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Most Recent Audio: 29 September 2023

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Friday's Audio always provides the big picture

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2013 Audio Archive

December 2013

Audio Date Play Save Content Duration
31-12-2013 Save USA, Japan lead developed country stk mkts at yearend, US 10-Yr bonds back above 3%, PMs only slightly firmer above year’s lows, CCI weakens 25.48min Back to top
30-12-2013 Save Stk mkts mixed but new highs for year by Japan & Taiwan, gov bond yields ease, as does USD, indu metals higher 11.00min Back to top
27-12-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities 35.55 Back to top
24-12-2013 Save US stk mkt, very firm albeit mildly O/B thanks to QE, Europe firm, US 10-yr nearing test of Sep high at 3% 18.20min Back to top
23-12-2013 Save Stk mkts firm in Europe & N America, mixed in Asia, US 10Yr yield 2.9274%, indu metals firm 11.43min Back to top
20-12-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities 39.52min Back to top
19-12-2013 Save Stk mkts mostly steady, esp in Europe, US 10-Yr at 2.9291%, USD firm, PMs weak and breaking down 20.13min Back to top
18-12-2013 Save Fed embarks on tapering of QE. Stock markets firm, Treasuries ease, Dollar firm, commodities ease Yen and Canadian Dollar particularly weak 12:34mins Back to top
17-12-2013 Save Stk mkts mostly easier ahead of Fed decision tomorrow, expect volatility to increase for most mkts 10.40min Back to top
16-12-2013 Save Stk mkts soft in Asia today but firm in Europe & moderate gains on Wall St, gov bond yields mostly edge higher, indu & precious metals quietly steady, 11.18min Back to top
16-12-2013 Save Stk mkts soft in Asia today but firm in Europe & moderate gains on Wall St, gov bond yields mostly edge higher, indu & precious metals quietly steady, 11.18min Back to top
16-12-2013 Save Stk mkts soft in Asia today but firm in Europe & moderate gains on Wall St, gov bond yields mostly edge higher, indu & precious metals quietly steady, 11.18min Back to top
13-12-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, commodities & currencies, 35:19min Back to top
12-12-2013 Save Stk mkts weaken in corrective phase, bond yields steady, US 10Yr 2.875%, Yen soft, PMs weaken but indu metals edge higher, Brent eases 13.56min Back to top
11-12-2013 Save Stk mkts soft as Wall Street's long rally stalls, US 10-Yr T-bond yield back above 2.85%, DXY easing, PMs slightly lower 13.43min Back to top
10-12-2013 Save Stk mkts mostly ease, ditto gov bond yields, USD dipping within ranges, silver, gold & platinum break S/T downtrends 13.48min Back to top
09-12-2013 Save Stk mkts mostly steady, led by USA but O/B, Japan firm, India's new highs on N Modi's election prospects, China's low valuations, USD eases, metals firmer. 12.02min Back to top
06-12-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 32.33min 32.33min Back to top
05-12-2013 Save Stk mkts easing on Dec profit taking but India up on election polls, 10-Yr T-Bond yield up to 2.87, DXY eases, USD/JPY 101.76, most resources decline, LME metals excepted 14.06min Back to top
04-12-2013 Save Stk mkts mostly soft but China mainland firm, USA steady but overextended, US 10-yr T/B above 2.8%, gold & silver upside keys near June lows 15.41min Back to top
03-12-2013 Save Stk mkts mostly lower on Dec profit taking, forex discussed, metals ease on soft GDP and producers slow to cut supplies, WTI up on Keystone Pipeline start 17.18min Back to top
02-12-2013 Save Stk mkts mostly ease, Wall St very O/B & O/Ext'ed, yen weak, gold & silver break down from small ranges, Brent oil firm 15:30 Back to top

November 2013

Audio Date Play Save Content Duration
30-11-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, commodities & currencies 47.12min Back to top
28-11-2013 Save Stk mkts mostly firm due to monetary tailwinds, Japan in latter stage of consolidation, inexpensive China firming, gold & silver need upward dynamics to avoid further declines 12.31min Back to top
27-11-2013 Save Stk mkts steady, with monetary tailwind, forex quiet but INR firmer, JPY weaker, PMs lose early rally and need upward dynamics to check lower scope WTI weak on US output 13.10min Back to top
26-11-2013 Save Stk mkts mostly drifting, but NDX Comp above 4000 for first time since 2000, gov bond yields ease, as does USD, PMs soft so no follow through after Monday's keys 14.12min Back to top
25-11-2013 Save Japan up on weaker yen, India up on stronger rupee, Wall St loses early gains, gov bond yields ease, gold & silver upside key day reversals, oil recovers most of early sell-off on Iran 10.19min Back to top
22-11-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities 30.05min Back to top
21-11-2013 Save Wall St & Japan firmer JPY 101, most other markets ease, India weaker as INR drops, PMs soft, crude oil firmer 12.28min Back to top
20-11-2013 Save Stk mkts mostly lower on O/B & some QE concerns, gov bond yields & USD firm, precious metals weak 13.06min Back to top
19-11-2013 Save stk mkts mostly ease from overextended uptrends, short-term risks to downside, gov bond yields edge higher, USD eases, commodities soft, CCI testing 500 level 9.19min Back to top
18-11-2013 Save China private sector equities surge on plenum details, Wall St backs off roundophobia levels, gov bond yields ease, CCI Index lower, PMs weaken 12.52min Back to top
15-11-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities (with PP presentation) 31.33min Back to top
14-11-2013 Save Stock, bond and commodity markets generally firm following positive comments by Janet Yellen 9:04mins Back to top
13-11-2013 Save Stks weak in Asia & Europe, but end higher on Wall St, helped by Macy's results, gov bond yields mostly ease as does USD, crude oil & gold firmer, other metals ease, 8.44min Back to top
12-11-2013 Save US stk mkt O/B & profit growth slow for many firms, gov bond yields steady in med-term consolidation, USD steady, India rupee & stk mkt weak, WTI crude slides again 14.36min Back to top
11-11-2013 Save Stk mkts firm in Europe, steady near highs in USA but O/B, mixed in Asia, Rupee weakens, USD steady, metals, including PMs probably basing 13.50min Back to top
08-11-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities 32.14min Back to top
07-11-2013 Save Stk mkts fall back from early gains in EU & N Amer, downward dynamics on Wall St, Asia eases as do gov bond yields, USD firm but off day's highs, EUR dips on rate cut, CCI & oil ease 12.33min Back to top
06-11-2013 Save stk mkts mostly firmer today, DJIA reaches new high, monetary policy tailwind but valuations no longer cheap in maturing bull trend, USD eases, PMs firm 13.32min Back to top
05-11-2013 Save Stk mkts pause & beginning to ease back from short-term O/B conditions, gov bond yields edge higher, USD Index extending recovery from range lows, commodities still drifting lower, 15.18min Back to top
04-11-2013 Save Stock markets generally steady but short-term overbought conditions are increasingly evident, bonds and dollar steady, soft commodities becoming deeply oversold and susceptible to short covering which could lead to mean reversion 10:34mins Back to top
01-11-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 28.20min Back to top

