The Market Colour Podcast
Keeping you informed with a weekly overview of global financial markets, including a special focus on the African & Kenyan markets.
Episodes
223 episodes
Week#38: Record Global Debt, Rising Bond Yields and Kenya’s New Dividend Rules
A weekly overview of the global markets.Week#38: 21-25; Sep 2026.IIF: Global debt @ $365 trillionUS: Another rate hike in October?US: 10-year yield up @ 5.16%OIL: US crude falls 8% to $92GO...
Week#37: 2026; The Fed Hikes, Dangote’s Mega IPO & High Court Nullifies Safaricom Sale
A weekly overview of the global markets.Week#37: 14-18; Sep 2026;FED: Hikes by 25 bps to 3.75%-4%BOJ: Hikes by 25 bps to 1.25%BOE: Held policy rate @ 3.75%UK: Aug inflation jumps to 3.1%US:...
Week#36: Sticky Inflation Boosts Fed Rate Hike & Escalating Tension Push Oil above $100.
A weekly overview of global markets.Week#36: 07-11; Sep. 2026;US: Aug CPI inflation @ 3.4%FED: 90% chance for rate hikeUS: 10-yr bond up 3 bps @ 4.97%ECB: Hikes by 25 bps to 2.50%JP: FX Res...
Week#35: 2026: Resilient US Labour Market ignites Fears of Rate Hike amid Sovereign Debt Pressures.
A weekly overview of the global markets.Week#35: 31.Aug-04.Sep; 2026US: Aug nonfarm payrolls @ 162KEZ: Aug inflation rises to 3.3%JP: 10-year bond breaks above 3%NO: SWF reduce exp to US bonds<...
Week#34: Hawkish Fed Signal as Dangote Reshapes Energy Flows & Kenya's Kes 3 Trillion Pension Boom
A weekly overview of the global markets.Week#34: 24-28; Aug 2026FED: Chairman concern about inflationUS: $1 trillion TGA for bond buybacksUS: July PCE inflation at 3.7%US: Q2 GDP grew slower at 1.5%...
Week#33: Bond Market Jitters as US Debt Hits $40 Trillion, Dangote $1B IPO Underwriting and World Bank Caution on Sovereign Debt Risk.
A weekly overview of the global markets.Week#33: 17-21: Aug 2026US: Yields spike as debt hits $40 TrillionFED: Minutes of July policy meetingCH: Economy losing momentumJP: Q2 GDP @ 1.1% & inflat...
Week#32: Moderation in US inflation, Dangote's $11B Debt, CBK Holds & CMA Approves Bank ETF.
A weekly overview of the financial markets.Week#32: 10-14; August 2026.US: July CPI inflation dips to 3.4%US: July deficit up 48% @ $432BJP: US-Japan FX intervention failsOIL: Brent rose by 5% @ $88...
Week#31: US Economy Lost 23K Jobs & Kenya’s Debt Consumes 50% of Revenues
A weekly overview of the global markets.Headlines: Week#31: 03-07; July 2026;US: Nonfarm payrolls lost 23K jobsUS: Dimon warns on high leverageEZ: July inflation pick up to 2.9%US: Yields fall as jo...
Week#30: Global Dissent in Monetary Policy & Kenya’s Balancing Act with Crypto
A weekly overview of global markets.Headlines: Week#30: 27-31; July 2026US: FED divided 9-3 holds policy US: Q2/2026 GDP slows to 1.5%EZ: Q2/2026 GDP grew @ 0.4%JP: BOJ holds policy @ 1%
Week#29: New US Tariffs & Major Flaw in Kenya's SWF
A weekly overview of the global markets.Week#29: 20-24; July 2026;US: New Tariffs on 60 CountriesECB: Holds policy rate @ 2.25%JP: June core inflation up @ 1.6%US: Stocks flat as Yields slide
Week#28: US inflation cools as Middle East tensions heat up
A weekly overview of the global markets.Week#28: 13-17.July.2026US: June CPI inflation dips to 3.5%US: Warsh pledge on "inflation tax"US: 61% pessimistic about economyOIL: Rose 5% as ME conflict esc...
Week#27: 06-10.July.2026
A weekly overview of the global markets.Week#27: 06-10; July 2026IMF: Revises global growth to 3%US: Divergence stocks vs. economyOIL: Rises 5% as ME tensions flareupIEA: Decline in global oil deman...
Week#26: 29.JUN-03.JUL.2026
A weekly overview of the global markets.Week#26: 29.Jun-03.Jul.2026;US: June nonfarm payrolls @ 57,000EZ: June inflation dips to 2.8%CH: Rebound in exports to USJP: Yen sinks to 40-year low...
Week#25: 22-26; June 2026
A weekly overview of the global markets.Week#25: 22-26; June 2026.US: May PCE inflation up @ 3.4%US: Tech post 5th losing sessionOIL: Falls to $70 as supply resumesGOLD: 4th weekly decline @ $4,073<...
Week#24: 15-19.June.2026
A weekly overview of the global markets.Week#24: 15-19; June 2026FED: Holds rate @ 3.5%-3.75%BOE: Holds rate @ 3.75%BOJ: Hikes by 25bps to 1.00%UK: May inflation steady @ 2.8%CH: Retail sal...
Week#23: 08-12.June.2026
A weekly overview of the global markets.Week#23: 08-12; June 2026US: May CPI inflation @ 4.2%US: May PPI inflation @ 6.5%ECB: Hikes by 25bps to 2.25%US: SpaceX IPO & Musk a trillionaire...
Week#22:01-05.June.2026
A weekly overview of the global markets.Week#22: 01-05; June 2026US: May payrolls rose by 172KEU: May inflation rose @ 3.2%JP: Bond yields highest in 40yrsCH: May manufacturing expandsBTC: ...
Week#21: 25-29; May.2026
A weekly overview of the financial markets.Week#21: 25-29; May 2026US: April Core PCE inflation @ 3.3%US: Q1 GDP grew slower @ 1.6%OIL: Brent down 19% in May @ $92GOLD: Closed higher @ $4,500
Week#20:18-22.May.2026
A weekly overview of the financial markets.Headlines: Week#20: 18-22; May 2026;US: Regime change at the FedCH: Retail sales slow @ 0.2%JP: April core inflation soft @ 1.4%US: Dow up 300pts + SpaceX ...
Week#19: 11-15.May.2026
A weekly overview of the global markets.Week#19: 11-15; May 2026;US: April CPI inflation up @ 3.8%US: Dow fell more than 500 ptsUS: 10-year up 14 bps @ 4.59%OIL: Brent rose 3% to $109GOLD: ...
Week#18: 04-08; May 2026
A weekly overview of the financial markets.Headlines: Week#18: 04-08: May 2026;FED: Unlikely to cut ratesUS: Nonfarm payrolls @ 115KUS: Unemployment @ 4.3%JP: Yen intervention @ $35BOIL: Br...
Week#17: 27.Apr-01.May.2026
A weekly overview of the markets.Headlines: Week#17: 27.Apr-01.May; 2026FED: Holds rate @ 3.5%-3.75%US: PCE core inflation @ 3.2%US: Q1/26 GDP grew @ 2%ECB: Holds rate @ 2%EZ: April inflati...
Week#16: 20-24; April.2026
A weekly overview of the financial markets.Headlines: Week#16: 20-24; April 2026;DE: 2026 growth cut to 0.5%UK: March inflation up @ 3.3%JP: Exports expand by 11.7%US: S&P closes at record highs...