The Market Colour Podcast: Recent Episodes
Jamuhuri
A weekly podcast that provides a broad overview of global financial markets, including a special focus on the Kenyan markets.
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A weekly overview of the global markets.
Headlines: Week#31: 03-07; July 2026;
- US: Nonfarm payrolls lost 23K jobs
- US: Dimon warns on high leverage
- EZ: July inflation pick up to 2.9%
- US: Stocks rise & yields fall
- OIL: Fell by 7% Brent @ $83
- GOLD: Rose by 7% to $4,336
- IFC: TZS bond for $100m at LSE
- NG: Dangote $5B IPO in October
- CBK: USD/KES static @ 129.40
- CBK: FX reserves @ $15.24B
- TBILL: 91-day rate flat @ 8.78%
- KE: Debt consumes 50% revenues
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A weekly overview of global markets.
Headlines: Week#30: 27-31; July 2026
- US: 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%
- UK: BOE holds policy @ 3.75%
- OIL: Brent fell 5% to $90/barrel
- KE: July inflation up @ 6.5%
- CBK: USD/KES @ 129.40
- CBK: FX reserves up to $15.4B
- TBILL: 91-day rate @ 8.78%
- KE: Balancing Act on Crypto
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A weekly overview of the global markets.
Week#29: 20-24; July 2026;
- US: New Tariffs on 60 Countries
- ECB: Holds policy rate @ 2.25%
- JP: June core inflation up @ 1.6%
- US: Stocks flat as Yields slide
- OIL: Brent crude up 10% @ $97
- GOLD: Holding above $4,000
- SA: SARB holds policy @ 7%
- CBK: USD/KES @ 129.53
- FX: Reserves drop to $ 13.85B
- TBILL: 91-day rate @ 8.78%
- KE: Major flaw with the SWF
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A weekly overview of the global markets.
Week#28: 13-17.July.2026
- US: June CPI inflation dips to 3.5%
- US: Warsh pledge on "inflation tax"
- US: 61% pessimistic about economy
- OIL: Rose 5% as ME conflict escalates
- GOLD: Fell 3% on oil-inflation & rates
- NG: Dangote's $2.5B private placement
- CBK: USD/KES stable @ 129.34
- CBK: June FX remittance @ $375m
- TBILL: 364-day rate breaks @ 9.04%
- UNCTAD: Kenya attracted $3.2B FDI
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A weekly overview of the global markets.
Week#27: 06-10; July 2026
- IMF: Revises global growth to 3%
- US: Divergence stocks vs. economy
- OIL: Rises 5% as ME tensions flareup
- IEA: Decline in global oil demand
- Gold: Steady @ $4,100/oz.
- Dangote: Chooses KE over TZ
- KNBS: Q1/2026 GDP @ 5.3%
- CBK: USD/KES @ 129.22
- CBK: FX reserves @ $14.12B
- TBILL: 91-day rate @ 8.82%
- CBK: Debt @ Kes 12.85 trillion
- CMA: Warning to FM Special Funds
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A weekly overview of the global markets.
Week#26: 29.Jun-03.Jul.2026;
- US: June nonfarm payrolls @ 57,000
- EZ: June inflation dips to 2.8%
- CH: Rebound in exports to US
- JP: Yen sinks to 40-year low
- US: Dow closes at record high
- OIL: Stable at btw $68 - $72
- GOLD: Up by 2% @ $4,182/oz.
- ET: Debt restructure for $1B
- GH: June inflation rises to 5.3%
- KE: June inflation dips to 6.4%
- CBK: USD/KES @ 129.30
- CBK: FX reserves up @ $14B
- TBILL: 91-day rate @ 8.83%
- WB: Budget support for $750m
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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 session
- OIL: Falls to $70 as supply resumes
- GOLD: 4th weekly decline @ $4,073
- CRP: Bitcoin falls below $60,000
- NGR: Halts promo of Dangote IPO
- CHN: Yuan settlement across Africa
- CBK: USD/KES stable @ 129.63
- KE: CBR @ 8.75% vs 91-day @ 8.82%
- IMF: Align CBK policy & data release
- CBK: Now linked with Clearstream
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A weekly overview of the global markets.
Week#24: 15-19; June 2026
- FED: 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 sales 1st drop in 3 yrs
- OIL: Trading btw $75 - $82
- NG: May inflation up @ 15.93%
- SA: May inflation up @ 4.5%
- CBK: USD/KES @ 129.55
- TBILL: 91-day rate up @ 8.82%
- KE: Diaspora's secret Kes 280B
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A weekly overview of the global markets.
Week#23: 08-12; June 2026
- US: May CPI inflation @ 4.2%
- US: May PPI inflation @ 6.5%
- ECB: Hikes by 25bps to 2.25%
- US: SpaceX IPO & Musk a trillionaire
- SA: Q1/2026 GDP grew @ 0.5%
- NG: Dangote private placement
- CBK: MPC holds CBR @ 8.75%
- CBK: USD/KES @ 129.37
- TBILL: 91-day rate @ 8.70%
- KE: Extends Bank Capital deadline
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A weekly overview of the global markets.
Week#22: 01-05; June 2026
- US: May payrolls rose by 172K
- EU: May inflation rose @ 3.2%
- JP: Bond yields highest in 40yrs
- CH: May manufacturing expands
- BTC: Fell 17% hovering @ $60K
- ZA: SARB raises repo 25bps to 7%
- CBK: USD/KES @ 129.37
- CBK: MPC meets 9th June
- TBILL: 91-day rate @ 8.55%
- KE: Sustainability Bonds
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A weekly overview of the financial markets.
