About this podcast
Every Sunday, Anglia Advisors founder Simon Brady CFP® CETF® recaps the week in financial markets.
simonbrady.substack.com
Episodes
The newest 20 of 243 episodes
- Big Tech/AI Massacre. · 6 minThe Federal Reserve was widely expected to hold the Fed Funds Rate steady in a pivotal week where key data releases were set to collide with megacap tech earnings during the…
- Picky. · 6 minThe earnings focus shifted from financials to tech and tech-adjacent companies reporting over the next couple of weeks which will help set the narrative going into this week’s…
- Increasingly Grumpy. · 7 minDeadly Houthi attacks in Saudi Arabia over the weekend and Trump clearly throwing his weight behind Putin by lifting some Russian energy sanctions and shutting down satellite…
- Joining The Party. · 5 minA distinct lack of meaningful economic data or earnings reports during the week put financial markets at the mercy of the newsflow surrounding the Iran war, US domestic politics…
- Complacency? · 6 minOver the weekend, Trump killed the tentative Hormuz deal (which had basically just re-stated the previous memorandum of understanding from earlier in the summer) that had sparked…
- Lipstick On A Pig. · 6 minGeopolitics was very much on the market’s mind after record electoral successes for extremist parties in weekend German regional elections and attendees gathering in New York for…
- Quickly Evaporating. · 6 minAfter spending his weekend advocating for the breakup of the United Kingdom and watching golf, Trump resumed his relentless pressure on the Federal Reserve to slash interest…
- Little Rambo. · 6 minAfter a news-light long weekend, markets woke up on Tuesday to Canada announcing its promised like-for-like retaliatory tariffs on many US goods while at the same time plotting a…
- Get Smart. · 5 minThe shortage of any important news over the weekend was highlighted by the fact that the story of Trump’s Lake Ontario stunt grabbed the headlines even as polls emerged to show…
- Warfare. · 6 minOpen economic warfare broke out between the US and its historically closest ally and second-largest trading partner over the weekend as Canada terminated trade negotiations in…
- Too Much To Handle. · 6 minFollowing a weak-volume, low-volatility trading week in the stock market that nevertheless solidified August’s gains and a generally quiet weekend on the newswires, Monday marked…
- Snoozer. · 6 minNot a great weekend for US diplomacy. Iran threw ice-cold water on any lingering hopes of an imminent resolution to the war by issuing a list of demands (most of which were…
- Dancing In The Dark. · 5 minFollowing Trump’s latest flip-flop over the weekend as he continued to desperately search in vain for an off-ramp to the highly unpopular war that he started over five months…
- Poking The Bear. · 7 minTraders were very much on edge all weekend, bracing for a frenetic week with multiple impactful earnings reports, a Fed interest rate-setting meeting, tariffs suddenly front and…
- Raising The Temperature. · 7 min“Not a drop of oil will leave the Strait of Hormuz”, according to Iran on Sunday as the so-called “three-week skirmish” approached its five-month anniversary amid daily US…
- In Tatters. · 6 minThe US/Iran ceasefire memorandum is obviously in tatters. Iran closed the Strait of Hormuz, prompting a reinstatement of the blockade by Trump who also briefly proposed an idea…
- Bull In A China Shop. · 6 minAfter successfully fixing the World Cup over the long weekend, Trump is finding Iran to be far less willing than FIFA to bend to his every whim and certainly not surrendering by…
- The K Is Getting Steeper. · 5 minThe truce between the US and Iran came under severe stress over the weekend with both sides firing on one another and each blaming the other. But there was some geopolitical…
- Chip-Wreck. · 6 minOver the weekend, we were treated to the bizarre sight of the US and Iran delegations chummily sitting down together in Switzerland against a backdrop of the Strait of Hormuz…
- Banana Skin Potential. · 6 minA 60-day extension of the ceasefire, a conditional reopening of the Strait of Hormuz and a suspension of the US blockade was announced on Sunday but it seems nothing has been…
