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The euro goes up, the dollar goes down, and China devalues the yuan. But what's behind these currency fluctuations? This forex podcast is all about the global currency market. Our three financial market analysts, who are also top Bloomberg forecasters, discuss macro-economic news and its effect on the global financial market - providing you with insights to make informed decisions. *The information contained in this podcast does not constitute a recommendation from any Ebury entity to the re ...
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Ebulição Financeira

Ebulição Financeira

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A Ebulição Financeira é o seu novo canal para obter conhecimentos do mercado financeiro. Se voce é estudante, quer obter alguma certificação ou investir melhor seus recursos, voce está no lugar certo!
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ebuyer tv

ebuyer.com

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ebuyer tv - Amazing product demos, How-To videos, Step-By-Step guides and reviews. Visit our site to see our great deals. Look for our Podcast in the iTunes Store
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¡Tantas cosas para aprender y tan poco tiempo! ¿A qué cada vez que lees un contenido en un blog piensas eso? Las horas del día son las mismas para todo el mundo y se nos quedan cortas para hacer todo lo que queremos. Porque también nos pasa lo mismo, hemos pensado en realizar este podcast. Para que aproveches los tiempos libres donde no puedes leer todo el contenido que quisieras, pero tienes ganas de seguir aprendiendo cómo sacar más provecho a tu negocio en Internet. En el autobús, en el d ...
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In this week’s episode, our analysts discuss the latest business activity PMI numbers out of the G3 economies, which seem to be pointing to a convergence in economic performance between the US and its major peers. Matt, Enrique and Roman also give their thoughts on what to expect from next week’s European Central Bank meeting. While the economy in …
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The UK economy crashed into a technical recession in the second half of 2023, after Britain’s GDP contracted for the second straight quarter in Q4. While this was no big surprise to investors, the magnitude of the downturn was more severe than anticipated. But, what impact did the news have on the pound? And how could the UK’s disappointing growth …
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Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…
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In this week's episode, we delve into key economic data releases and major central bank meetings that lie ahead. Recently, the USD has demonstrated notable strength, rallying across all G10 currencies. The driving force behind this surge? Markets adjusting expectations as the likelihood of a Fed rate cut in March dips below 50%, marking the first t…
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Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…
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In this week's episode, our analysts turn their attention to the year ahead, and give their thoughts on what to expect in the FX market in the coming twelve months. What will be the most important themes in markets this year, and how could central bank easing cycles and the US and UK elections impact currencies? We also give our thoughts on the glo…
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In this episode, we delve into the aftermath of the Federal Reserve's unexpectedly dovish shift following its December policy meeting. FOMC Chair Powell said the ‘progress’ had been made on inflation, while noting that discussions were already being had on interest rate cuts. The ‘dot plot’ was also revised lower, suggesting a total of 75 basis poi…
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We unpack the recent inflation developments, focusing on the disappointing October US and UK CPI reports. These both fell short of market expectations, leading to no shortage of volatility in markets. US headline inflation dropped sharply to 3.2%, while monthly inflation failed to rise for the first time since July 2022. This, coupled with a two-ye…
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Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…
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We have a special guest in this episode of FX Talk, Ebury's Head of Nordics, Carl Lindh, as we debate the outlook for the main currencies in Scandinavia. Before we get into that, we discuss the fallout from the latest major central bank meetings, and October’s underwhelming US nonfarm payrolls report. Both the Federal Reserve and the Bank of Englan…
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The ongoing conflict between Israel and Palestine has taken centre stage, with a focus on the recent Hamas attacks and the Israeli military's retaliatory actions. Meanwhile, financial markets remain fixated on economic data and central bank decisions. Following our previous episode, most currencies rebounded against the dollar, thanks in part to a …
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September was a very busy month in the FX market, dominated by a host of major central bank meetings. Events kicked off with the ECB, which delivered a ‘dovish hike’, whereby it raised rates, but suggested that there was minimal appetite to hike again. Investors were taken aback by the Bank of England’s decision to hold rates steady, after the Augu…
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In recent weeks, the USD has performed well largely due to safe-haven flows, which came about because of investors' concerns about economic slowdown in China. The slowdown is being evidenced by disappointing data like GDP, PMI, retail sales, and industrial production, along with issues in the property sector. On the other hand, the US economy has s…
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Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…
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August is typically a quiet month in the financial markets as investors often take a break, seeking sunnier climates elsewhere. In consequence, volatility can be relatively low, and currency trades tend to be narrower due to the lack of substantial economic news or announcements. Predicting whether this pattern will follow suit this year is challen…
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The past fortnight has been eventful with high volatility observed in both Emerging Markets (EM) and major currencies. The significant development was a sharp decline in the US Dollar (USD). Indeed, the USD Index reported one of the largest weekly sell-offs since the Global Financial Crisis. Investors reacted to a less-than-expected set of US infla…
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Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…
  continue reading
 
