All Episodes
The Financial Source Podcast — 236 episodes
Trump and Xi’s Beijing Summit Puts Trade and Energy Markets in Focus: Week Ahead, May 11th
Energy Shock Exposes Limits of Central Bank Tools: Week Ahead, April 27th
ECB Signals Inflation Concerns While Growth Weakens Across Europe: Week Ahead, April 20th
Oil Tankers Stall as Middle East Tensions Collide With Sticky Inflation: Week Ahead, April 13th
Why Near-Zero Job Growth Is Now the Fed’s Preferred Outcome: Week Ahead, March 30th
Global Policy Paths Diverge as China Holds Firm and the West Hesitates: Week Ahead, March 23rd
Central Banks Trapped by Credibility as Oil Shock Hits Weak Economies: Week Ahead, March 16th
Energy Prices Surge, ECB Outlook Shifts as Turkey Faces Rising Inflation: Week Ahead, March 9th
Central Banks Hold Steady Ahead of US Payrolls and ECB Minutes: Week Ahead, March 2nd
Australia Hikes, New Zealand Pauses: Policy Divergence Deepens in Oceania: Week Ahead, February 23rd
ECB Holds Steady While UK Policy Cracks Begin to Show: Week Ahead, February 9th
Gold Rebounds Toward $4,900 as Dip Buyers Step Back In: US Session Update, February 3rd
RBA Shocks Markets With First Rate Hike in Two Years to 3.85%: London Session Update, February 3rd
Oil Slides as US–Iran Talks in Turkey Strip Out the War Premium: US Session Update, February 2nd
Bank of England Faces Another Tight Vote as Cuts Divide Policymakers: Week Ahead, February 2nd
US Floats 50% Tariff Threat on Canadian Aircraft Sales: US Session Update, January 30th
AUD Outperforms as Gold and Copper Boost Australia’s Terms of Trade: US Session Update, January 29th
US Softens on Venezuela Oil Flows While Pressure Ramps Up on Iran: London Session Update, January 29th
Trade Pressure Returns: Korea Talks in Focus as Tariff Risks Rebuild: US Session Update, January 28th
Powell’s Tone in Focus as Traders Watch for Earlier Rate Cuts: London Session Update, January 28th
Asian Geopolitical Risks Rise with North Korea Missile Tests: US Session Update, January 27th
Gold–Copper Divergence Sends a Caution Signal to Risk Assets: London Session Update, January 27th
Tariff Warnings Toward Canada Add Pressure to the US Dollar: US Session Update, January 26th
Markets Brace for a Critical Week as Global Rate Cut Expectations Stall: Week Ahead, January 26th
Yen Volatility Surges After Split Vote at the Bank of Japan: US Session Update, January 23rd
Trade Relief Lifts Risk Sentiment as Greenland Tariff Threats Fade: London Session Update, January 23rd
Markets Rotate Out of Safe Havens After Tariff Rollback: US Session Update, January 22nd
Australian Dollar Jumps as Trade War Risk Fades Overnight: London Session Update, January 22nd
Dollar and Yen Drift as Traders Wait on Davos and Trade Signals: US Session Update, January 21st
Gold Surges While Oil Hesitates as Markets Price Geopolitical Risk: London Session Update, January 21st
Swiss Franc Leads Gains as Geopolitical Anxiety Builds: US Session Update, January 20th
Markets React Sharply to US–France Trade Clash and “Board of Peace” Fallout: London Session Update, January 20th
China’s Property Slump Keeps Deflation Pressure Front and Center: Week Ahead, January 19th
Markets Pivot from Middle East Risk to US Chip Tariffs: US Session Update, January 15th
From Iran Headlines to Chip Tariffs: Markets Reprice Global Risk: London Session Update, January 15th
China Signals Treasury Support as a Diplomatic Lever Over Taiwan: US Session Update, January 14th
US Updates Chip Export Rules as Tech Policy Meets Geopolitics: London Session Update, January 14th
Oil Prices Jump on Black Sea Drone Attacks and Rising Iran Escalation: US Session Update, January 13th
Gold Targets Raised Toward $5,000 as Political Risk Dominates: London Session Update, January 13th
Swiss Franc Gains as Investors Seek Shelter From US Political Risk: US Session Update, January 12th
Understanding Basic Market Terminology - Episode #8 of Understanding Fundamental Analysis
CPI and Retail Sales in Focus as Fed Awaits Clearer Inflation Data: Week Ahead, January 12th