October 2013

Audio Date Play Save Content Duration
31-10-2013 Save Stk mkts entering short-term corrective phase, led by Wall Street, gov bond yields drift, USD extends rally from bottom of DXY range, PMs weaken 15.22min Back to top
30-10-2013 Save US stk mkt O/B, reaction likely as Fed meeting ends, would affect most other stk mkts, China excepted & its stks rally from O/S, small upside key on US 10-year gov bonds 12.29min Back to top
29-10-2013 Save Stk mkts mostly firm, India testing highs, S&P 500 & DJIA new highs, European rally continues as QE funds O/B conditions, USD Index steadies near prev lows, commodities mostly ease 11.34min Back to top
28-10-2013 Save Wall St & most stk mkts quiet ahead of Fed meeting on Tue & Wed but Japan firmer, bonds quiet, USD edges up, PMs & indu metals steady, grains & beans weaken 6.40min Back to top
25-10-2013 Save Big Picture, long-term outlook for stk mkts, gov bonds, currencies & commodities 31.28min Back to top
24-10-2013 Save Stk mkts steady following Wed's softness but mostly O/B, gov bonds in medium-term consolidation, USD eases & O/S, PMs firm but most other commodities decline 10.38min Back to top
23-10-2013 Save first signs that overbought condition global stock markets is being unwound, Treasuries steady, oil weak, gold steady, Dollar firms 12:27mins Back to top
22-10-2013 Save stk mkts firm on slow US jobs creation, prev lagging resources rallying, gov bond yields decline, USD eases again, EUR firm, PMs firm, indu metals steady, WTI lower 16.36min Back to top
21-10-2013 Save Stk mkts mostly steady but leaders O/B, resources mkts recovering, gov bond yields edge higher after recent declines, USD steadies, PMs firm but WTI crude below $100 8.54min Back to top
18-10-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities 27.42min Back to top
17-10-2013 Save S&P 500 hits new all time high, Germany, France, Italy, Canada all hitting new highs, gold firm, Dollar weak, Treasuries steady 9:40mins Back to top
16-10-2013 Save Deal announced on the USA's debt ceiling, Wall Street firms, Europe firm, Yen weak, bonds steady 10:13mns Back to top
15-10-2013 Save Wall Street eases, Nasdaq-100 hits new high, DAX, CAC, ASX hit new 5-year highs, Treasures, oil ease 9:52mins Back to top
13-10-2013 Save Wall Street reverses an earlier decline, Europe steady, Japan, China, India firm, gold oil steady while Treasuries ease 8.34mins 08:36 Back to top
10-10-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 42.52min 42:53 Back to top
09-10-2013 Save N. Amer & Euro stk mkts surge as US extends debt ceiling, slight rise in gov bond yields, currencies quiet, PMs dip and mostly recover on volatile day, oil & most indu metals firmer, 15.49min 15:50 Back to top
08-10-2013 Save Stk mkts mostly firmer on short-term O/S & Janet Yellen's nominatiion to chair Fed, gov bonds quiet in tight ranges, USD steadier, commodities mostly lower, 13.30min 13:31 Back to top
07-10-2013 Save Stk mkts initially steady as China reopened with a rally but other mkts fell with Nasdaq seeing a sharp fall, led by internet stks, gov bonds & currencies quiet, commodities mostly steady, 11.05min 11:05 Back to top
06-10-2013 Save Stk mkts mostly soften on US political impasse, gov bond yields edge slightly higher, USD eases, precious metals firmer, cotton falls as anticipated storm damage does not occur. 11.08min 11:09 Back to top
03-10-2013 Save big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 37.33min 37:34 Back to top
02-10-2013 Save Stk mkts mostly easier on US partial shutdown of gov, but Asia/P slightly firmer, esp India today, gov bond yields soft on slow GDP which is also affecting metals, USD eases on uncertainty, 10.12min 10:13 Back to top
01-10-2013 Save Stk mkts mostly quiet & mixed but Japan lower as JPY firms versus soft USD, gold & silver near support levels regain much of Tues declines, copper & crude oil contracts higher, 12min 12:01 Back to top