Week#21: 25-29; May 2026
- US: April Core PCE inflation @ 3.3%
- US: Q1 GDP grew slower @ 1.6%
- OIL: Brent down 19% in May @ $92
- GOLD: Closed higher @ $4,500
- Bitcoin: Snaps back to $74,000
- KE: May inflation shot up @ 6.7%
- KBA: Expects CBK to hike rates
- CBK: USD/KES stable @ 129.52
- TBILL: 91-day rate flat @ 8.38%
- KE: Court ruling on SGR loans
- KRA: Revenue shortfall Sh162B
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A weekly overview of the financial markets.
Headlines: Week#20: 18-22; May 2026;
- US: Regime change at the Fed
- CH: Retail sales slow @ 0.2%
- JP: April core inflation soft @ 1.4%
- US: Dow up 300pts + SpaceX IPO
- Oil: Brent down 5% @ $103
- Gold: Dips 0.8% @ $4,500
- CBK: USD/KES @ 129.57
- CBK: FX Reserves @ $13.2B
- TBILL: 91-day rate @ 8.38%
- KE: Debt @ Kes 12.84 trillion
- KRA: Tax on retained earnings
- TOP: Pension funds = Private Trust
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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 pts
- US: 10-year up 14 bps @ 4.59%
- OIL: Brent rose 3% to $109
- GOLD: Fell by 3% to $4,556
- CRP: Bitcoin fell below $78K
- CBK: USD/KES @ 129.33
- CBK: April FX remittance @ $397m
- TBILL: 91-day rate up @ 8.31%
- KMRC: Green bond raises Sh3B
- NSE: Ziidi Trader @ 511K investors
- KRA: Identity of Crypto Traders
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A weekly overview of the financial markets.
Headlines: Week#18: 04-08: May 2026;
- FED: Unlikely to cut rates
- US: Nonfarm payrolls @ 115K
- US: Unemployment @ 4.3%
- JP: Yen intervention @ $35B
- OIL: Brent fell 6% @ $101
- GOLD: Rose 1% @ $4,750
- CRP: Senate vote on Crypto bill
- CBK: USD/KES @ 129.19
- CBK: FX reserves @ $13.4B
- TBILL: 91-day rate @ 8.18%
- SCOM: Profit exceeds Sh100B
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A weekly overview of the markets.
Headlines: Week#17: 27.Apr-01.May; 2026
- FED: Holds rate @ 3.5%-3.75%
- US: PCE core inflation @ 3.2%
- US: Q1/26 GDP grew @ 2%
- ECB: Holds rate @ 2%
- EZ: April inflation @ 3%
- BOE: Holds rate @ 3.75%
- BOJ: Holds rate @ 0.75%
- OIL: UAE leaves OPEC
- KE: 2025 GDP grew @ 4.6%
- KE: April inflation @ 5.6%
- CBK: USD/KES @ 129.19
- TBILL: 91-day rate @ 8.03%
- I&M: Bond for Kes 20B
- KE: WB conditions for $750M
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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
- OIL: Brent stable @ $105
- Gold: Down 2% @ $4,700/oz.
- CBK: USD/KES @ 129.21
- CBK: FX reserves @ $13.2B
- TBILL: 3m @ 7.77% & 1yr @ 8.27%
- KE: Domestic borrowing vs. interest rates
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A weekly overview of the financial markets.
Headlines: Week#15 of 2026;
- IMF: WEO 2026 global growth @ 3.1%
- War: Damage $58 billion + 2 yrs to repair
- CH: Q1/2026 GDP grew @ 5.0%
- UK: Feb/2026 GDP grew @ 0.5%
- US: Stocks rise as Hormuz "reopens"
- Oil: Brent crude drops 9% to $90
- Gold: Rises by 2% to $4,860
- CBK: USD/KES @ 129.18
- TBILL: 91-day @ 7.42% & 364-day @ 8.27%
- CBK: March FX remittance @ $450m
- CBK: National debt @ Kes12.39 trillion
- IMF: Cuts Kenya's 2026 growth to 4.5%
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A weekly overview of the financial markets.
Headlines: Week#14 of 2026;
- US: March CPI inflation @ 3.3%
- US: Feb core PCE inflation @ 3%
- US: Consumer confidence at record lows
- US: Stocks recover on ceasefire deal
- OIL: Dips below $100 as tensions ease
- Gold: Rose by 2% to $4,778
- CBK: USD/KES @ 129.53
- CBK: Forex @ $13.3B = 5.7m cover
- TBILL: 91-day @ 7.40% & 364-day @ 8.27%
- MPC: Maintains CBR @ 8.75%
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A weekly overview of the global markets.
Week#13: 30.Mar-03.Apr. 2026;
- US: March Nonfarm payrolls @ 178K
- ADP: Private sector jobs @ 62K
- EZ: March inflation jumps to 2.5%
- 2026: Dow down 3.8% & 10-year @ 4.3%
- OIL: Brent up 8% @ $109
- GOLD: March down 13% @ $4,587
- KE: March inflation @ 4.4%
- CBK: USD/KES @ 129.99
- TBILL: 91-day @ 7.40% & CBR @ 8.75%
- KE: "Delayed" bond interest payments
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A weekly overview of the global markets.
Highlights: Week#12 of 2026;
- OECD: 2026 US inflation @ 4.2%
- US: Private credit facing challenges
- EZ: Borrowing cost at 15-year highs
- JP: Feb inflation dips to 1.3%
- UK: Feb inflation flat @ 3%
- US: Dow fell by 800 points
- OIL: Brent 3-year high @ $112
- GOLD: Recovers above $4,500
- CBK: USD/KES @ 129.72
- TBILL: 91-day rate @ 7.42%
- KE: Alternative oil sources
- KE: Crypto firms coming to NBI
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A weekly overview of the global markets.
