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The Market Colour Podcast
The Market Colour Podcast episodes
- Week#43: Fed Holds Rates, South Africa Rebases GDP and Kenya's Inflation Hits 7.3%
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A weekly overview of the global markets.
Week#43: 26-30; October 2026.
- US: FED holds policy steady
- US: Sep PCE inflation up @ 3.6%
- US: Q3/26 GDP grew @ 3.4%
- EZ: ECB holds policy @ 2.5%
- EZ: Q3/26 GDP slows to 0.4%
- JP: BOJ holds policy @ 1.25%
- CRP: Binance hacked $6.3B
- SA: Rebases GDP up by 5%
- KE: Oct inflation rises to 7.3%
- CBK: USD/KES @ 129.96
- TBILL: 91-day rate @ 8.74%
- Quickmart: Increases FI allocation
- KNBS: KE hold Kes 1.5T in Forex
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Please listen and consider subscribing.33 min - Week#42: French Riots Push Bonds above 5%, UGX Currency Intervention and Landmark Investments at NSE.
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A weekly overview of the global markets.
Week#42: 19-23; October 2026;
- FR: Riots push bonds above 5%
- CH: Q3/26 GDP grew @ 4.5%
- JP: Sep core inflation hits 2.1%
- UK: Sep inflation hot @ 3.5%
- OIL: Brent @ $116 on ME tensions
- GOLD: Falls below $4,000/oz.
- BOU: Direct FX sales to support UGX
- SA: Sep inflation rises to 4.5%
- CBK: USD/KES @ 129.91
- TBILL: 91-day rate @ 8.74%
- CBK: Debt @ Kes 13.47 trillion
- NSE: UK fund invests in Quickmart
- NSE: Dangote buys 25% stake in KPC
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Please listen and consider subscribing.37 min - Week#41: US Inflation Surges, Uganda Hikes Rates and Kenya's Refinancing Risk
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A weekly overview of the global markets.
Week#41: 12-16; October 2026;
- US: Sep CPI inflation @ 3.7%
- US: Sep PPI inflation @ 6.3%
- US: Stocks slide as Bonds waver
- OIL: Brent up 5% @ $110/bbl
- GOLD: Stable @ $4,175/oz.
- UG: BoU hikes 225 bps to 12%
- KNBS: Q2/26 GDP grew @ 5.1%
- CBK: USD/KES @ 129.81
- CBK: Sep FX remits @ $438m
- TBILL: 91-day rate @ 8.76%
- CMA: Investment Risk Ratings?
- KE: Debt Refinancing Risk
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Please listen and consider subscribing.32 min - Week#40: Rising Energy Prices, Driving up Inflation & Bond Yields, Adding to Debt Pressures
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A weekly overview of the global markets.
Week#40: 05-09; October 2026;
- IMF: Triple focus - AI, Energy & Debt
- US: August Trade deficit @ $105B
- US: Consumer debt worsening
- OIL: Brent crude up @ $104
- GOLD: Bargain hunting @ $4,000
- IMF: Africa 2026 growth @ 4.3%
- AU: Africa Credit Rating Agency
- CBK: MPC holds CBR @ 8.75%
- CBK: USD/KES @ 129.94
- TBILL: 91-day rate @ 8.76%
- CMA: Approves GDR for Dangote IPO
- NSE: Quickmart IPO @ Kes 7.50
- KE: Debt consumes 80% Revenues
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Please listen and consider subscribing.33 min - Week#39: Weak US Jobs Report points to a Rate Hold, as Dangote IPO offers Cross-Border Investment Opportunity
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A weekly overview of the global markets.
Week#39: 28.Sep - 02.Oct 2026;
- US: Q2/26 GDP grew @ 2.2%
- US: Aug PCE inflation @ 3.4%
- US: Sep nonfarm payrolls @ 29K
- EZ: Sep inflation rose to 3.8%
- FED: 78% chance for a hold
- OIL: G7 to release 100m barrels
- SEC: Custody of Crypto assets
- KE: Sep inflation hits 6.8%
- CBK: USD/KES @ 129.71
- TBILL: 91-day rate @ 8.76%
- KE: Debt @ Kes 13.22 trillion
- CMA: Dangote shares via GDR?
