Episodes

  • Brazil Rate Cut Path vs Sticky Inflation Paradox | Jun 26, 2026 / BCB / Focus Market Readout

    Brazil Rate Cut Path vs Sticky Inflation Paradox | Jun 26, 2026 / BCB / Focus Market Readout
    Jun 29 2026
    Deep dive into Brazil's BCB Focus Market Readout dated June 26, 2026. Over 130 market participants now see the Selic rate ending 2028 at 10.50% — a hawkish revision — while 2026 IPCA inflation holds stubbornly at 5.33%, well above the 3.0% target. We analyze the rate cut path, BRL/JPY carry trade dynamics, fiscal deficit risks, and what this means for Japanese investors holding Brazilian assets. ▶️ Full video on YouTube: https://youtu.be/2JSIOgIjM0k
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    6 mins
  • ESI Rebounds While Employment Expectations Plunge | Jun 29, 2026 / European Commission / Business & Consumer Surveys

    ESI Rebounds While Employment Expectations Plunge | Jun 29, 2026 / European Commission / Business & Consumer Surveys
    Jun 29 2026
    Euro Area ESI rose +1.3pts to 95.0 in June 2026, but the Employment Expectations Index (EEI) plunged -2.2pts to 92.2. Meanwhile, PPI surged to +4.9% YoY in April. We break down what this divergence means for ECB policy and EUR/JPY for Japanese investors holding euro-denominated assets. ▶️ Full video on YouTube: https://youtu.be/XpQBAP0MHrY
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    4 mins
  • UK Housing Demand Slumps & M4Lex Collapses to £0.6bn | Jun 29, 2026 / Bank of England / Money and Credit May 2026

    UK Housing Demand Slumps & M4Lex Collapses to £0.6bn | Jun 29, 2026 / Bank of England / Money and Credit May 2026
    Jun 29 2026
    Deep dive into the Bank of England's Money and Credit release for May 2026 (published June 29, 2026). Mortgage approvals plunged to 56,200 — the lowest since December 2023. M4Lex net lending collapsed to just £0.6bn from £11.5bn in April. Yet broad money M4ex expanded to £11.0bn and consumer credit annual growth ticked up to 8.9%. We unpack the divergence between money supply and credit demand, and what it means for BOE rate policy and GBP. ▶️ Full video on YouTube: https://youtu.be/IYNfBM1e2Ro
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    7 mins
  • Euro Area M3 Rebounds to 3.2% — What Corporate Credit Surge Means for ECB Policy | Jun 29, 2026 / ECB / Monetary Developments

    Euro Area M3 Rebounds to 3.2% — What Corporate Credit Surge Means for ECB Policy | Jun 29, 2026 / ECB / Monetary Developments
    Jun 29 2026
    Euro area M3 money supply rebounded to 3.2% YoY in May 2026, up from 2.7% in April. Corporate loans surged to 4.0% — a potential signal that ECB rate cuts are gaining traction. Investment fund deposits staged a dramatic recovery from -5.8% to -0.4%. We break down what this means for ECB policy and EUR/JPY traders. ▶️ Full video on YouTube: https://youtu.be/mk53R46q41U
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    6 mins
  • Inflation Resurges Globally as Central Banks Turn Hawkish | Jun 28, 2026 / NFC Market Live / Weekly Macro Digest

    Inflation Resurges Globally as Central Banks Turn Hawkish | Jun 28, 2026 / NFC Market Live / Weekly Macro Digest
    Jun 28 2026

    Weekly macro digest for Jun 21-28, 2026. US PCE re-accelerated to 4.1% (core 3.4%), BOJ hiked rates with one dissent, Brazil's Selic reached 14%, Canada CPI hit 3.2%, Australia's trimmed mean CPI accelerated to 3.6%, and Sweden's Riksbank shifted hawkish unanimously. A week of synchronized global inflation resurgence and central bank tightening. Includes next week's key event calendar.
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    7 mins