FX flows

For the day ahead I’m concentrating on the interest rate decision from the Swiss National Bank and a breakout in the US dollar.

09/22/2020
Macro  

September PMIs to show ‘plateau’

It's the first set of September PMIs from across the Eurozone, UK and the US as well as the RBNZ rate decision and another testimony from Fed Chair Powell.

09/21/2020
Bonds   Metals  

Risk-off & Tesla’s Battery Day

For the day ahead, I’ll be watching investor reaction to yesterday’s big risk-off day across markets, Tesla’s so-called ‘Battery day’ and the testimony from Fed Chair Jay Powell.

09/20/2020
Stocks   Politics  

Trump approves TikTok deal & Superdry earnings

For the day ahead there is the reaction to President Donald Trump approving the TikTok Oracle deal, a speech from Jay Powell and earnings from Superdry.

09/18/2020
Forex   Macro  

USD/JPY sub-105 & UK retail sales

For this day ahead I'm watching the dollar-yen exchange rate which dropped below the 105 level – there is also UK and Canadian retail sales reported today.

09/17/2020
Forex   FX Options  

Central bank double trouble (BOJ & BOE)

It’s central bank double trouble – the Bank of Japan and Bank of England decide interest rates also UK catalogue retailer Next reports interim earnings.

09/16/2020
Forex   Private equity  

Fed meeting & Buffett-backed Snowflake IPO

For this day ahead I’ll be focused on potentially the biggest software IPO ever – Snowflake as well as the Federal Reserve rate decision and UK CPI data.

09/15/2020

Apple product launch & Oracle TikTok deal

In this day ahead: Apple’s product launch (likely not involving the new iPhone), China economic data and whether Trump agrees to the Oracle TikTok deal.

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