FXCM Market Talk Your Trading & Finance Podcast

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FXCM's podcast where their senior market specialists consider and analyze various market fundamentals and intermarket relationships. Our analysis is current, relevant, and most importantly - interesting. We also look to bring you important and informative interviews. Please listen closely to the read disclaimer at the beginning of our podcasts.

  1. 07/11/2023

    084 – Jobs data suggests slowdown but not enough to change Fed policy

    The non-farm employment change published at 209K. This was lower than the 224K expected and lower than the last print at 306K. These are signs of cooling down, but the job market remains overall strong. The Fed minutes were released last Wednesday but did not give us any new information and a 25-bps hike is still likely at the Fed’s next meeting. This week UK jobs data showed high average earnings, which will be a concern to the Bank of England. Later in the week we get US inflation data and Q2 earnings is set to kick off with the big banks’ earnings and Delta airlines. We also see central bank releases from the Reserve Bank of New Zealand and the Bank of Canada.

    16 min

  2. 07/03/2023

    083 – Powell delivers on hawkish tone at Sintra Symposium

    At the ECB’s symposium in Sintra, Portugal, Fed Chair Powell was hawkish, looking to align markets with the latest dot-plot projection of another two interest rate hikes for this year. US final GDP printed significantly higher than preliminary indications. Headline PCE declined but the core number was sticky. This week, the US celebrates its Independence Day holiday, with the first two days having light liquidity. Wednesday sees the FOMC minutes released, and Friday has the US non-farm employment change scheduled.

    16 min

  3. 06/26/2023

    082 – UK inflation prints red hot and BoE surprises with 50bps hike

    Last week, Fed Chair Powell testified on Capitol Hill with a hawkish testimony, but it was the UK inflation print and BoE’s 50bps hike that got the markets attention. This week is the ECB Sintra Forum with Wednesday scheduling a key panel discussion. Inflation prints out of the US, Canda, Australia, and Eurozone will be keenly followed, with final GDP numbers out of the US and UK towards the end of the week.

    13 min

  4. 06/12/2023

    081 – Market expects Fed pause but it is going to be close

    China CPI and PPI disappointed last week. This week US CPI will be released on Tuesday and the Fed statement is scheduled for Wednesday. The market is pricing in a pause but given the RBA and BoC surprise hikes last week, it is going to be close. Thursday has the ECB expected to hike by 25 bps and Friday will see the BoJ Policy Rate announcement. Tune in to this week’s podcast as our analysts discuss these stories.

    17 min

  5. 06/06/2023

    080 – Reserve Bank of Australia surprises with 25 bps hike

    Last Friday’s NFP surprised to the upside printing at 339K – 193K was expected. Fed speakers talk about a skip in rate hikes and markets have repriced around this. Saudi Arabia announced a 1 million barrels/day cut for the month of July with an option to extend. The Reserve Bank of Australia surprised markets with a 25-bps hike but Bank of Canada is still expected to hold. On Friday we get another measure of Chinese demand as it releases its CPI. These plus more in this week’s podcast.

    16 min

  6. 05/29/2023

    079 – Market reprices rate path following inflation data

    Last week saw inflation coming in ahead of expectations. This has led to markets repricing the path of Fed hikes. US GDP came in better that expected but German GDP reflects technical recession. After a 90-minute call on Saturday, there is a debt ceiling deal which needs to be ratified by both Houses. Non-Farm Payrolls will be released this Friday, providing the next clue for rates. Listen in for these stories and more.

    17 min

  7. 05/22/2023

    078 – Fed Chair Powell leaves door open for a pause

    On Friday, during a panel discussion, Fed Chair Powell suggested that rates may not climb as much as expected due to credit tightening. Other Fed speakers suggest that FOMC members are developing diverging views. China data hints at a slowing momentum in recovery and EU CPI is still too high. This week sees two more inflation data points – core PCE on Friday and UK inflation on Wednesday. Wednesday will also see the release of the FOMC minutes. Listen to FXCM Market Talk for these stories and more.

    20 min

  8. 05/15/2023

    077 – US headline inflation drops below 5% for the first-time since 2021

    Last week, US headline inflation came in under 5% for the first time in two years. Core inflation was 5.5% y/y and is still looking sticky. Chinese CPI was a disappointing 0.1% y/y and Chinese factory-gate inflate declined 3.6% y/y. We also saw the BoE raise rates by 25 bps to 4.50%. This week will see a host of Fed speakers with Fed Chair Powell participating in a panel discussion on Friday. Chinese and US retail sales and industrial production will be released on Tuesday and Euro final inflation y/y numbers will print on Wednesday. Join our discussion for these topics and more.

    19 min
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FXCM's podcast where their senior market specialists consider and analyze various market fundamentals and intermarket relationships. Our analysis is current, relevant, and most importantly - interesting. We also look to bring you important and informative interviews. Please listen closely to the read disclaimer at the beginning of our podcasts.

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