September 2013

Audio Date Play Save Content Duration
30-09-2013 Save Commodities mostly lower, with some volatile trading in gold & esp silver, indu metals also weaken, gov bond yields slightly firmer as are most stock markets today, 13.01min 13:07 Back to top
29-09-2013 Save stk mkts slip on US possible temp shutdown of Gov, also correcting short-term O/B levels from 19Oct, but mainland China slightly firmer, 8.59 min 09:01 Back to top
26-09-2013 Save Big picture, long-term outlook for stock markets, gov bonds, currencies & commodities, 30.04min 30:06 Back to top
25-09-2013 Save Japan firms, Australia steady, Europe quiet, Wall Street steadies, Bonds and gold ease, oil firms, sugar breaking its downtrend, 10:35mins 10:37 Back to top
24-09-2013 Save Wall Street continues to ease, Peripheral Europe outperforming, gold finds support, oil still weak, Dollar weak, bonds continue to rally 7.43mins 07:35 Back to top
23-09-2013 Save stk mkts mixed follow short-term O/B condition, expect further ranging, US comsumer confidence declines, gov bond yields continue to react from Sept highs, 12.51min 12:52 Back to top
22-09-2013 Save

Stock markets consolidating short-term overbought conditions, gold and oil ease, Dollar steadies 7.26mins

 07:26 Back to top
19-09-2013 Save Big picture, long-term outlook for stock markets, gov bonds, currencies & commodities, 38.36min 38:37 Back to top
18-09-2013 Save stk mkts mostly firm but O/B, gov bond yields have peaked for at least short-term, USD becoming O/S, metals firm, esp PMs, crude oil retreats, 19.22min 19:23 Back to top
17-09-2013 Save Fed delays tapering, stock markets hit new highs, bond yields pull back, Gold surges, Dollar flops 8.38mins 08:40 Back to top
16-09-2013 Save Stocks markets generally pause following impressive rallies, US Treasuries and Dollar steady, Brent-WTI spread contracts further, Israel testing the upper side of its range 10:20mins 10:24 Back to top
15-09-2013 Save stk mkts firm on Middle East diplomacy & Summers' withdrawl before Fed nomination but O/B condition returning, USD eases, gold reverses early rally, 12.36min 12:38 Back to top
12-09-2013 Save Big picture long-term outlook for stk mkts, gov bonds, currencies & commodities, 36.55min 36:57 Back to top
11-09-2013 Save stk mkts pause & mostly short-term O/B before next week's QE tapering decision, gov bond yields ease, USD firms, gold & silver down sharply and now O/S, crude oil firms, 11.44min 11:45 Back to top
10-09-2013 Save Syrian situation discussed, QE tapering next week (?), stk mkts mostly quietly steady, gov bond yields ease, as does USD, commodities quief today, 11.33min 11:34 Back to top
09-09-2013 Save Stk mkts v firm on short covering as strike against Assad's mil equip at least postponed by surrender of gas weapons talks, gold, silver & oil down, 15.13min 15:14 Back to top
08-09-2013 Save Stk mkts mostly rally on reduced fears of US strike against Assad's military supplies this week, USD eases vs most currencies but not JPY, metals mostly ease, Brent falls $3, 11.50min 11:51 Back to top
05-09-2013 Save Big Picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 36.14min 36:15 Back to top
04-09-2013 Save stk mkts mostly steady but uncertainty over pending Syria strike and poss QE tapering may lead to choppy action & higher bgond yields, USD firm, PMs have lost upside momentum, 14.35min 14:36 Back to top
03-09-2013 Save Wall Street and Europe steady, ASEAN weak, government bond yields extend rally, oil eases 10:35mins 10:37 Back to top
02-09-2013 Save Asia/Pac stk mkts mostly up, led by Japan but India weak again, likely strike ag Syria next week will keep investors cautious & hedged in USD, PMs & oil, gov bond yields firm, 12.44min 12:45 Back to top
01-09-2013 Save Stk mkts where open today mostly firm as Obama, will hold off on Syria strike at least until Congress returns on 9 Sept, Western bond yields steady, NG edging higher, silver firm  8.28min 08:30 Back to top

August 2013

Audio Date Play Save Content Duration
29-08-2013 Save Big picture, long-term outlook for global stk mkts, gov bonds, currencies & commodities, 35.23min 35:24 Back to top
28-08-2013 Save Stk mkts steady as war drums are not beating today, waitring for UN report, Autonomies discussed, gov bond yields ease, DXY firms, PM profit taking, indu metals & crude oil lower, 12.42min 12:43 Back to top
27-08-2013 Save Stk mkts mostly soft but above day's lows, Syria the main concern, plus QE tapering, although likely to be delayed, gov bond yields firmer today, PMs steady but O/B, indu metals ease, 17.21min 17:22 Back to top
26-08-2013 Save Stk mkts weak on talk of US-led cruise missile strikes against Syrian military supplies, gov bond yields ease, gold & silver extend advances, USD firm vs ASEAN currencies & rupee, 12.41min 12:42 Back to top
22-08-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 28.33min 28:34 Back to top
21-08-2013 Save Stk mkts mixed in Asia but short-term O/S rally emerging as Wall St breaks 6 day losing streak & Europe steadies but medium-term outlook remains choppy, PMs firm, staple grains ease, 10.21min 10:29 Back to top
20-08-2013 Save Soft, nervous stk mkts, esp in Asia, gov bond yields push higher, DXY steadies near prior support, INR weak, PMs easing back from short-term O/B condition12.31min 12:32 Back to top
19-08-2013 Save stk mkts mostly weak, esp in Asia and short-term O/S conditions evident, rise in gov bond yields pauses, DXY soft but O/S, PMs steady, US crude oil down $2, grains & beans ease, 10.20min 10:21 Back to top
18-08-2013 Save stk mkts mostly weaken, especially Indonesia on currency fears, gov bond yields rise again, PMs pause, indu metals ease, staple grains & beans rise on dry conditions, 17.52 min 17:53 Back to top
15-08-2013 Save big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 27:45min 27:46 Back to top
14-08-2013 Save Wall St sharply lower, most stk mkts decline, gov bond yields rise, USD weakens, gold & silver surge, CCI Index firming, 11.23min 11:25 Back to top
13-08-2013 Save Wall St, eases on QE tapering forecast, Europe & mining firm on recovery prospects, gov bond yields steady, short covering and some long buying evident in commodities, 10.07min 10:09 Back to top
12-08-2013 Save stk mkts firm globally, helped by Rogoff comments, West's gov bond yields testing year's highs, USD steady, crude oil firm, gold eases, corn weak on crop prospects, 14.03 14:04 Back to top
11-08-2013 Save China mkts firm, Oz & India also rose, Europe mixed, NDX & RTY lead US, gov bond yields reverse early losses, gold & esp silver stronger, crude oil firm, 12min 12:01 Back to top
08-08-2013 Save big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 32.22min 32:23 Back to top
07-08-2013 Save Positive economic news spurred interest in commodities and related stock markets and currencies. precious metals and miners firm 11:27mins 11:27 Back to top
06-08-2013 Save Japan & Australia weak, India continues to contract, Pound firm, Wall Street a bit easier 8.19mins 08:20 Back to top
05-08-2013 Save stk mkts mostly weaker, QE tapering anxiety returning?, catch up moves in Middle East & Africa, gov bonds quiet but yields steady, USD eases, as do precious metals, 11.34min 11:35 Back to top
04-08-2013 Save stk mkts quiet & mixed, gov bond yields slightly higher, USD eases, JPY firmer, commodities mostlly slightly lower, 8.05min 08:06 Back to top
01-08-2013 Save big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 29.44min 29:45 Back to top