Recording during a relatively calm period in the foreign exchange market. Most major currencies are experiencing narrow ranges, partly due to the summer season and national holidays, including Independence Day on July 4th in the US. Typically, summers are quieter for currency markets, but they haven't been completely inactive recently. Central bank…
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In this episode, we discuss the recent volatility in financial markets due to a number of major economic data releases and central bank announcements. The Federal Reserve delivered a hawkish pause, hinting at the possibility of raising interest rates on two more occasions in 2023, while the European Central Bank raised rates yet again and indicated…
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In this exhilarating episode of FX Talk, our Market Analysts dive deep into the highly anticipated Federal Reserve and European Central Bank (ECB) meetings, set to take place on the 14th and 15th of June, respectively. Delve into the speculations surrounding the Fed's decision on interest rates and the impact of the latest Non-Farm Payroll (NFP) re…
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Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…
  continue reading
 
We dive into the main reasons behind the recent strength of the US dollar in the global markets. The USD has been trading higher against most other G10 and emerging market currencies, except for a few exceptions such as Latin American ones. We explore what's been driving this rally, with a focus on market concerns surrounding the US debt ceiling an…
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Amidst important data releases, the US NFP beat expectations, but the US CPI reported a decline in inflationary pressures. G10 currencies have seen the USD as the worst-performing currency for the past two months (except for JPY), largely due to an increasingly confident market that the Fed is finished hiking rates after May meeting. In contrast, t…
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Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…
  continue reading
 