Yen Weakens Sharply as Policy Divergence with the Fed Widens: US Session Update, January 9th
IEPA Tariffs Highlight How US Trade Policy Is Being Used as Leverage: London Session Update, January 9th
The Three Step Analysis Process - Episode #7 of Understanding Fundamental Analysis for Beginners
Energy Weaponization Drives Risk Aversion Across Global Markets: US Session Update, January 8th
Euro Stabilizes, Sterling Lags as Global Risk Sentiment Softens: London Session Update, January 8th
Equities Turn Cautious as Political Headlines Overtake Economic Data: US Session Update, January 7th
Who are the players in the market? - Episode #6 of Understanding Fundamental Analysis for Beginners
Europe Finds Stability While Asia Faces Renewed Trade Friction: London Session Update, January 7th
Trade Weaponization Returns as China Targets Japan With Export Controls: US Session Update, January 6th
Saudi Price Cuts Clash With Venezuela Shock in Oil Markets: London Session Update, January 6th
Dollar and Gold Surge as Geopolitics Overtake Economic Signals: US Session Update, January 5th
Fed Cuts Rates, But Inflation and Tariffs Keep Policy on Hold for January: Week Ahead, January 5th
Ukraine Conflict Expands at Sea, Raising New Risks for Global Shipping Routes: US Session Update, December 19th
ECB Holds Steady but Mixed Forecasts Leave Euro Directionless: London Session Update, December 19th
Gold and Silver Ease as Dollar Strength Offsets Geopolitical Risk: US Session Update, December 18th
Markets Freeze Ahead of US CPI as BOE Cut Is Fully Priced In: London Session Update, December 18th
Gold Rises as UK Rate Cuts and Geopolitical Risk Are Priced In: US Session Update, December 17th
Markets Go Headline-Driven as Trade and Policy Risks Collide: London Session Update, December 17th
China’s EU Pork Tariffs Add New Trade Risk to Fragile Markets: US Session Update, December 16th
US Suspends UK Tech Deal, Reigniting Trade Uncertainty: London Session Update, December 16th
Markets React Faster to Diplomacy Than Supply Disruptions in Oil: US Session Update, December 15th
BOJ Inches Toward First Rate Hike in Years as Tankan Survey Surges: London Session Update, December 15th
Markets Brace for ECB, BOE and BOJ as Policy Divergence Widens: Week Ahead, December 15th
Mexico’s 50% Tariffs Disrupt North American Supply Chains: London Session Update, December 12th
Energy Logistics Under Pressure After Hits to Russia’s Shadow Fleet: US Session Update, December 11th
Markets React to Split Fed Vote and Rising Trade Aggression: London Session Update, December 11th
Dollar, Euro, and Yen All Stagnant in Rare Pre-Fed Paralysis: US Session Update, December 10th
Markets Brace for Fed Decision as Tech Trade Signals Turn Conflicting: London Session Update, December 10th
Don’t force a Narrative - Episode #5 of Understanding Fundamental Analysis for Beginners
Market Awaits Fed Decision as Trade and Tech Headlines Drive Volatility: US Session Update, December 9th
Policy Moves Overtake Economic Data as Markets Shift Focus: London Session Update, December 9th
Fed, RBA, and BoC Shape Markets in a Week of Major Rate Decisions: Week Ahead, December 8th
Eight Pillars of Market Movement - Episode #4 of Understanding Fundamental Analysis for Beginners
Yen Jumps as BOJ Rate Hike Speculation Intensifies: US Session Update, December 5th
Global Markets Turn Cautious Amid Rising Geopolitical Flashpoints: London Session Update, December 5th
NVIDIA Export License Becomes U.S.–China Flashpoint: US Session Update, December 4th
Oil Holds Firm After Inconclusive US–Russia Talks on Ukraine: London Session Update, December 4th
Oil Rises After Failed Russia–Ukraine Talks and Reported Pipeline Strike: US Session Update, December 3rd
The Raw Basics of Fundamentals - Episode #3 of Understanding Fundamental Analysis for Beginners
Aussie Dollar Firms Despite Weak GDP as RBA Holds Firm on Guidance: London Session Update, December 3rd
EU–China Diplomatic Shift Adds New Layer to Market Sentiment: London Session Update, December 2nd