July 2013

Audio Date Play Save Content Duration
31-07-2013 Save stk mkts surge on CB liquidity, bullish US data, plus ECB's comments from Mario Draghi, USD strengthens & its gov bond yields push higher, rising oil prices becoming a headwind, 12.01min 12:02 Back to top
30-07-2013 Save Choppy action generally, esp in US mkts, Fed cites disinflation, most stk mkts ease, bonds weaken then recover, AUD soft, WTI crude bounces, as do indu metals, 10.10min 10:11 Back to top
29-07-2013 Save stk mkts mostly a little steadier in Asia/P & Europe but India falling back from highs, Wall St O/B, T-Bond yields edge higher in ranges, PMs ease, indu metals weak on China concerns, 14min 14:01 Back to top
28-07-2013 Save stk mkts soft, esp Japan on profit taking & firmer yen, gov bond yields steady in ranges, PMs mixed, US staple grain crops doing well but Southern state crops suffering from too much rain, 10.04min 10:06 Back to top
25-07-2013 Save big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 36.51min 36:52 Back to top
24-07-2013 Save stk mkts soft in Asia & Europe but recover on Wall St following Facebook earnings, bond yields pare early gains, USD weakens, gold firm, indu metals & most agri commodities weaken, 16min 16:01 Back to top
23-07-2013 Save stk mkts quietly mixed in Asia & Americas, US mkt O/B, shares firmer in Europe today, gov bond yields firm, as is USD, small key in gold, crude oil has lost upside momentum, 10.39min 10:40 Back to top
22-07-2013 Save stk mkts - Japan's pro-growth govt, China cheap & support building, Europe, some good firms, US PERs high,miners excepted, gold strong again, indu metals support building, oil? 15.24min 15:25 Back to top
21-07-2013 Save stk mkts mostly steady but Wall St O/B, gold shares rally following bullion, USD eases, indu metals support building, WTI crude may be losing upside momentum, 11.49min 11:51 Back to top
18-07-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 33.51min 33:51 Back to top
17-07-2013 Save Indian banks rebound, stock markets generally firm, Yen and commodity currencies weaken, Brent-WTI spread continues to contract, natural gas firm, lumber firm, palladium leading the precious metals 10:28mins 10:30 Back to top
16-07-2013 Save stk mkts mostly quietly steady, hanging on Bernanke's words, gov bond yields mostly ease slightly, PMs fall back from initial resistance, crude oil remains firm, 8.49min 08:51 Back to top
15-07-2013 Save Leading stk mkts O/B, US & Europe ease slightly, gov bond yields have lost upside mo, USD eases again but mostly range bound, most commodities O/S and slightly firmer, 11.42min 11:43 Back to top
14-07-2013 Save stk mkts mostly firm, USA & Japan lead, gov bond yields losing momentum after strong gains since May, some short covering in PMs but PA stronger on supply concerns, indu metals still weak, 15min 15:28 Back to top
11-07-2013 Save

big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 29.16min

 29:17 Back to top
10-07-2013 Save US Dollar pulls back, US Treasuries rally, S&P500, Nasdaq100 and Russell 2000 hit new closing highs, Asian stock markets rebound. 11:02mins 11:05 Back to top
09-07-2013 Save China firms, stock markets generally quiet, Treasuries weak, US Dollar eases, oil and palladium firm 10:19mins 10:20 Back to top
08-07-2013 Save stk mkts mostly steady, led by Japan & USA, gov bond yields O/B & some loss of momentum, tech rally in PMs, indu metals ease, corn leads grain rally on hot, dry US weather, 17.44min 17:45 Back to top
07-07-2013 Save stk mkts weak in Asia but firmer in Europe & USA today, gov bond yields retrace some of Friday's gains, grains steady near recent lows, metals somewhat steadier, oil O/B, 12.28min 12:30 Back to top
04-07-2013 Save big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 36.05min 36:06 Back to top
03-07-2013 Save European stock markets continue to bounce from the region of previous lows, Asian markets mixed, US Dollar firm, British Pound particularly weak 9,22mins 09:25 Back to top
02-07-2013 Save stk mkts most down but Wall St steadies after opening losses, US gov bonds yields ease but Portugal yields spike higher, Mursi overthrown in Egypt, 12.10min 12:11 Back to top
01-07-2013 Save US Dollar strong, particularly against the Yen and commodity currencies. stock markets generally easier, oil firm, precious metals ease 10:17mins 10:19 Back to top