Week#11: 16-20: March 2026
- FED: Holds rate @ 3.5%-3.75%
- US: PPI inflation @ 3.4%
- ECB: Holds policy rate @ 2%
- BOE: Holds policy rate @ 3.75%
- OIL: Brent crude tops @ $112
- Gold: Down 10% @ $4,574
- CBK: USD/KES @ 129.52
- TBILL: 91-day rate @ 7.56%
- TOP: Regulation of Stablecoins
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A weekly overview of the global markets.
Week#10: 09-13: March 2026;
- US: CPI @ 2.4% & PCE @ 2.8%
- US: Deficit in Feb @ $1 trillion
- US: Q4/25 GDP down @ 0.7%
- UK: Jan.26 GDP was flat @ 0%
- OIL: Brent still above $100
- GOLD: Down 2% @ $5,052
- CBK: USD/KES @ 129.30
- FEB: FX Remittance @ $412m
- TBILL: 91-day rate @ 7.56%
- KPC: Shares debut @ Kes 9.30
- KMRC: To issue a Green bond
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A weekly overview of the global markets.
Week#09: 02-06: March 2026;
- WAR: US-Israel vs. Iran continues
- US: Nonfarm payrolls fall 92K
- CH: 2026 GDP target @ 4.5%
- EZ: Feb inflation up @ 1.9%
- OIL: Surges 35% above $90
- Gold: Dips 2.4% @ $5,149
- Clarity Act: Yield for Stablecoins
- CBK: USD/KES @ 129.20
- CBK: FX reserves @ $14.59B
- TBILL: 364-day rate @ 8.64%
- KPC IPO: Retail investor apathy
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A weekly overview of the financial markets.
Highlights: Week#08 of 2026;
- WAR: US-Israel attack Iran
- US: Producer inflation @ 0.8%
- CH: Holds rates @ 3% & 3.5%
- Dimon: Cautions lofty asset prices
- OIL: Risk premium $8 per barrel
- Gold: Feb up 7% @ $5,230
- CBK: Feb inflation @ 4.3%
- CBK: USD/KES fix @ 129.02
- TBILL: 91-day rate @ 7.58%
- BAT: Final dividend @ Kes60
- IMF: Mobile money for GDP forecast
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A weekly overview of the global markets.
Highlights: Week#07 of 2026;
- US: Trump tariffs struck down
- US: Q4/25 GDP grew @ 1.4%
- US: Dec PCE inflation @ 3%
- JP: Q4/25 GDP grew @ 0.1%
- UK: Jan inflation dips @ 3%
- Gold: Spot up @ $5,071/oz.
- CBK: USD/KES fix @ 129.02
- TBILL: 91-day rate @ 7.58%
- CMA: KPC IPO ext. 3 days
- NSE: Orders x4 on Ziidi Trader
- KE: New Eurobond $2.25B to Buyback $500m
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A weekly overview of the global markets, with a focus on Kenya.
Highlights: Week#06 of 2026;
- US: Nonfarm payrolls @ 130K
- US: Jan CPI inflation @ 2.4%
- UK: Q4/25 GDP grew @ 0.1%
- Gold: Rose 2% @ $5,030/oz.
- CBK: MPC cut 25bps @ 8.75%
- CBK: USD/KES static @ 129.02
- CBK: Jan FX remit. @ $411m
- TBILL: 91-day rate @ 7.60%
- NSE: Official launch Ziidi Trader
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A weekly overview of the global markets.
Highlights: Week#05 of 2026;
- US: Nonfarm payrolls delayed
- EZ: Jan inflation cool @ 1.7%
- EZ: ECB holds policy @ 2%
- UK: BOE holds policy @ 3.75%
- US: Dow breaks 50,000
- Gold: Stable @ $4,950
- Bitcoin: Rebounds to $70K
- CBK: USD/KES @ 129.02
- TBILL: 91-day rate @ 7.62%
- Absa: Buyout in Retail Banking Sector
- Safaricom: Interim dividend Kes 0.85
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A weekly overview of the financial markets.
Highlights: Week#04 of 2026;
- FED: Holds rate @ 3.5%-3.75%
- FED: Trump nominates Warsh
- US: Q3/25 GDP grew @ 4.4%
- NOR: SWF profit @ $247B
- Gold: Fell by 9% to $4,895
- Bitcoin: Down 6% @ $79,000
- KE: Jan 2026 inflation @ 4.4%
- CBK: USD/KES @ 129.03
- TBILL: 91-day rate @ 7.63%
- KE: Moody's upgrades credit rating
- Debt-for-Food security swap?
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#03 of 2026;
- IMF: Jan 2026: World Econ Outlook
- Greenland: US tariffs vs. EU "bazooka"
- CH: Holds rates @ 3% & 3.5%
- Geopolitics: "Sell America" trade
- Gold @ $4,980 & Silver @ $100
- CBK: USD/KES @ 129.02
- TBILL: 91-day rate @ 7.72%
- KE: KPC IPO for Kes106B
- KE: Nedbank acquires NCBA
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#02 of 2026;
- US: Dec CPI inflation @ 2.6%
- US: Independence of the FED
- CH: Trade surplus @ $1.2 trillion
- UK: Nov GDP grew @ 0.3%
- Gold: Rose 2% @ $4,600
- CBK: USD/KES @ 129.03
- 2025: FX remittances @ $5B
- TBILL: 91-day rate @ 7.70%
- Objections to Safaricom sale
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#01 of 2026;
- US: Dec nonfarm @ 50K
- US: Stocks lifted by jobs data
- US: Expect 2 rate cuts in 2026
- Oil: Supply disruption in Iran & Venezuela
- Gold: Break above $5K in 2026
- Crypto: ETF's & Institutional investors
- KE: Q3/25 GDP grew @ 4.9%
- KE: Dec inflation @ 4.5%
- CBK: USD/KES @ 128.99
- CBK: KESONIA @ 8.97%
- TBILL: 91-day rate @ 7.72%
- TOP: New Tax on US remittances
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A special episode of The Market Colour Podcast.