Copper Breaks All-Time High Despite Weak Chinese PMI Data: US Session Update, December 1st
FX Markets Split: Strong Yen, Weak Euro, and Political Volatility Keeps GBP Under Pressure: London Session Update, December 1st
Canada Jobs Data in Focus as BoC Warns Limits of Monetary Policy: Week Ahead, December 1st
RBNZ Cut Sparks Kiwi Rally as BOJ Hints at Possible December Shift: US Session Update, November 26th
Equities Rise Despite Kyiv Strikes as Markets Prioritize Fed Dovish Turn: London Session Update, November 26th
Dollar Slides While ECB and BOE Struggle With Diverging Growth Pressures: US Session Update, November 25th
UK Budget Day: The Make-or-Break Moment for Gilts, Growth & Sterling
Gold Climbs on Softer Dollar and Rising Confidence in Fed Easing Path: London Session Update, November 25th
NZD Softens Before RBNZ Decision as Policy Divergence Widens: US Session Update, November 24th
Tech Sector Faces Renewed Pressure from U.S.–China Policy Shifts: London Session Update, November 24th
Markets Brace as Central Bank Policy Divisions Deepen: Week Ahead, November 23rd
Everything Is Connected - Episode #2 of Understanding Fundamental Analysis for Beginners
UK Retail Sales Miss Forecasts, Pound Struggles Ahead of PMI Data: US Session Update, November 21st
Markets React to Leaked U.S. Peace Proposal for Ukraine: London Session Update, November 21st
What Are The Financial Markets - Episode #1 of Understanding Fundamental Analysis for Beginners
Ukraine Peace + AI Boom = Massive Market Repricing: US Session Update, November 20th
Fed Caution Collides With AI Mania — Who Wins This Market Battle?: London Session Update, November 20th
Copper, Oil, and the Dollar - The Hidden Signals Traders Can’t Ignore: US Session Update, November 19th
Gold Surges, Yen Threatens Intervention — What Are Markets Bracing For?: London Session Update, November 19th
US Jobless Spike Shocks Markets — Is a Slowdown Already Here?: US Session Update, November 18th
Is the Dollar About to Collapse? Waller’s Surprise Signal Rocks FX Markets: London Session Update, November 18th
Japan’s Massive Stimulus vs. Weak Yen - A Crisis or a Strategy?: US Session Update, November 17th
Global Inflation Is Stubborn — Here’s What Central Banks Will Do Now: Week Ahead, November 17th
Risk-Off Everywhere - What Oil, Copper, and Currencies Are Signaling Now: US Session Update, November 14th
Post-Shutdown Chaos - Why the Dollar Is Falling Despite Fiscal Relief: US Session Update, November 13th
The Dollar Stays Strong While Political Chaos Hits the Pound: US Session Update, November 12th
Oil and Gold Surge Together — What’s Driving This Unlikely Rally?: US Session Update, November 11th
Why Smart Money Is Buying Gold Even as Risk Appetite Returns: London Session Update, November 11th
ING's Main Calls for 2026
Inside the Market Turnaround: From Fiscal Relief to a Global Risk Revival: US Session Update, November 10th
Policy Paralysis or Strategic Patience? Central Banks Face a Breaking Point - Week Ahead, November 7th
U.S.–China Tech War Deepens - The Hidden Market Fallout from Nvidia’s Export Block: US Session Update, November 7th
U.S. Job Cuts Surge 175% — Is This the Start of a Global Risk-Off Spiral?: London Session Update, November 7th
Dollar Collapse & Nuclear Tensions — Inside Today’s Global Risk Meltdown: US Session Update, November 6th
The New Trade Cold War: Legal Battles, Policy Shifts, and Energy Wars Explained: London Session Update, November 6th
Tariffs, Oil, and Geopolitics — Markets Brace for a Volatile Week: US Session Update, November 5th
Markets Slide, Tech Cracks, Oil Falls, and Geopolitics Heat Up Date: London Session Update, November 5
Oil Drops, Fed Divides, and Traders Flock to the Yen: US Session Update, November 4th
Fed Split Deepens as Oil Firms and Global Tensions Rise: London Session Update, November 4th
New York Sentiment Update for November 3 - Dollar Dominance Explained
Week Head November 3rd: Global Central Banks at a Crossroads: Fed, ECB, BoJ, and OPEC Shape the 2026 Market Outlook
New York Sentiment Update for October 31 - Dollar Holds Firm as China PMI Sours Risk
