Market Insight Podcast

US Core PCE, Central bank expectations and the week ahead

In today's episode, Christian, Nick, and podcast host Jonny Hart discuss the latest in central bank monetary policy expectations, including the RBA, BoE, and Fed, alongside the recent PCE numbers released earlier today. Otherwise, Nick sheds some light on the continued unwinding of the yen carry trade and further implications for precious metals.

05-12-2025 19:01 GMT by Christian Norman

Soft ADP payrolls, AI & semiconductor stocks and Hassett at 75% odds to succeed Powell

In the most recent episode, TraderNick and Jonny discuss the demand for semiconductors following the AI stock rally, softening US labour data and the likely successor of Fed Chair Jerome Powell, with current betting odds suggesting Kevin Hassett, a long-term Republican and Trump supporter, is the most likely to replace Powell in May.

03-12-2025 16:11 GMT by Christian Norman

Powell's likely successor, continued crypto downside & BoJ monetary policy

Looking ahead to a fresh week of trading, join OANDA Senior Market Analyst Kelvin Wong and podcast host Jonny Hart as they discuss the latest market developments after the Asian session, including predictions on Fed Chair Jerome Powell's likely successor, recent dollar performance, crypto markets and more.

01-12-2025 15:17 GMT by Christian Norman

The UK autumn budget, sterling rallies and US jobs impress

In today's episode, TraderNick leads the discussion on the UK autumn budget and the subsequent rally in sterling prices. Otherwise, we discuss the narrative surrounding the Fed's December decision, as well jobs number today.

26-11-2025 18:32 GMT by Christian Norman

The 'moving target' of Fed rate cuts, US PPI and US retail sales

In today's episode, TraderNick and Jonny discuss the US producer price index and retail sales numbers, alongside a slowing US labour market. Otherwise, we discuss fresh dovish remarks from Fed Daly, the upcoming December meeting and the crypto markets.

25-11-2025 18:17 GMT by Christian Norman

USD/JPY, the upcoming UK budget and RBA/Fed monetary policy

As we start week 48, join OANDA Senior Market Analyst Kelvin Wong and podcast host Jonny Hart as they discuss the end-of-week rally in US equities, the upcoming UK budget on Wednesday, ever-changing expectations of the FOMC meeting in December, as well as the latest on the FX markets, including JPY and AUD.

24-11-2025 11:45 GMT by Christian Norman

New dovish commentary from Fed Williams, bitcoin continues to slide and the week ahead

In today’s episode, join TraderNick and podcast host Jonny Hart as they discuss the latest market developments, including fresh dovish commentary from Fed officials, a continued slide in bitcoin price, and the so-called ‘AI bubble’.

21-11-2025 19:01 GMT by Christian Norman

September NFP, Bitcoin, NVIDIA earnings and BoE rate cut bets

Today, we discuss the previously postponed September Nonfarm payrolls report, yesterday’s UK inflation numbers, Nvidia earnings, and a sharp fall in crypto value, with bitcoin under $90,000.

20-11-2025 18:12 GMT by Christian Norman

Recovery in US equity futures, the gold 'dead cat bounce' and the week ahead

In today’s episode, OANDA Senior Market Analyst Kelvin Wong and podcast host Jonny Hart discuss the recovery in US equity futures across the Asian session, recent gold price action, and look ahead to this week's trading, including FOMC minutes.

17-11-2025 13:37 GMT by Christian Norman

The tech 'bubble', Fed rate cut expectations and the week ahead

In today’s episode, we discuss the changing narrative surrounding a Fed rate cut in December, and the associated sell-offs in US equity, precious metals, and crypto markets. Otherwise, we discuss the potential for a major equity correction and the recent upside offered by AI.

14-11-2025 16:21 GMT by Christian Norman

US Goverment Shutdown likely at end, BoE to consider cutting rates and falling oil pricing

Join TraderNick and host Jonny Hart as they discuss a likely end to the upcoming government shutdown, rising probability of a BoE rate cut, and a fall in crude pricing.

12-11-2025 20:04 GMT by Christian Norman

Dollar rallies on ADP jobs beat, the 'Goldilocks' era and AI stock sell-off

In today's episode, TraderNick and podcast host Jonny Hart discuss the latest in Fed monetary policy projections, a beat in ADP jobs numbers as well the recent sell-off in AI stocks, especially Palantir.

05-11-2025 22:27 GMT by Christian Norman

Equity performance in the Asian session, dollar upside and the week ahead

Join OANDA Senior Market Analyst Kelvin Wong and podcast host Jonny Hart as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets.

03-11-2025 12:47 GMT by Christian Norman

ECB leaves rates unchanged, dollar rallies on hawkish Fed tone and a look ahead to next week

In today’s episode, TraderNick and Jonny Hart discuss the ECB’s decision to leave rates unchanged yesterday, as well as inflation numbers from the Eurozone released this morning. Otherwise, we discuss the recent Apple and Amazon earnings and look ahead to key fundamental events next week.

31-10-2025 16:51 GMT by Christian Norman

Fed cuts rates by 25 BPS meeting consensus and progress on US-China trade war

In today’s episode, we discuss yesterday’s decision to cut rates by the Federal Reserve, Powell’s comments on the ongoing government shutdown, and the latest developments between President Trump and President Xi.

30-10-2025 18:11 GMT by Christian Norman

All eyes on Fed Chair Powell ahead of FOMC decision, gold looks for support

In today’s episode, we discuss the recent sell-off in gold pricing, an apparent increase in co-operation between the US and China on trade, as well as equity performance in the Asian session.

28-10-2025 17:33 GMT by Christian Norman

Fed to prioritise labour market over inflation, equity markets rally and BoE preview

In today's podcast, we discuss how the Federal Reserve is balancing the demands of its dual mandate, as well as the better-than-expected US CPI, and the upcoming Bank of England interest rate decision and its impact on sterling.

24-10-2025 18:03 GMT by Christian Norman

Gold and silver plummet, Candian CPI worse than expected

Join TraderNick and Jonny Hart as they discuss the recent drop in precious metal pricing, a mixed bag of CPI results, and the ongoing US earnings season.

22-10-2025 17:58 GMT by Christian Norman

Gold rallies to $4,300, banking credit jitters and UK GDP unimpressive

In today’s episode, we discuss gold’s rally to $ 4,300, Trump’s upcoming meeting with President Xi, the knock-on effects on the ongoing government shutdown, as well as tremors in the banking sector.

17-10-2025 18:17 GMT by Christian Norman

Trade war on pause, Powell dovish and Q3 banking earnings impress

In today’s episode, we discuss the rebound in US equity pricing, calming tensions between President Trump and President Xi, as well as discussing recent commentary from Fed Chair Jerome Powell, two weeks out from the October rate decision.

15-10-2025 18:03 GMT by Christian Norman

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