An annual review of the financial markets in 2025.
Snapshot of 2025: The year of Trump tariffs, the AI trade & stocks, the easing of monetary policy and Kenya's escalating national debt, plus much more.
Wishing you a Happy New Year.
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week #52 of 2025;
- US: Q3 GDP grew @ 4.3%
- US: 2026: Growth vs. rate cuts?
- OIL: YTD down 20% on supply glut
- Silver: YTD up 167% @ $77
- Gold: YTD up 70% @ $4,500
- CBK: USD/KES fixed @ 129
- CBK: FX reserves @ $12.16B
- CBK: KESONIA @ 9.01%
- TBILL: 91-day rate @ 7.72%
- NSE: Trade shares on Mpesa
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week #51 of 2025;
- US: Nov nonfarm payrolls @ 64K
- US: Nov CPI inflation @ 2.7%
- UK: Nov inflation @ 3.2%
- BOE: Cuts 25 bps to 3.75%
- ECB: Holds policy rate @ 2%
- BOJ: Raises 25 bps to 0.75%
- Silver: YTD 132% @ $67
- Gold: YTD 65% @ $4,346
- CBK: USD/KES @ 128.94
- CBK: Forex Reserves @ $12.13B
- CBK: Nov Remittance @ $388m
- TBILL: 91-day rate @ 7.77%
- CMA: Queries Diageo sale & EABL bond
- KE: Debt @ Kes12.25 trillion = 64% GDP
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#50 of 2025;
- FED: Cuts 25 bps to 3.5%-3.75%
- FED: Caution on further rate cuts
- US: Rotation from AI to value stocks
- Silver: YTD up 112% @ $64 / oz.
- CBK: USD/KES @ 129.16
- TBILL: 91-day rate @ 7.77%
- Safaricom: Bond raises Kes 20B
- KPC: IPO for Kes 100B in Q1/2026
- CBK: Financial Inclusion Strategy
- MPC: Cuts CBR by 25 bps to 9%
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week #49 of 2025;
- US: Sep PCE inflation @ 2.8%
- US: ADP payrolls cut 32K jobs
- FED: 87% chance of rate cut
- EZ: Nov CPI inflation @ 2.2%
- Gold: Stable @ $4,212 /oz.
- Bitcoin: 4-year cycle & volatility
- KE: Nov inflation @ 4.5%
- CBK: USD/KES @ 129.41
- TBILL: 91-day rate @ 7.77%
- NSE: Family bank raises Kes 8B
- GOK: Sells 15% of Safaricom
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week #48 of 2025;
- US: Quiet week on econ data
- US: Stocks rally despite Tech pull back
- US: 85% chance for rate cut
- Gold: Up 3% to $4,192 / oz.
- CBK: USD/KES @ 129.86
- CBK: Forex @ $11.95 billion
- TBILL: 91-day rate @ 7.77%
- WB: Kenya 2025 GDP @ 4.9%
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#47 of 2025;
- US: Sep nonfarm @ 119K
- US: Oct CPI data cancelled
- CME: 70% for Dec rate cut
- JP: Stimulus package of $135B
- Gold: Stable @ $4,065/oz.
- Bitcoin: Freefalling @ $80K
- CBK: USD/KES dips @ 129.96
- TBILL: 91-day rate @ 7.78%
- CMA: Safcom bond @ Kes 40B
- Zenith: To buy Paramount
- CBK: Liquidity ratio @ 60%
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#46 of 2025;
- US: Government Reopens
- FED: 50% chance Dec rate cut
- China: Economy slows down
- UK: Q3 GDP grew @ 0.1%
- US: AI trade vs. tech valuations
- Gold: Steady @ $4,095/oz.
- Bitcoin: Falls below $95,000
- CBK: USD/KES @ 129.25
- TBILL: 91-day rate @ 7.78%
- OCT: Forex Remit @ $438M
- KE: Inadequate capacity = Debt
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Highlights: Week#45 of 2025;
- US: Oct ADP report +42,000 jobs
- UK: BOE holds policy @ 4%
- EZ: Oct inflation dips @ 2.1%
- Gold: Support @ $4,000/oz.
- Bitcoin: Brief break below $100K
- CBK: USD/KES @ 129.23
- TBILL: 91 & 182-day @ 7.79%
- CBK: FX reserves @ $12B
- CBK: Debt @ Kes 12 trillion
- IMF: Concern USD/KES stability
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Highlights: Week#44 of 2025;
- FED: Cuts 25bps @ 3.75%-4%
- ECB: Holds policy rate @ 2%
- EZ: Q3 GDP grew @ 0.2%
- Gold: YTD up 53% @ $4,000
- CBK: Oct inflation @ 4.6%
- CBK: USD/KES @ 129.24
- CBK: Kesonia @ 9.26%
- TBILL: 91-day rate @ 7.80%
- CBK: Debt @ Kes 11.9 trillion
- KE: Sovereign Wealth Fund
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Highlights: Week#43 of 2025;
- US: 3rd week Govt shutdown
- US: Sep CPI inflation @ 3%
- UK: Sep inflation @ 3.8%
- JP: Sep inflation @ 2.9%
- Gold: Down 3% @ $4,100
- CBK: USD/KES @ 129.24
- CBK: Forex @ $12.08B
- TBILL: 91-day @ 7.82%
- IMF: Sovereign-bank nexus
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Highlights: Week#42 of 2025;
- FED: To stop quantitative tightening
- UK: Aug GDP grew @ 0.1%
- US: Sell-off in banking stocks
- Gold: YTD up 64% @ $4,211/oz.