European Sentiment Update for October 31 - Trade Truce Hopes Meet Soft Data: Dollar Bid Fades, Commodities Rangebound
October 30th, New York Update: Global Markets and Geopolitical Briefing
October 30th, London Update: Global Markets and Geopolitical Briefing
October 29th, New York Update: Global Markets and Geopolitical Briefing
October 29th, London Update: Global Markets and Geopolitical Briefing
October 28th, New York Update: Global Markets and Geopolitical Briefing
October 28th, London Update: Global Markets and Geopolitical Briefing
October 27th, New York Update: Global Markets and Geopolitical Briefing
October 27th, London Update: Global Markets and Geopolitical Briefing
October 24th, New York Update: Global Markets and Geopolitical Briefing
October 24th, London Update: Global Markets and Geopolitical Briefing
October 23rd, New York Update: Global Markets and Geopolitical Briefing
October 23rd, London Update: Global Markets and Geopolitical Briefing
October 22nd, New York Update: Global Markets and Geopolitical Briefing
October 22nd, London Update: Global Markets and Geopolitical Briefing
October 21st, New York Update: Global Markets and Geopolitical Briefing
October 21st, London Update: Global Markets and Geopolitical Briefing
October 20th, New York Update: Global Markets and Geopolitical Briefing
Week Head October 20th: Tariff Turmoil Meets Central Bank Crosscurrents
October 17th, New York Update: Global Markets and Geopolitical Briefing
October 17th, London Update: Global Markets and Geopolitical Briefing
October 16th, New York Update: Global Markets and Geopolitical Briefing
October 16th, London Update: Global Markets and Geopolitical Briefing
October 15th, New York Update: Global Markets and Geopolitical Briefing
October 15th, London Update: Global Markets and Geopolitical Briefing
October 14th, New York Update: Global Markets and Geopolitical Briefing
October 14th, London Update: Global Markets and Geopolitical Briefing
October 13th, New York Update: Global Markets and Geopolitical Briefing
Week Head October 13th: Tariff Turmoil Meets Central Bank Crosscurrents
October 10th, New York Update: Global Markets and Geopolitical Briefing
October 10th, London Update: Global Markets and Geopolitical Briefing
October 9th, New York Update: Global Markets and Geopolitical Briefing
October 9th, London Update: Global Markets and Geopolitical Briefing
October 8th, New York Update: Global Markets and Geopolitical Briefing
October 8th, London Update: Global Markets and Geopolitical Briefing
October 7th, New York Update: Global Markets and Geopolitical Briefing
October 7th, London Update: Global Markets and Geopolitical Briefing
October 6th, New York Update: Global Markets and Geopolitical Briefing
Week Head October 6th: G7 Macro in a Data Desert: US Shutdown, OPEC+ Crosscurrents, Japan’s Leadership Transition, and RBNZ/BoC Policy Risks
October 3rd, New York Update: Global Markets and Geopolitical Briefing
October 3rd, London Update: Global Markets and Geopolitical Briefing
October 2nd, New York Update: Global Markets and Geopolitical Briefing
October 2nd, London Update: Global Markets and Geopolitical Briefing
October 1st, New York Update: Global Markets and Geopolitical Briefing
October 1st, London Update: Global Markets and Geopolitical Briefing
September 30th, New York Update: Global Markets and Geopolitical Briefing
September 30th, London Update: Global Markets and Geopolitical Briefing
September 29th, New York Update: Global Markets and Geopolitical Briefing
September 29th, London Update: Global Markets and Geopolitical Briefing
Week Head September 29th: Jobs, Tariffs, and Tensions
September 26th, New York Update: Global Markets and Geopolitical Briefing
September 26th, London Update: Global Markets and Geopolitical Briefing
September 25th, New York Update: Global Markets and Geopolitical Briefing
September 25th, London Update: Global Markets and Geopolitical Briefing
September 24th, New York Update: Global Markets and Geopolitical Briefing