June 2013

Audio Date Play Save Content Duration
30-06-2013 Save stk mkts mostly steady in technical rally, gov bonds O/B but still ranging, USD eases, yen soft, metals firm & cotton in USA heat zone, 11.28min 11:29 Back to top
26-06-2013 Save

Japan rallied, a number of stock markets continue to bounce from last week's lows but will need to hold above the on the next pullback to confirm support building, gold weak, oil firm 13.02mins

 13:02 Back to top
25-06-2013 Save stk mkts extend technical rally on short covering & some bargain hunting, gov bond yields S/T overbough and may range above bases for a while, PMs hammered, 13.20min 13:21 Back to top
24-06-2013 Save stk mits mostly steadier, esp in Europe & Americas, as O/S and on short covering, US gov bond yields still rising, indu metals bounce, gold eases other PMs slightly firmer 12.26min 12:27 Back to top
23-06-2013 Save Deleveraging continues with most stk mkts weak, US gov bonds do not maintain today's further surge in yields, USD firm, commodities mostly weak, 12.01min 12:02 Back to top
20-06-2013 Save big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 33.09min 33:10 Back to top
19-06-2013 Save stk mkts down sharply on US QE reduction concerns, bond yields rise, USD steady, commodities mostly weak, deleveraging underway, 21.10min 21:11 Back to top
18-06-2013 Save Wall St falls back on QE uncertainty after Fed meeting, stk mkts still in corrective phase but Japan interesting, US bond yields surge, USD finding support, PMs remain weak, 15.33min 15:34 Back to top
17-06-2013 Save stk mkts mostly mixed & quiet ahead of Fed meeting comments, gov bond yields steady, yen eases, crude prices still firming, indu metals weak, as are PMs (unmentioned), 12.10min 12:12 Back to top
16-06-2013 Save stk mkts firmer today as consolidation continues, discounting soothing comments after current Fed meeting, gov bond yields steady, commodities mostly lower, 12.04min 12:05 Back to top
13-06-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 43.04min 43:05 Back to top
12-06-2013 Save stk mkts slump in Asia but surge in US, Europe mixed, gov bond yields ease after earlier strong rallies, indu metals still weak but O/S miners firmer today, USD eases, 15.26min 15:27 Back to top
11-06-2013 Save stk mkts weak in line with latter stage corrective phase, gov bond yields mostly firm in probable base development, USD/JPY near 0.96, US grain & beans ease again on large plantings, nickel weak, 19.51 19:52 Back to top
10-06-2013 Save

stk mkts in corrective phase, prospect of considerable ranging and some further weakness during next few months, gov bond yields base building, commodities mostly soft in sign of slowing GDP growth, 10.46min

 10:47 Back to top
09-06-2013 Save Japan, Philippines rebound after recent sharp reactions, some further pause likely for many stk mkts, gov bond yields extending rallies, USD mostly firm vs Asia/Pacific, CMDs mostly soft, 13.22min 13:23 Back to top
06-06-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 38.38min 38:38 Back to top
05-06-2013 Save stk mkts weaker in Asia & Europe but Wall St checks decline after S&P bounces from top of April range, gov bonds mixed, USD weaker, PMs steady esp platinum, 13.11min 13:12 Back to top
03-06-2013 Save Japanese banks rally, Singapore and Australian banks finding support, industrial metals steady Treasuries and Wall Street "backing and filling" 10.08mins 10:09 Back to top
02-06-2013 Save Dollar falls particularly against commodity currencies, Yen firms through 100 against the US Dollar, commodities firm, stock markets continue to revert towards their means 9.54mins 09:56 Back to top

May 2013

Audio Date Play Save Content Duration
30-05-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 35:32min 35:33 Back to top
29-05-2013 Save Nikkei pulls back sharply, Wall Street continues to range, Dollar eases, Australian Dollar oversold, precious metals rallying 12:50mins 12:51 Back to top
28-05-2013 Save

Yen strengthens, European stock markets weak, FTSE led lower by previous high fliers, industrial metals steadying 12:16mins

 12:17 Back to top
27-05-2013 Save

Treasuries drop, stock markets steady, Dollar firm, platinum and palladium reasonably steady, gold eases 15:53mins

 15:55 Back to top
23-05-2013 Save

big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 35.42min

 35:44 Back to top
22-05-2013 Save Japan pulls back sharply, Yen reasonably steady, JGBs test 1%. Wall Street steadies following yesterday's key day reversals, gold steadies 12:24mins 12:25 Back to top
21-05-2013 Save Downside key day reversals on Wall Street signalling peaks of at least near-term significance, bonds weak, Dollar firms, gold and oil weak, industrial metals steady 12:12mins 12:14 Back to top
20-05-2013 Save

Potential for a rotation our of consumer and healthcare and into materials has increased with industrials treading a middle ground, commodities mixed, stock markets steady, Dollar firms 11:12mins