- Citi & Absa: Custody of crypto assets
- CBK: FX reserves @ $12.07 billion
- Diaspora: Sept remittance @ $419m
- CBK: 91-day @ 7.85% & Kesonia @ 9.23%
- NSE: Absa NewGold ETF @ Kes5,335
- KE: Debt swap from USD to Yuan
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Highlights: Week#41 of 2025;
- WB: 2025 China to grow @ 4.8%
- US: Trump post = stocks lose $2 trillion
- US: Yields dip on shift to safe haven assets
- Gold: Breaks above $4,000/oz.
- CBK: USD/KES flat @ 129.24
- CBK: Forex reserves @ $11.2B
- TBILL: 91-day rate @ 7.89%
- KE: Virtual Asset Service Providers Bill
- Crypto: Kenyans transacted Kes 426B
- CBK: MPC cuts 25 bps CBR @ 9.25%
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Highlights: Week#40 of 2025;
- US: Shutdown = data blackout
- US: Nonfarm postponed / ADP sheds 32K jobs
- EZ: Sep inflation rises to 2.2%
- OIL: Down 7% on OPEC supply
- Gold: YTD up 47% @ $3,896
- Bitcoin: Rises 12% @ $123K
- KE: Sep inflation @ 4.6%
- KE: Q2/25 GDP grew @ 5%
- CBK: USD/KES @ 129.24
- TBILL: 91-day rate @ 7.92%
- KE: Buyback $1B 2018 Eurobond
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#39 of 2025;
- US: Q2 GDP grew @ 3.8%
- US: PCE inflation @ 2.7%
- US: Stocks dip & bonds flat
- OIL: Brent crude @ $70
- Gold: Record high @ $3,790
- CBK: USD/KES @ 129.26
- TBILL: 91-day rate @ 7.91%
- CBK: KESONIA @ 9.48%
- KE: Pending bill = Public debt
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#38 of 2025;
- FED: Cuts 25 bps to 4%-4.25%
- UK: August inflation @ 3.8%
- US: Yields rise despite Fed cut
- Gold: New record @ $3,700
- CBK: USD/KES fixed @ 129.24
- CBK: KESONIA @ 9.50%
- TBILL: 91-day rate @ 7.94%
- CBK: Loan write-offs reduce
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Keeping you informed of the latest developments in the financial markets.
NB: You can ignore the markets, but the markets will not ignore you!
Highlights: Week#37 of 2025;
- US: Aug CPI inflation @ 2.9%
- ECB: Holds policy @ 2%
- US: Dow breaks above 46K
- US: 10-year bond @ 4.06%
- Gold: YTD +39% @ $3,648
- CBK: USD/KES fix @ 129.24
- Aug: Diaspora remits $426m
- TBILL: 91-day rate @ 7.97%
- KE: Reliant on domestic debt
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Keeping you informed with a weekly overview of the financial markets.
Highlights: Week#36 of 2025;
- US: August payrolls @ 22K
- EZ: August inflation @ 2.1%
- US: Fully priced in 25 bps cut
- Gold: YTD up 37% @ $3,596
- CBK: USD/KES fix @ 129.24
- CBK: KESONIA @ 9.48%
- TBILL: 91-day rate @ 7.98%
- NSE: Aug net inflow Kes1.6B
- NSE: Gold ETF up 35% YTD
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Highlights: Week#35 of 2025;
- US: July PCE inflation @ 2.9%
- US: Trump tariffs are illegal
- NOR: SWF exits 5 Israeli banks
- Gold: Up 4.8% @ $3,447/oz.
- KE: Aug inflation @ 4.5%
- CBK: USD/KES "fixed" @ 129.24
- TBILL: 91-day rate @ 7.99%
- CBK: Debt @ Kes 11.8 trillion
- CBK: Risk Based Credit Pricing Model
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Highlights: Week#34 of 2025;
- FED: Signals rate cut in Sept
- FED: Minutes show divergence
- UK: July inflation up @ 3.8%
- US: Stocks rally as yields fall
- Gold: Rose 1% @ $3,373/oz.
