The 2% Brief

NEW VIDEO NOW LIVE

Oil is still above $100 a barrel - but stock markets have refused to crack.

So what happens next?

In this week’s 2% Brief, I look at what moved markets over the past week, why equities are still holding up, and the key risks to watch in the days ahead.

▶️ Watch here:
https://youtu.be/zL8rdre7J-k

2 days ago | [YT] | 1

The 2% Brief

The Fed has raised rates again - so what happens to markets now?

I’ve just published a short 2:40 update looking at what higher rates could mean for stocks, bonds, gold, the dollar and oil - and the key things I’m watching next.

Fed Raises Rates - What Happens to Markets Now?

https://youtu.be/SvlE_9aBDV4

5 days ago | [YT] | 2

The 2% Brief

The Fed is expected to raise rates today - but the bigger risk may be what happens in the bond market afterwards.

If Treasury yields keep rising even after the Fed moves, that could matter far more for stocks, gold, silver and the wider market than the quarter-point increase itself.

In this new video, I look at the key signals to watch once the decision is announced - and whether this is a one-off move or the start of something bigger.

🎥 Watch here:
https://youtu.be/oMyeqpP8C9o

6 days ago | [YT] | 0

The 2% Brief

I’m trying something new with **The 2% Brief**.

The regular weekend market update will continue here as normal.

But I’ve now launched a **new 2% Brief channel** for additional midweek videos focused on markets, macro, bonds, commodities, gold, interest rates and the bigger forces moving investors.

The first video is now live:

**Oil Above $100 Changes Everything - What Markets Are Missing**

https://youtu.be/UD8_HPGH1_I

If this is the kind of analysis you follow me for, I’d really appreciate you taking a look and subscribing to the new channel.

The aim is to see whether a fresh channel can reach a wider audience interested specifically in this kind of market analysis.

1 week ago | [YT] | 2

The 2% Brief

Oil has pushed higher again this morning, with WTI now above $102 and Brent above $107.

That makes yesterday’s video even more relevant.

I looked at what oil above $100 could mean for inflation, interest rates, bonds, gold and equities - and why this may be more than just another short-term spike.

If you missed it yesterday, take a look:

**Oil Just Broke $100 - What Happens to Markets Now?**
https://youtu.be/BPtZTktPHgc

1 week ago | [YT] | 0

The 2% Brief

Oil has broken $100. Now what?

My latest 2% Brief is live.

With oil above $100, diesel above $6, inflation expectations rising and the Fed meeting this week, markets have a lot to digest.

I look at what this means for stocks, gold, silver, bonds and Bitcoin - and the three things I think matter most from here.

Watch here:
https://youtu.be/BPtZTktPHgc

If you’ve already watched it, let me know in the comments: what worries you most right now - oil, inflation or bond yields?

1 week ago | [YT] | 0

The 2% Brief

Gold miners have surged - but is it too late to buy?

In my latest video, I look at Newmont, Barrick, Agnico Eagle and Kinross, the huge cash flows being generated at current gold prices, and the risks from oil, inflation and the Federal Reserve that could determine what happens next.

If you own gold miners, are considering buying them, or simply prefer physical gold, this one is worth watching.

▶️ Gold Miners Have Exploded - Is It Too Late to Buy?
https://youtu.be/YMSj0luU9pY

What would you rather own here - gold itself or the miners?

2 weeks ago | [YT] | 1

The 2% Brief

Inner Circle Briefing - Tonight at 7pm

Inner Circle members will receive this week’s audio briefing and PDF directly by email at 7pm tonight.

Before listening, I recommend watching yesterday’s free 2% Brief first:

Oil Prices Surge 10% - Fed Rate Hike Back in Play
https://youtu.be/ObpVpAF7-vw

That video sets out the key market backdrop - stronger US jobs, sharply higher oil prices and the growing importance of this week’s inflation data.

Tonight’s Inner Circle briefing goes further with three scenarios for CPI week, plus the key levels I’m watching in gold, silver, oil, the dollar and bonds.

2 weeks ago | [YT] | 2

The 2% Brief

Oil Prices Surge 10% - Fed Rate Hike Back in Play

My latest 2% Brief is now live.

Oil has surged nearly 10% in a week, the US jobs report came in much stronger than expected, and another Federal Reserve rate hike is firmly back in the conversation.

In this week’s video I look at:

Why the jobs report changes the Fed calculation
What rising oil prices mean for inflation
Why gold and silver were so volatile
What the 30-year Treasury yield is signalling
Why next Friday’s CPI report could decide the next market move

🎥 Watch here:
https://youtu.be/ObpVpAF7-vw

Do you think the Fed raises rates in September - yes or no?

2 weeks ago | [YT] | 1

The 2% Brief

Today’s 2% Brief is now live.

The Fed has sent a warning - but markets have reacted in a way many investors probably weren’t expecting.

In today’s video I look at what’s happening across stocks, bonds, gold, silver and oil, why the long-term bond market behaved differently this week, and why Friday’s US jobs report could become the next major catalyst.

▶️ Watch it here:
https://youtu.be/hDhUJVRC1lM

And for members of The 2% Brief Inner Circle, I’ll be back this evening with a deeper audio briefing and PDF setting out my three main scenarios for the week ahead, together with the price levels and expectations I’m watching for gold, silver and oil.

Let me know in the comments what you’re watching most closely this week.

3 weeks ago | [YT] | 1