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Please listen and consider subscribing.34 min - Week#38: Record Global Debt, Rising Bond Yields and Kenya’s New Dividend Rules
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A weekly overview of the global markets.
Week#38: 21-25; Sep 2026.
- IIF: Global debt @ $365 trillion
- US: Another rate hike in October?
- US: 10-year yield up @ 5.16%
- OIL: US crude falls 8% to $92
- GOLD: Finds support @ $4,300
- BTC: Is the crypto winter over?
- SARB: Hikes 25 bps to 7.25%
- CBN: Cuts 350 bps to 23%
- CBK: USD/KES @ 129.48
- CBK: FX reserves @ $15.04B
- TBILL: 91-day rate @ 8.77%
- CBK: Bank dividend payouts
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Please listen and consider subscribing.30 min - Week#37: 2026; The Fed Hikes, Dangote’s Mega IPO & High Court Nullifies Safaricom Sale
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A weekly overview of the global markets.
Week#37: 14-18; Sep 2026;
- FED: Hikes by 25 bps to 3.75%-4%
- BOJ: Hikes by 25 bps to 1.25%
- BOE: Held policy rate @ 3.75%
- UK: Aug inflation jumps to 3.1%
- US: Stocks slide as yields rise
- OIL: Remains above $100
- NG: Launch of Dangote IPO
- CBK: USD @ 129.62 & 91-day @ 8.78%
- CBK: Aug FX remittances @ $451m
- NSE: Sheds Kes 206B market cap
- HC: Nullifies 15% sale of Safaricom
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Please listen and consider subscribing.29 min - Week#36: Sticky Inflation Boosts Fed Rate Hike & Escalating Tension Push Oil above $100.
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A weekly overview of global markets.
Week#36: 07-11; Sep. 2026;
- US: Aug CPI inflation @ 3.4%
- FED: 90% chance for rate hike
- US: 10-yr bond up 3 bps @ 4.97%
- ECB: Hikes by 25 bps to 2.50%
- JP: FX Reserves drop by $80B
- OIL: Brent up 9% @ $104
- NG: Dangote IPO on 14th Sep.
- SA: Q2 GDP shrank by 0.2%
- KE: USD @ 129.45 & 91-day @ 8.76%
- CBK: FX up $371m @ $15.25B
- NSE: Short-selling coming soon
- WB: Emergence funding $400m
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Please listen and consider subscribing.32 min - Week#35: 2026: Resilient US Labour Market ignites Fears of Rate Hike amid Sovereign Debt Pressures.
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A weekly overview of the global markets.
Week#35: 31.Aug-04.Sep; 2026
- US: Aug nonfarm payrolls @ 162K
- EZ: Aug inflation rises to 3.3%
- JP: 10-year bond breaks above 3%
- NO: SWF reduce exp to US bonds
- NL: DNB transfers gold to the UK
- BTC: 3rd week up @ $81,000
- IMF: Senegal debt sustainability
- NG: Dangote IPO in 10-12 days
- KE: Aug inflation up @ 6.6%
- CBK: USD @ 129.48 / 91-day @ 8.76%
- NSE: Market cap @ Kes 4.28 trillion
- S&P: Debt restructure raises default risk
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Please listen and consider subscribing.34 min - Week#34: Hawkish Fed Signal as Dangote Reshapes Energy Flows & Kenya's Kes 3 Trillion Pension Boom
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A weekly overview of the global markets.
Week#34: 24-28; Aug 2026
- FED: Chairman concern about inflation
- US: $1 trillion TGA for bond buybacks
- US: July PCE inflation at 3.7%
- US: Q2 GDP grew slower at 1.5%
- US: 2-year yield spikes 12bps @ 4.35%
- Gold: Down about 3% to $4,474
- NG: Dangote 7-fold boost to exports
- CBK: USD @ 129.47 & 91-day @ 8.76%
- CBK: FX dip $221m to $14.93 billion
- KE: Pension assets surpass Kes 3 trillion
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Please listen and consider subscribing.30 min
About The Market Colour Podcast
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Keeping you informed with a weekly overview of global financial markets, including a special focus on the African & Kenyan markets.