Welcome to the latest episode of FX Talk, where we bring you all the latest news, headlines, and developments in the foreign exchange market. In this fortnightly dose, we cover the most important events that have occurred since our last episode. Despite a quieter period in the markets, banking uncertainty has been a key focus, which has now signifi…
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In this episode, we discuss the recent banking turmoil, specifically the failure of SVB and its impact on the market. SVB's sensitivity to interest rate risk and its investment in long-duration bonds led to a significant mark-to-market hole in its balance sheet, causing depositors and investors to withdraw their funds en masse. This panic has contr…
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Today's focus is on the major data that has reshaped expectations for central bank interest rates. Generally, we're observing two things: the activity data is holding up better than expected, and inflation is proving more persistent than hoped. As a consequence, markets are bracing for higher rates for a longer period. Let's start with the US. We h…
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Since the last episode, the markets have experienced a relatively quiet period, with most major currencies trading within narrow ranges. There were, however, some exceptions in Scandinavia, where certain currencies rallied sharply. For instance, the Swedish krona jumped following a hawkish announcement from Riksbank. On the other end of the scale, …
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The current trading environment is marked by volatility and choppiness, with most currencies trading within tight ranges throughout January. This can be attributed to a combination of the absence of major news events and anticipation surrounding announcements from central banks such as the Fed, ECB, and BoE. Starting with the Fed, their latest move…
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At the moment, the key theme in currencies is an improvement in risk sentiment and an appreciation in high-risk currencies, at the expense of lower-risk ones, such as the US dollar. The USD index has hit a June 2022 low and has fallen more than 10% since October, as the Federal Reserve slows its hiking cycle and global recession fears abate. Among …
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What can we expect this year? The narrative in 2022 was much about central bank responses to rising inflation rates. Will that remain the case this year? Or will these central banks begin calling time on their tightening cycles. And what about the global economy? Are recession indeed on the way? Or will we just see modest downturns in growth? In su…
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China finally signs of an easing in its zero-Covid policy. It boosted the CNY and risk currencies against the USD. We see an improvement in risk sentiment and also signs of a downtrend of US inflation. We also are noticing growing expectation among investors for a dovish pivot during the Fed meeting next week. We’d like to hear from you! Provide us…
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If you’re following financial markets at the moment, there really is very little chance to catch your breath. Since our last episode, the market sentiment has improved and investors dialed back expectations for US rate hikes, weighed significantly on the dollar. Meanwhile, the October US inflation report is much softer than expected. The big questi…
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According to the BoE, further increases in interest rates may be required to bring inflation back down to target, but the bank stated that the peak in rates would be '‘lower than priced into financial markets''. On the UK economy, the BoE once again struck a sombre note. In its statement, the MPC spoke of a ‘very challenging’ outlook for the UK eco…
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Last time we spoke about the reaction in the pound to the budget and the potential impact of the tax cuts on the economy. Since then, we have seen one of the most dramatic U-turns in British political history. Most of the tax cuts (around 80%) that were announced have now been reversed. How have markets reacted? Sterling posted decent gains and UK …
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What are the economic consequences of the mini-budget? Since the initial sell-off, the GBP has recovered in the past few sessions. What are the reasons for the recovery in the pound? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one …
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We'd like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Since our last episode, the US dollar has rallied against almost every other G10 currency, with the sole exception of the Swiss franc, which has benefitted from the hawkish turn from the Swiss National Bank. The main theme in markets has bee…
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We’de like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk The main talking point has been the move below parity in EUR/USD for the first time since December 2002. The pair teetered on the brink of parity for a couple of sessions, before falling fairly comfortably below it on Thursday. A divergence…
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Time flies when you’re having fun. So, this is a good chance for us to look back on the first six months of the year, and talk about our main highlights in the FX market so far this year. We then look ahead, and talk about what we expect during the remainder of 2022.Ebury FX Talk による
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The Swiss franc was the best performing currency in the G10 last week after the SNB shocked markets by announcing a 50 basis point interest rate hike - the consensus was for no change. The bank also changed its wording on the franc, no longer calling it ‘highly valued’ and saying that it would be prepared to intervene in the market on both sides.…
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Markets will have one eye on next Wednesday's FOMC meeting. The Fed is set to raise rates by another 50 basis points next week and signal more hikes are coming at upcoming meetings. This will be followed by the Bank of England’s latest policy decision on Thursday. But we’re going to focus first on Thursday’s ECB announcement, which delivered a long…
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On the whole, most economies rebounded well from the COVID induced slowdowns in 2021, as an easing in restrictions allowed for an unleashing in pent-up demand. While the strict covid restrictions are a thing of the past for most of us, a number of other downside risks to growth have materialized of late, causing markets and central bankers to fret …
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We spoke on our last episode about the sharp sell-off witnessed in risk assets in late-April, which sent most higher risk currencies lower against the safe-havens, notably the US dollar. The US dollar index, which measures the currency against a weighted basket of its peers, rose to its strongest position in almost 20 years earlier in the week, as …
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In FX, we’ve seen a classic period of ‘risk off’ trading. The US dollar has been by far and away the best performing currency, rallying sharply against pretty much everything else. Most emerging market currencies are down, with the exception of the Russian ruble, some more than 4 or 5% in the past week alone. The major currencies have also suffered…
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For the most part in the last month, we’ve seen an improvement in risk sentiment - the safe-havens have generally underperformed, notably the Japanese yen, which has slumped to around its lowest level at any time since I started working in the FX industry, and at the release of this recording may well have fallen to its lowest level since 2002. The…
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Investors were caught wrong-footed by news of the full-scale invasion last Thursday, despite a host of warnings, with markets holding onto misplaced optimism that a peaceful solution could be found that would avoid conflict. In FX, almost all emerging market currencies sold-off, most rather sharply, albeit there were some exceptions (notably those …
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Last week was a very eventful one of central bank announcements, with the Bank of England also holding its February monetary policy meeting on Thursday. As expected, interest rates were raised by a quarter of a percent to 0.5%, the first back to back rate increase in the UK since 2004, after rates were of course raised by 10 basis points back in De…
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So far in 2022, we have seen a broad rebound in most of these EM currencies, many in excess of 3% in less than 3 weeks - including the Brazilian real, South African rand and Hungarian forint. Now, while part of this recovery has to do with the broad weakness we’ve seen in the US dollar, we’ve also seen a general rebound in risk appetite, which has …
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The main talking point in recent months has undoubtedly been the recent sharp increase in global inflation, driven largely by an unleashing of pent up demand and acute supply shortages. Price growth has continued to far exceed expectations of both central bankers and economists. Citibank’s G10 Inflation Surprise index, for instance, rose to a fresh…
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