September 24th, London Update: Global Markets and Geopolitical Briefing
September 23rd, New York Update: Global Markets and Geopolitical Briefing
September 23rd, London Update: Global Markets and Geopolitical Briefing
September 22nd, New York Update: Global Markets and Geopolitical Briefing
September 22nd, London Update: Global Markets and Geopolitical Briefing
Week Head September 22nd: Dollar Strength After Measured Fed Easing
September 19th, New York Update: Global Markets and Geopolitical Briefing 20 minutes
September 19th, London Update: Global Markets and Geopolitical Briefing
September 18th, New York Update: Global Markets and Geopolitical Briefing 20 minutes
September 18th, London Update: Global Markets and Geopolitical Briefing
September 17th, New York Update: Global Markets and Geopolitical Briefing
September 17th, London Update: Global Markets and Geopolitical Briefing
September 16th, New York Update: Global Markets and Geopolitical Briefing
September 16th, London Update: Global Markets and Geopolitical Briefing
September 15th, New York Update: Global Markets and Geopolitical Briefing
September 15th, London Update: Global Markets and Geopolitical Briefing
Week Head September 15th: FOMC, Global Central Banks, and FX Dynamics
September 12th, New York Update: Global Markets and Geopolitical Briefing
September 12th, London Update: Global Markets and Geopolitical Briefing
September 11th, New York Update: Global Markets and Geopolitical Briefing
September 11th, London Update: Global Markets and Geopolitical Briefing
September 10th, New York Update: Global Markets and Geopolitical Briefing
September 10th, London Update: Global Markets and Geopolitical Briefing
September 9th, New York Update: Global Markets and Geopolitical Briefing
September 9th, London Update: Global Markets and Geopolitical Briefing
September 8th, New York Update: Global Markets and Geopolitical Briefing
September 8th, London Update: Global Markets and Geopolitical Briefing
Week Head September 8th: US CPI, OPEC+ Decisions, and Geopolitical Flashpoints
September 5th, New York Update: Global Markets and Geopolitical Briefing
September 5th, London Update: Global Markets and Geopolitical Briefing
September 4th, New York Update: Global Markets and Geopolitical Briefing
September 4th, London Update: Global Markets and Geopolitical Briefing
September 3rd, New York Update: Global Markets and Geopolitical Briefing
September 3rd, London Update: Global Markets and Geopolitical Briefing
September 2nd, New York Update: Global Markets and Geopolitical Briefing
September 2nd, London Update: Global Markets and Geopolitical Briefing
September 1st, London Update: Global Markets and Geopolitical Briefing
Week Head September 1st: Focus is squarely on U.S. labor data
August 29th, New York Update: Global Markets and Geopolitical Briefing
August 29th, London Update: Global Markets and Geopolitical Briefing
August 28th, New York Update: Global Markets and Geopolitical Briefing
August 28th, London Update: Global Markets and Geopolitical Briefing
August 27th, New York Update: Global Markets and Geopolitical Briefing
August 27th, London Update: Global Markets and Geopolitical Briefing
August 26th, New York Update: Global Markets and Geopolitical Briefing
August 26th, London Update: Global Markets and Geopolitical Briefing
Week Head August 25th: Global Markets and Geopolitical Briefing
August 22nd, New York Update: Global Markets and Geopolitical Briefing
August 22nd, London Update: Global Markets and Geopolitical Briefing
August 21st, New York Update: Global Markets and Geopolitical Briefing
August 21st, London Update: Global Markets and Geopolitical Briefing
August 20th, New York Update: Global Markets and Geopolitical Briefing
August 20th, London Update: Global Markets and Geopolitical Briefing
August 19th, New York Update: Global Markets and Geopolitical Briefing
August 18th, London Update: Global Markets and Geopolitical Briefing
August 12th, London Update: Tariffs Extended, Gold Stays Tariff-Free, and FX Holds Steady Ahead of CPI