Video: Market Morning - 21 Sept

It’s a huge 24 hours with the Bank of Japan and FOMC decisions. USDJPY is at a critical juncture, as is AUDJPY.

Video: Market Morning - 20 Sept

The Australian dollar shot higher yesterday as the US dollar came under pressure. But it ran into heavy selling overnight as US stocks failed to follow through on Asian and European ebullience.

Video: Market Morning - 19 Sept

It's a huge week for markets with the FOMC and BoJ meetings amongst many other central bank meetings the standouts. Markets are a little more jittery than they might have been after Friday's CPI in the US. What's the week look like? I discuss.

Video: Market Morning - 15 Sept

Oil collapsed again even though stocks didn't build as expected. That's the sign of a bear market. Stocks slipped after that, the Aussie dollar pulled back from 75 cents and the signs of a paradigm shift in markets were front and centre once again.

Video: Market Morning - 14 Sept

Stocks dropped, oil collapsed, the Aussie dollar fell under 75 cents and investors retreated to the sidelines amid a general air of risk aversion.

Why? Because bond rates rising could be the paradigm shift that alters the way markets have been working these past few years.

Video: Market Morning - 13 Sept

In the current mood there was always a risk of a reversal of Friday’s moves if Lael Brainard stayed true to her dovish credentials. That she did helped stocks and the Aussie rally. But the fact that bonds and USDJPY didn’t really join the move suggests there is more than the Fed at play right now.

Video: Market Morning - 12 Sep

Stocks were lower, the dollar a little stronger and bonds higher as traders turned cautious that the consistent fed warnings that now is the time for a rate hike might actually be followed up. That's knocked the Aussie back to an important support zone and puts the SPI 200 under further pressure.

Video: Market Morning - 9 Sep

The Aussie dollar fell heavily from the supply zone above 77 cents overnight after the US dollar regained its footing and a turn in bonds permeated markets.

Video: Market Morning - 8 Sep

The US dollar found support both from a 4 month trendline and comments by Fed presidents lacker and George suggesting that September might still be on the table. That knocked the Aussie back from 77 cents as traders await trade data for Australia and China today.

Video: Market Morning - 7 Sep

The US dollar collapsed after the weakest ISM services data in 5 years fundamentally undermined expectations of a Fed hike at the September meeting.

That saw the Aussie dollar and gold, amongst others, rocket higher. Stocks and bonds also rallied as a result.

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