- Bitcoin: Spiked to $117,000
- CBK: USD/KES "fixed" @ 129.24
- TBILL: 91-day rate @ 8.0%
- NSE: Gains by Kes 1 trillion
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#33 of 2025;
- US: July CPI inflation @ 2.7%
- JP: Q2 GDP grew @ 0.3%
- UK: Q2 GDP grew @ 0.3%
- Gold: Dips 1.8% @ $3,336
- CBK: USD/KES @ 129.24
- CBK: July Diaspora remits $410m
- TBILL: 91-day rate @ 8.01%
- CBK: Bond auction bids Kes323B
- CBK: MPC cuts CBR to 9.50%
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Highlights: Week#32 of 2025;
- BOE: Cuts rate 25 bps to 4%
- US: Good week for stocks
- US: Yields rise due to tariffs
- Gold: Dips on 39% Swiss tariff
- Bitcoin: The 4-year cycle
- CBK: USD/KES flat @ 129.24
- CBK: Forex @ $10.89 billion
- TBILL: 91-day rate @ 8.07%
- CBK: Retail Bond System
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#31 of 2025;
- FED: Holds rate @ 4.25%-4.5%
- US: Nonfarm payrolls @ 73K
- EZ: July inflation @ 2%
- Gold: Up on safe-haven demand
- BTC: Slid on risk-off sentiment
- KE: July inflation @ 4.1%
- CBK: USD/KES @ 129.24
- TBILL: 91-day rate @ 8.11%
- TOP: Talanta Stadium bond
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Highlights: Week#30 of 2025;
- Tariffs: Japan done/focus on EU
- ECB: Holds policy rate @ 2%
- US: Tokenization of MM funds
- CRP: Ether outperforms BTC
- CBK: USD/KES @ 129.26
- TBILL: 91-day rate @ 8.11%
- CBK: Reopens 2 IFB's for 90B
- KE: Access to external funding
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#29 of 2025;
- US: June CPI inflation @ 2.7%
- UK: June inflation @ 3.6%
- CH: Q2 GDP grew @ 5.2%
- US: 15-20% tariff on EU
- CRP: Ether up 18% @ $3,500
- CBK: USD/KES @ 129.24
- TBILL: 91-day rate @ 8.12%
- KE: Debt @ Kes 11.5 trillion
- NSE: Lists 1st equity ETF
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Highlights: Week#28 of 2025;
- US: 35% tariff on Canada
- FED: Minutes of June meeting
- US: Stocks decline due to tariffs
- Gold: Safe haven push to $3,372
- Bitcoin: New record high @ $118K
- CBK: USD/KES @ 129.24
- CBK: June remittance @ $423m
- TBILL: 91-day rate @ 8.14%
- KE: Foreign debt repayments
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Keeping you informed of the latest developments in the global financial markets.
Highlights: Week#27 of 2025;
- WB: 2025 global growth @ 2.3%
- US: June nonfarm payrolls @ 147K
- FED: Rate cuts held by tariffs
- EZ: June inflation @ 2%
- KE: Q1/25 GDP @ 4.9%
- KE: June inflation @ 3.8%
- CBK: USD/KES @ 129.24
- TBILL: 91-day rate @ 8.14%
- UN: Kenya debt service cost
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#26 of 2025;
- US: May PCE inflation @ 2.3%
- FED: Proposes to ease capital rules
- Oil: Fell by 12% to btw $65-$67
- Gold: Dips by 3% to $3,277
- CBK: USD/KES @ 129.29
- CBK: FX reserves @ $10.8B
- TBILL: 91-day rate @ 8.13%
- KE: Domestic borrowing program
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Highlights: Week#25 of 2025;
- US: Launches attack on Iran
- FED: Holds rate @ 4.25%-4.5%
- BOE: Holds rate @ 4.25%
- SNB: Cuts 25 bps to 0%
- Oil: Expected to test $80/barrel
- Gold: Expected to test $3,500/oz.
- CBK: USD/KES @ 129.28
- CBK: May remittance @ $440m
- TBILL: 91-day rate @ 8.16%
- CBK: Reduced demand for loans
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Highlights: Week#24 of 2025;
- US: May CPI inflation @ 2.4%
- CH: Exports to US decline 34%
- CH: Removes tariffs on African exports
- US: Markets tumble as Israel attacks Iran
- Oil: Rose $5/barrel on supply concerns
- Gold: Rose 4% on flight to safety
- CBK: MPC cuts 25 bps to 9.75%
- CBK: USD/KES @ 129.24
- TBILL: 91-day rate @ 8.17%
- KE: Budget review FY2025/26
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Highlights: Week#23 of 2025;
- US: May nonfarm payrolls @ 139K
- OECD: US growth @ 1.6% in 2025
- US: Crack in the bond market?
- EZ: May inflation cool @ 1.9%
- ECB: Cuts 25 bps now @ 2%
- Gold: Stable @ $3,316 / oz.
- CBK: USD/KES @ 129.22
- TBILL: 91-day rate @ 8.28%
- CBK: Banks ready to offer crypto
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#22 of 2025;
- US: April PCE inflation @ 2.1%
- US: May: Good month for stocks
- US: Court pauses ruling on reciprocal tariffs
- Gold: Dips 2% to $3,293 / oz.
- Bitcoin: Strategic balance sheet asset?
- KNBS: May inflation @ 3.8%
- CBK: USD/KES @ 129.26
- TBILL: 91-day rate @ 8.29%
- CBK: Debt @ Kes 11.3 trillion
- WB: Public Finance Review for Kenya
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Keeping you informed of the latest developments in the global financial markets.
Highlights: Week#21 of 2025;
- Tariffs: 50% on EU & 25% on Apple
- JP: April inflation @ 3.5%
- UK: April inflation @ 3.5%
- DE: Q1-2025 GDP @ 0.4%
- Gold: Rose 5% to $3,362/oz.
- Bitcoin: Hit new high @ $112K
- CBK: USD/KES @ 129.23
- TBILL: 91-day rate @ 8.32%
- Coming soon: Crypto ETF @ NSE
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#20 of 2025;
- US-China: Suspend tariffs for 90-days
- US: April CPI inflation @ 2.3%
- US: Credit rating downgraded
- Gold: Price fell 4% to $3,188 / oz.
- Coinbase: Now in the S&P 500 index
- CBK: USD/KES @ 129.25
- CBK: FX reserves @ $10.16B
- TBILL: 91-day rate @ 8.36%
- KE: April diaspora remit @ $423m
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#19 of 2025;
- US: FED holds @ 4.25%-4.5%
- UK: BOE cuts 25bps to 4.25%
- US and UK sign a trade deal
- CH: Exports up despite tariffs
- Gold: Up 3% @ $3,340 /oz.
