Category: Financial Markets

The Half Full Brigade: Market Update 7th August 2021

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/

FINAL REMINDER DFA Live Q&A Tonight 8pm Sydney – Latest Household Stress And Scenarios

Join us for a live Q&A as I discuss the latest from our household surveys in the light of the recent lock downs. Which areas are most impacted?

You can ask a question live.

https://walktheworld.com.au/ .

Crypto: Feet Of Clay?

The ABC recently reported that Nugget’s News CEO Alex Saunders is accused of not being able to repay money. The crypto influencer has allegedly told friends he is on repayment plans. Several tech companies have distanced themselves from Mr Saunders.

We discuss this in the light of the recent ASIC comments and the rise of CBDC. And importantly described our relationship such that it was with Mr Saunders, given we have over the years recorded a number of broad economic discussions for our two separate channels.

To be clear, we have NO commercial relationship with him, or his projects nor endorse his activities, wherever the truth may lay. And we have no inside information at all.

And of course we will not be making any further shows with him until the issues are fully resolved.

https://www.abc.net.au/news/2021-07-28/the-biz-alex-saunders-nuggetsnews-crypto/100327444

https://www.abc.net.au/news/2021-07-29/asic-chair-joseph-longo-interview-cryptocurrencies-scams/100332560

A path to Britcoin: a UK digital currency isn’t just about the money, it’s a public service

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

The High Wire Act Continues: Market Update 31st Jul 2021

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

CONTENTS

0:00 Start
0:16 Introduction
0:55 Amazon Drop
2:09 US Consumer Spending
3:07 US GDP
3:31 Jobless Claims Up
4:13 FED Comments – Transitory? “ways to go…”
6:03 US Markets
07:25 Robinhood Markets Dismal IPO
14:40 Peaking Markets?
15:47 Oil
16:00 Iron Ore Drops
16:20 Gold
17:24 Bitcoin Back (for now)
17:52 Europe
20:07 Asia
22:10 Container Index
22:59 Australian Markets
27:00 Summary and Close

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

Fed Up With The FED?

We look at the latest from the FOMC and press conference.

The Committee decided to keep the target range for the federal funds rate at 0 to 1/4 percent and expects it will be appropriate to maintain this target range until labor market conditions have reached levels consistent with the Committee’s assessments of maximum employment and inflation has risen to 2 percent and is on track to moderately exceed 2 percent for some time.

Last December, the Committee indicated that it would continue to increase its holdings of Treasury securities by at least $80 billion per month and of agency mortgage‑backed securities by at least $40 billion per month until substantial further progress has been made toward its maximum employment and price stability goals.

https://www.federalreserve.gov/newsevents/pressreleases/monetary20210728a.htm

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

Is Truth The Victim? – The DFA Daily 27th July 2021

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

In today’s show, we look at the latest disappointing new home sales from the US, recent Bitcoin and Tether moves, the declines in Chinese US stock, Labors announcement to keep negative gearing, and the latest from the New Zealand on the impact of low interest rates in a frankly mickey-mouse piece of analysis.

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

A Game In Two Halves: Market Update 24th July 2021

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

In today’s show we look at the latest from financial markets around the world and try to read between the lines, as positive news from the US results season drowns out other more concerning issues. The Megaphone pattern continues to expand as expected.

0:00 Start
0:17 Introduction
0:41 US Markets Hit A New High
2:10 Jobless Claims Up
2:40 PMI Index
4:30 Inflation Stirring
6:10 The Roller Coaster
10:40 Oil
11:10 ECB Monetary Policy
12:44 Asia Pacific
13:28 Australian Market
16:21 Gold and Stagflation
22:36 Bitcoin – Major bounce?
25:09 Market Profits for the founders
25:40 Close

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