Market Maker

MM051: Fed's hawkish shift & why Russia-Ukraine conflict is important for commodities


Listen Later

In this episode, I talk to co-founder Piers Curran about the latest FOMC meeting where Fed Chair Jerome Powell backed a March liftoff and said would not rule out a hike at every meeting.


Markets are now pricing in the probability of 5 rate hikes this year and even the prospect of a rate 50bps move at the March meeting, but is this expectation right, or will the Fed change tactics once more?


We also look at the latest earnings from the likes of Microsoft, Tesla, and Apple, while also discussing the performance of Deutsche Bank which has just closed out its most profitable year in a decade. How did they achieve this and why is the German bank an important financial institution in a global context.


Finally, we talk about the ongoing tensions between Russia and Ukraine after weeks of intense diplomacy over a buildup of more than 100,000 Russian troops on Ukraine’s border. What are the geopolitical risks and find out why wheat and palladium may well be the best barometer of judging sentiment over the situation.


Sign up for the daily Market Maker newsletter www.amplifyme.com/market-maker

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

Market MakerBy AmplifyME

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

22 ratings


More shows like Market Maker

View all
Exchanges by Goldman Sachs

Exchanges

991 Listeners

M&A Science by Kison Patel

M&A Science

124 Listeners

Behind the Money by Financial Times

Behind the Money

225 Listeners

FT News Briefing by Financial Times

FT News Briefing

685 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

181 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,267 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

144 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

22 Listeners

Bloomberg Daybreak: Europe Edition by Bloomberg

Bloomberg Daybreak: Europe Edition

2 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

26 Listeners

The Markets by Goldman Sachs

The Markets

70 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

148 Listeners

The Economics Show by Financial Times

The Economics Show

123 Listeners