- Bitcoin: Up 6% @ $103K
- CBK: USD/KES @ 129.27
- TBILL: 91-day rate @ 8.38%
- NSE: Safcom PAT @ Kes46B
- KE: 2024 GDP grew @ 4.7%
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#18 of 2025;
- US: April nonfarm payrolls @ 177K
- US: March PCE inflation @ 2.3%
- US: Q1 GDP contracted by 0.3%
- Euro: Q1 GDP grew @ 0.4%
- Euro: April inflation @ 2.2%
- CBK: USD/KES @ 129.34
- TBILL: 91-day rate @ 8.40%
- IMF: Conditions for new funding
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Keeping you informed of the latest developments in the global financial markets.
Highlights: Week#17 of 2025;
- USD: Losing safe haven status?
- US-China: No trade talks yet
- Oil: Price falls due to oversupply
- Gold: Dips 1% to $3,290 / oz.
- Bitcoin: Rebounds to $94K
- CBK: USD/KES @ 129.54
- TBILL: 91-day rate @ 8.44%
- CBK: Review credit pricing model
- IMF: World Economic Outlook
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#16 of 2025;
- FED: Balance inflation & employment
- US: Trump calls for lower rates
- China: Q1/25 GDP grew @ 5.4%
- EZ: ECB cuts 25 bps to 2.25%
- UK: March inflation @ 2.6%
- JP: March inflation @ 3.6%
- Gold: Gained 3% to $3,326
- CBK: USD/KES @ 129.79
- TBILL: 91-day rate @ 8.46%
- KE: Reduction in interest rates
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Keeping you informed of the latest developments in the financial markets.
Highlights: Week#15 of 2025;
- US: March CPI inflation dips to 2.4%
- Tariffs: US @ 145% vs. China @ 125%
- US: Yields rise as investors dump Treasuries
- Gold: Up 6% @ $3,235 per oz.
- CBK: USD/KES @ 129.67
- CBK: March remittance @ $423m
- TBILL: 91-day rate @ 8.50%
- CBK: MPC cuts CBR to 10%
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A weekly overview of the global financial markets.
Highlights: Week#14 of 2025;
- US: Stocks plummet due to tariffs
- US: March nonfarm payrolls @ 228K
- US: Q1/25 GDP projected @ 0.3%
- EZ: March inflation dips to 2.2%
- Gold: Falls 3% to $3,024 / oz.
- CBK: USD/KES @ 129.25
- TBILL: 91-day rate @ 8.62%
- CBK: MPC meet on 8th April
- KE: To import 5m bags of maize
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A weekly overview of the global financial markets.
Highlights: Week#13 of 2025;
- US: Feb PCE inflation @ 2.8%
- US: Consumer confidence at 10-year low
- US: 25% tariff on imported cars
- UK: Feb CPI inflation @ 2.8%
- Gold: Another record @ $3,086
- Bitcoin: Down 3% @ $83,000
- CBK: USD/KES @ 129.37
- TBILL: 91-day rate @ 8.79%
- KE: Requests new IMF program
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A weekly overview of the global financial markets.
Highlights: Week#13 of 2025;
- US: Feb PCE inflation @ 2.8%
- US: Consumer confidence at 10-year low
- US: 25% tariff on imported cars
- UK: Feb CPI inflation @ 2.8%
- Gold: Another record @ $3,086
- Bitcoin: Down 3% @ $83,000
- CBK: USD/KES @ 129.37
- TBILL: 91-day rate @ 8.79%
- KE: Requests new IMF program
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A weekly overview of the global financial markets.
Highlights: Week#12 of 2025;
- OECD: Global growth @ 3.1%
- FED: Holds & projects 2 rate cuts
- BOE: Holds policy rate @ 4.5%
- BOJ: Holds policy rate @ 0.5%
- Gold: Hits new high @ $3,057
- CBK: USD/KES @ 129.38
- TBILL: 91-day rate @ 8.84%
- KE: Forex up $913m @ $10B
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A weekly overview of the global financial markets.
Highlights: Week#11 of 2025;
- US: Feb CPI inflation @ 2.8%
- US: Dalio warns about US debt
- Gold: Breaks above $3,000/oz.
- Bitcoin: Recovers above $84K
- CBK: USD/KES @ 129.43
- CBK: Feb FX Remit @ $382m
- TBILL: 91-day rate @ 8.91%
- NSE: Absa MSCI - ETF
- KE: Dollar funds @ Kes 42B
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A weekly overview of the global financial markets.
Highlights: Week#10 of 2025;
- US: Feb nonfarm payrolls @ 151K
- EZ: Feb inflation dips to 2.4%
- ECB: Cuts 25 bps to 2.50%
- Gold: Gains 1.7% to $2,906/oz.
- US: Creates Bitcoin Reserve
- CBK: USD/KES @ 129.23
- TBILL: 91-day rate @ 8.92%
- CBK: Debt @ Kes 10.9 trillion
- TOP: Money Market Funds
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A weekly overview of the global financial markets.
Highlights: Week#09 of 2025;
- US: Jan PCE inflation @ 2.5%
- US: Tariffs kick-in 4th March
- US: Q1 data points to -ve GDP
- Gold: Lost 3% to $2,846 / oz.
- Bitcoin: Down 11% @ $84K
- KE: Feb inflation up @ 3.5%
- CBK: USD/KES @ 129.31
- TBILL: 91-day rate @ 8.93%
- KE: Back to the Eurobond
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A weekly overview of the global financial markets.