 11:14 Back to top
19-05-2013 Save Gold finds support above the April low, Silver rebounds emphatically, stock markets and bonds relatively steady 10:50mins 10:50 Back to top
16-05-2013 Save
 Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 31:55min
 31:57 Back to top
15-05-2013 Save China steady, many other stk mkts O/B relative to MAs and susceptible to reactions, bond prices steady after recent setbacks, USD firm, gold & silver weak but close off lows12.25min 12:27 Back to top
14-05-2013 Save stk mkts very firm, resources excepted, strong gains from Wall St to ASEAN unsustainable beyond short term, indu metals plus gold and silver weak on stale bull liquidation, 11.07 11:08 Back to top
13-05-2013 Save stk mkts mostly firm but Wall St surge may tempt Fed to reduce QE somewhat, gov bond prices ease, USD firm, PMs mixed, indu metals ease, 15.14min 15:15 Back to top
12-05-2013 Save stk mkts mixed, sharp reaction by India today, US Utilities have been weak this month, after strong gains since Nov, USD firm, US grains & beans steady on delayed plantings 13.38min 13:39 Back to top
09-05-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 33.41min 33:42 Back to top
08-05-2013 Save O/B stk mkts pause but risk mostly limited to reactions in bull trends, gov bond prices steady due to QE but in lengthy top phases, PMs ending cyclical bear within secular bull, 22.25min 22:26 Back to top
07-05-2013 Save stk mkts mostly extending rallies, cyclical laggards beginning to perform, ADXY & CNY strong, as are PMs and industrial commodities, 17.12min 17:13 Back to top
06-05-2013 Save stk mkts very firm, esp Japan, gov bond futures rallies over for at least the short term, JPY weak, CNY firm, indu metals probably support building, grain prices soft as no drought, 15.30min 15:31 Back to top
02-05-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, commodities & currencies, 30:24min 30:26 Back to top
01-05-2013 Save Wall Street regains yesterday's losses to retest upper side of broad ranges, NDX outperforming, gov bonds quietly steady, crude oil regains Wed decline, PMs also firmer but indu metals soft, 9.40min 09:41 Back to top

April 2013

Audio Date Play Save Content Duration
30-04-2013 Save Gold pulls back from the $1500 area, Wall Street eases, bonds firm, Dollar steady 9.47mins 09:41 Back to top
29-04-2013 Save stk mostly steady, albeit still overextended relative to MAs in many instances, gov bond rally pauses, indu metals lower today but showing loss of downside momentum, 14.52min 14:53 Back to top
28-04-2013 Save Asia steady where open, Europe stocks strong on rate cut hopes & lower bond yields, Brazil, Canada & Wall St firm, with some new highs in US but mkt O/B, commodities firm,8.45min 08:46 Back to top
25-04-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, commodities & currencies, 26:44min 26:45 Back to top
24-04-2013 Save

stk mkts generally firm, US becoming O/B, gov bond prices ease, as does USD, PMs surge, esp silver, crude oil rallies & indu metals bounce from lows, 15.03min

 15:03 Back to top
23-04-2013 Save Single digit multiples evident on a number of Chinese and European shares, commodities beginning to unwind short-term oversold conditions, Asian stock markets generally firm 10:47mins 10:48 Back to top
22-04-2013 Save stk mkts easier in Asia, following China, strong in Europe on lower bond yields, and firm in USA, PMs check 5-day rally, Apple firm after close following div increase, 12.03min 12:05 Back to top
21-04-2013 Save stk mkts firm in Asia, esp Japan & Philippines, Europe mixed, Americas close mostly higher, gov bond prices quietly firm within ranges, gold rallies, grains soft, currencies mostly ranging, yen weak, 11.11min 11:12 Back to top
18-04-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, commodities & currencies, 32:14min 32:16 Back to top
17-04-2013 Save most stk mkts in bull mkt corrective phase, although some Eur mkts and developing econ resources producers remain weaker, USA continues to lose upside momentum, 17.48min 17:49 Back to top
16-04-2013 Save Commodities extend declines with copper particularly weak, Wall Street probably now reverting towards the mean, Indonesia & Malaysia hit new highs, Australian Financials hit new recovery highs, Treasuries and the Dollar firm 12:40mins 12:42 Back to top
15-04-2013 Save stk mkts mostly firmer, Europe excepted, following yesterday's weakness, gov bond prices ease, USD declines, PMs slightly steadier, 13.09min 13:10 Back to top
14-04-2013 Save stk mkts weak, esp commodity producers, also downward dynamics by Wall St, gov bond prices quietly steady, precious metals rout leads resources prices lower, 19.03min 19:04 Back to top
11-04-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, commodities & currencies, 31:41min 31:42 Back to top
10-04-2013 Save Nikkei-225 extends its advance, NZD, AUD, ZAR firm against the Yen, stock markets generally steady, oil weak, gold steady, bonds steady 14:40mins 14:42 Back to top
09-04-2013 Save S&P500 hits a new all time high, Treasuries weak, Cyprus to sell 10 tonnes of gold 14:45mins 14:46 Back to top
08-04-2013 Save

China's inflation moderates, Yen tests 100 against the US Dollar, JGB yields rise, stock markets generally steady, bonds ease, gold steady 11:22mins

11:24 Back to top
07-04-2013 Save stocks steady, Japan extends its advance, Asian currencies weak, commodities currencies firm, commodities steady, Treasuries ease 10:18mins 10:20 Back to top
04-04-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, commodities & currencies, 46.56min 46:57 Back to top
03-04-2013 Save stk mkts mostly still in a corrective phase, but Japan & USA among the firmest, gov bond prices firm, albiet within ranges, yen weakness as Abe/Kuroda policies hold sway, 16.47min 16:48 Back to top
02-04-2013 Save

stk mkts corrective phase reins in more indices, gov bond prices steady, industrial commodities and precious metals weak, 18.49min

 18:50 Back to top
01-04-2013 Save Stock markets generally firm, commodities, particularly metals, weak, Dollar firm, government bond prices looking tired 15:43mins 15:46 Back to top

