The Trading Floor: Germany, the "Sick Man" of Europe
Listen now
Description
In this episode, Anthony Cheung and Piers Curran break down the latest US CPI data and its implications for the Fed's interest rate strategy. But that's not all, Germany’s economy is in the spotlight as they explore recession warnings, government forecasts, and what this all means for the Eurozone. They also dive into the growing divide between US and European monetary policies, dissecting the ECB's next move as it grapples with Germany's economic woes.  Tune in for a dynamic take on how these global shifts could reshape the markets. Perfect for any interview prep! (01:58) Introduction to episode (04:22) Latest US CPI report explained (09:36) US Jobless Claims spike higher (11:53) Is the US labour market as strong as NFP suggests (15:46) Markets reaction and Fed expectations (17:15) Why is Germany struggling so much? (28:15) US vs EU policy divergence (31:41) What are options markets signalling? (37:30) Ant is going to shave his head LIVE! Hosted on Acast. See acast.com/privacy for more information.
More Episodes
In this conversation, Anthony Cheung and Piers Curran discuss the implications of Donald Trump's return to power on the financial markets, particularly focusing on the US dollar's role as a global reserve currency.  They explore how Trump's policies may impact inflation, interest rates, and the...
Published 11/14/24
Published 11/14/24
In this episode, we dive into the financial market's reaction to Trump's return, focusing on how it impacts bank stocks and the deal-making landscape.  We also explore the rise of AI players like CoreWeave, their deep ties with Nvidia, and the risks surrounding Neocloud funding models. Plus, we...
Published 11/11/24