March 2013

Audio Date Play Save Content Duration
28-03-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 37.52min 37:53 Back to top
27-03-2013 Save stk mkts firm in Asia, weak in Europe, Wall St steady near highs, gov bond prices firm, mostly within ranges, USD firm, euro soft, precious metals quietly steady, led by palladium, 11.48min 11:50 Back to top
26-03-2013 Save Asia steadies but China a bit weaker, Spain and Italy weak, Euro, Pound and Australian Dollar steady, bonds steady. The big question is will Europe's FDIC approach to bank failures be applied in larger countries? 10:51mins 10:52 Back to top
25-03-2013 Save stk mkts initially steady on first reaction to Cyprus bank agreement, before seeing that bailouts are ending, other than for depositors insured up to E100,000, corrective phase continues, 12.09min 12:11 Back to top
22-03-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, commodities & currencies, 39.02min 39:02 Back to top
21-03-2013 Save stk mkts mostly ease in corrective phase although Asia's 3 recovery plays - Japan, China & Vietnam were higher, gold & silver steady above range lows, as are soybeans, 7.18min 07:19 Back to top
20-03-2013 Save stk mkts firmer as Cyprus concerns abate but still in a global reaction and consolidation phase, gov bond price rally pauses, paladium & platinum steady, gold eases, 13.07min 13:08 Back to top
19-03-2013 Save stk mkts mostly still in corrective phase, Europe a focal point of concern, Wall St relative strength, USD firm, EUR weakens, gov bond prices firm within ranges, gold steady but Pa & Pl weaken, 14.16min 14:17 Back to top
18-03-2013 Save risk assets pull back on Cyprus's bailout but pare losses, gold, oil bonds firm 9.54mins 09:51 Back to top
15-03-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 35.07min 35:07 Back to top
14-03-2013 Save

India rallies, China steady, Europe firm, US extends rally, bonds ease, commodities steady, Euro & Pound firm 10:53mins

 10:54 Back to top
13-03-2013 Save stk mkts mostly easier as the reaction and consolidation theme persists although there are still relative strength standouts, including the USA and Japan among larger mkts, USD firm, lumber remains strong, gold remains hard money, albeit fluctuating in price, 10.04min 10:06 Back to top
12-03-2013 Save

stk mkts mostly pause and short-term O/B, VIX at lowest level since 2007, gov bond prices a little firmer, gold steadier near prior lows of last 2 years but has yet to confirm strong support here, 13.22min

 13:23 Back to top
11-03-2013 Save Japan stks strong & yen still weak, US equities remain firm, Eruope's STOXX 50 retesting Jan high but banks lagging, gold still holding range lows but J Paulson fund supply overhang?, CCI firmer, 10.57min 10:59 Back to top
08-03-2013 Save Big picture outlook for stk mkts, gov bonds, currencies & commodities, 24.43min 24:44 Back to top
07-03-2013 Save stk mkt action mostly consistent with bull trends, Japan set for further gains, Western L/T gov bond yields edging higher, albeit within ranges, gold discussion, 17min 17:01 Back to top
06-03-2013 Save Asia stk mkts firm, Europe soft, Americas mostly firm, gov bond prices ease, USD steady, yen soft, most indu commodities ease, as do staple grains, 9.48min 09:50 Back to top
05-03-2013 Save Stk mkts firm, DJIA/Tran Dow Theory buy signal, China rallies to partially offset Monday's sharp fall, gov bond yields edge higher, metal prices a little firmer but gold ETF, 15.59min 16:00 Back to top
04-03-2013 Save China and Asia weak, Asian currencies weak, Europe and Wall Street steady, bonds ease, Euro steadies, oil weak, gold steady 12:32mins 12:34 Back to top
01-03-2013 Save Big picture outlook for stk mkts, gov bonds, currencies & commodities, 52.29min 52:30 Back to top

February 2013

Audio Date Play Save Content Duration
28-02-2013 Save stk mkts mostly firm, China upward dynamic but India weakens again, gov bonds quiet, precious metals weaken again, 11.33min 11:34 Back to top
27-02-2013 Save Wall St & Europe lead rebound as easy monetary policy is reaffirmed, gov bond prices mostly ease as does USD, gold retraces most of yesterday's big gain, 17.58min 17:59 Back to top
26-02-2013 Save

European stock markets leading to the downside, Wall Street steadies, China pulls back, bonds firm, precious metals extend rebound 13mins

 13:02 Back to top
25-02-2013 Save Stk mkts ease after early strength, gov bond prices firm, O/S gold & silver extend Friday's rally, USD firm, JPY rallies from day's lows, 10.04min 10:05 Back to top
22-02-2013 Save

Big picture, long-term outlook for global stk mkts, gov bonds, currencies & commodities, 28:14mins

 28:16 Back to top
21-02-2013 Save stk mkts weaken as corrective phase spreads, gov bond yields soften in response, USD firms as a haven, indu commodities weaker, removing upward pressure on Brent crude, 14.27min 14:28 Back to top
20-02-2013 Save stk mkts firm in Asia, mixed in Europe, weakening in Americas from O/B levels, heavy selling in hard commodities, particularly precious metals, with indu metals & energy also weaker, 14.16min 14:17 Back to top
19-02-2013 Save China stk mkt down on property price concerns, rest of Asia mostly steady, Europe strengthens, S&P 500 edges higher, T-bonds & Gilts futures soft, gold & silver weak but O/S, PA &PL firm, 15.05min 15:06 Back to top
18-02-2013 Save

Japan firm following G-20 and as yen weakens, energy costs weighing on Europe, palladium & platinum firmer, gold O/S in prior support but needs move above $1700, to signal renewed demand, Brent steady, 10.40min

 10:40 Back to top
15-02-2013 Save

Big picture, long-term outlook for global stk mkts, gov bonds, currencies & commodities, 25:06mins

 25:08 Back to top
14-02-2013 Save skt mkts mixed, Europe in reaction phase, some mean reversion towards MAs likely elsewhere over coming weeks, gov bond yields may dip slightly in that environment, gold & silver testing support, yen eases before G-20, 17.29min 17:30 Back to top
13-02-2013 Save Asian and North American stock markets firm, European markets finding support, government bonds weak, Pound slumps, precious metals continue to mostly range 10:44mins 10:46 Back to top
12-02-2013 Save stk mkts firm, consolidating gains with little downside to date beyond shallow pauses, metals all firmer today, as is crude oil on Saudi supply cuts, staple grains ease, yen up off lows prior to G20, 15.11min 15:12 Back to top
11-02-2013 Save stk mkts mostly a little easier in corrective phase likely to last for several weeks, gov bonds quiet but a crowded trade and risks outweigh returns, gold and silver weaker within ranges, yen weakens again, 11.49min 11:51 Back to top
08-02-2013 Save Big picture, long-term outlook for global stk mkts, gov bonds, currencies & commodities, 26.53mins 26:54 Back to top
07-02-2013 Save stock markets remain within an overall reaction and corrective phase, government bonds steady, Euro weak, precious metals ease, tight inventory situation in grains 12:15mins 12:17 Back to top
06-02-2013 Save Stock markets steady but within an overall reaction and consolidation phase, Nikkei surges, government bonds steady, Euro, Aussie weak, precious metals steady but platinum particularly firm 11.25mins 11:27 Back to top
05-02-2013 Save Europe & US stk mkts firmer today in choppy action, expect more of this in overall reaction & consolidation phase, yen weak as Shirakawa resigns, more gov bond bubble evidence, commodity discussion, 14.34min 14:36 Back to top
04-02-2013 Save Clear downward dynamics for Eurozone stk mkts, Asia was mostly firm but O/B, Wall St down 1%, TRAN outperforming, gov bond futures steady, crude oil backs away from range highs, 19.38min 19:39 Back to top
01-02-2013 Save Big picture, long-term outlook for global stk mkts, gov bonds, currencies & commodities, 24.01min 24:02 Back to top

January 2013

Audio Date Play Save Content Duration
31-01-2013 Save stk mkts temporarily overstretched and tremporary reactions due before further gains, led by China, Japan and Vietnam, gov bond prices may steady but this is bubble territory for indebted nations, PMs give up yesterday's gains, 17.59min 18:00 Back to top
30-01-2013 Save Asian stk mkts firm, led by Japan, New Zealand & China, Spain weakens Europe on Saipem profits shock, gov bonds soft, PMs firm, led by gold & silver, 2.22min 12:23 Back to top
29-01-2013 Save stocks market firm and continue to be led higher by banks, commodities steady, oil firm, treasuries ease 17.33mins 17:33 Back to top
28-01-2013 Save China firm in steady Asia, Europe also steady with banks performing, gov bond futures ease again, gold & silver losing downside momentum?, Wall St valuations discussed, 13.59min 14:00 Back to top
25-01-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 26.38mins 26:39 Back to top
24-01-2013 Save Yen weakens to a new low against the Dollar, equity markets generally firm, S&P500 tests the psychological 1500, Pound becoming oversold versus the Euro 10:57mins 10:59 Back to top
23-01-2013 Save banking sectors in China and the UK continues to lead their markets higher, Dollar continues to hold its higher lows against the Yen, gold ranges below $1700, WTI weakens 11:47mins 11:48 Back to top
22-01-2013 Save Stock markets generally steady, Chinese banks break out, Yen firms, India pauses, gold steady, platinum and oil firm, bonds steady 10:42mins 10:45 Back to top
21-01-2013 Save China firm, Japan slips as JPY backs away from Y90 versus USD, Malaysia falls on election jitters, Europe steady, as is gold, indu metals ease, 6.13min 06:14 Back to top
18-01-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 27.03min 27:09 Back to top
17-01-2013 Save stk mkts steady in Europe & Americas, gov bond prices weaken, USD slightly easier, gold firmer as are indu metals, closing comments on Rio Tinto and Boeing, 15.08min 15:09 Back to top
16-01-2013 Save Stock markets generally steady, Yen firmed somewhat and translated into a pullback for the Nikkei, precious metals steady to firm, oil steady, bonds continue to steady 13.04mins 13:06 Back to top
15-01-2013 Save stk mkts quiet but Croatia, firm prior to entering euro, Japan & China up again and most stk mkts s/t O/B, gov bond futures extend recovery, USD slightly firmer, platinum leads PMs higher, 16.21min 16:22 Back to top
14-01-2013 Save Asia & especially China lead stk mkts higher, Europe & US quiet, gov bonds a quietly steady but underperforming since June, yen eases again, PMs firm but indu metals ease, grains rally, 10.48min 10:50 Back to top
11-01-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 38.59 min 39:01 Back to top
10-01-2013 Save stk mkts steady, led today by Vietnam, S&P challenging 1012 highs, gov bonds ease, particularly Bunds, oil edging higher within ranges for Brent & WTI, PMs firm, led by palladium & platinum, 13.54min 13:55 Back to top
09-01-2013 Save Stk mkts quietly steady today but big gains in Spain, Italy and European banks, gov bond futures edging slightly higher in short-term O/S rally, platinum and esp palladium firm9.33min 09:34 Back to top
08-01-2013 Save stk mkts pause on short-term O/B, gov bond futures prices losing downside momentum on short-term O/S, yen reaches a temporary low, PMs and industrial metals firmer, 10.33min 10:34 Back to top
07-01-2013 Save stk mkts s/t overbought and some loss of upside momentum, gov bond prices slightly firmer after sharp falls, PMs still in s/t downtrend, but near levels that supported last good rally, 15.29min 15:29 Back to top
04-01-2013 Save Big picture, long-term outlook for stk mkts, gov bonds, currencies & commodities, 28.16min 28:17 Back to top
03-01-2013 Save Stk mkts quiet after surge on Wed., gov bond yields rise, latest Fed minutes indicate earlier reduction in QE than most bond investors expecting, news that weighed on gold as well, 10.38min 10:39 Back to top
02-01-2013 Save Explosive rally, including plenty of short covering, on US fiscal cliff deal, mainland China closed until Thurs but HSI surged as did most of Europe and Wall St, gov bonds weak, PMs firm by lose some of early gains, 16.20min 16:21 Back to top