Highlights: Week#08 of 2025;
- UK: Jan inflation @ 3%
- JP: Jan inflation @ 4%
- US: Dow lost 748 points
- Gold: New high @ $2,954
- Crypto: Bybit hacked $1.5B
- CBK: USD/KES @ 129.45
- TBILL: 91-day @ 8.94%
- TOP: Transmission of CB-Rate
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A weekly update of the global financial markets.
Highlights: Week#07 of 2025;
- US: Jan CPI inflation @ 3%
- UK: Q4/24 GDP grew @ 0.1%
- US: Clarity on reciprocal tariffs
- Gold: New record @ $2,942/oz.
- Bitcoin: Consolidates @ $97K
- CBK: USD/KES @ 129.21
- TBILL: 91-day rate @ 8.96%
- CBK: Jan FX remits @ $427m
- CBK: FX set to rise by $1.45B
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A weekly overview of the global financial markets.
Highlights: Week#06 of 2025;
- US: Jan nonfarm @ 143K
- FED: Tariffs = higher rates
- EZ: Jan inflation @ 2.5%
- UK: BoE cut 25bps to 4.5%
- Gold: Safe-haven @ $2,862
- Bitcoin: Tumbles to $95K
- CBK: USD/KES @ 129.19
- TBILL: 91-day @ 9.11%
- MPC: CBR @ 10.75% & CRR @ 3.25%
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A weekly overview of the global financial markets.
Highlights: Week#05 of 2025;
- US: Tariffs on MEX, CAN & CHN
- DeepSeek: Shocks AI industry
- FED: Leaves rates unchanged
- US: Dec PCE inflation @ 2.6%
- ECB: Cuts 25bps to 2.75%
- Gold: Breaks above $2,800
- CBK: USD/KES @ 129.25
- TBILL: 91-day rate @ 9.52%
- KE: Outlook revised to positive
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A weekly overview of the global markets.
Highlights: Week#04 of 2025;
IMF: Jan.25: World Econ Outlook
Trump: Demands lower rates
Gold: Up 2.9% @ $2,773 / oz.
Bitcoin: Hovering about $105K
CBK: USD/KES @ 129.28
TBILL: 91-day rate @ 9.52%
CBK: Raise Kes 70B via IFB's
TBILL: Treasury versus CBK
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A weekly overview of the global financial markets.
Highlights: Week#03 of 2025;
US: Dec CPI inflation @ 2.9%
UK: Dec CPI inflation @ 2.5%
CH: Q4 GDP grew @ 5.4%
SOL: Up 23% on Trump meme-coin
CBK: USD/KES @ 129.54
TBILL: 91-day rate @ 9.56%
2024: Remit @ $4.94 billion
IMF: Adoption of Crypto in Kenya
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A weekly update of the global financial markets.
Highlights: Week#02 of 2025;
US: Dec Nonfarm @ 256K
FED: Move slow on rate cuts
EZ: Dec inflation @ 2.4%
UK: Borrowing cost at 30-yr high
KE: Q3/24 Econ grew @ 4%
CBK: USD/KES @ 129.47
TBILL: 91-day rate @ 9.59%
KE: Issues draft crypto policy
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A weekly overview of the global financial markets.
Highlights: Week#01 of 2025;
WB: Global growth @ 2.6%
WB: Sub-Saharan growth @ 3%
Wall Street: Rate cuts and AI
FED: Two rate cuts in 2025
BTC: Broke > $100K in 2024
KEN: Dec inflation @ 3.0%
CBK: USD/KES @ 129.31
TBILL: 91-day @ 9.82%
KEN: Econ outlook for 2025
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A weekly overview of the global markets.
Highlights: Week#52 of 2024;
WB: China's growth in 2024/5
US: Positive week for stocks
Gold: YTD up 28% @ $2,615
US: Bitcoin reserve is unlikely
CBK: USD/KES @ 129.30
T-BILL: 91-day rate @ 9.89%
KE: Debt @ Kes 10.79 trillion
TOP: US dollars on M-Pesa?
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A weekly overview of the global markets.
Highlights: Week#51 of 2024;
FED: Cuts policy rate by 0.25%
US: Nov PCE inflation @ 2.4%
BOE: Holds policy rate @ 4.75%
UK: Nov inflation @ 2.6%
Dow: Suffers longest losing streak
Bitcoin: Price falls below $97K
CBK: USD/KES @ 129.29
TBILL: 91-day @ 9.95%
TOP: Higher capital for banks
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A weekly overview of the global markets.
Highlights: Week#50 of 2024;
US: Nov CPI inflation @ 2.7%
ECB: Cuts 25bps now @ 3%
Gold: Up 0.8% @ $2,652/oz.
CBK: USD/KES @ 129.31
CBK: FX reserves @ $9.02B
TBILL: 91-day @ 10.03%
Coffee: 50-yr high @ $3.48
KEN: Disclose National Debt
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A weekly overview of the global markets.
Highlights: Week#49 of 2024;
US: Nonfarm payrolls @ 227K
FED: 85% chance for 25bps cut
Gold: Flat @ $2,632 per oz.
Bitcoin: Breaks above $100K
CBK: USD/KES @ 129.33
TBILL: 91-day @ 10.45%
CBK: Cuts CBR to 11.25%
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A weekly overview of the global markets.
Highlights: Week#48 of 2024;
US: Oct inflation @ 2.3%
EZ: Nov inflation @ 2.3%
Gold: Dips 2% to $2,660
Bitcoin: Just shy of $100K
CBK: USD/KES @ 129.64
TBILL: 91-day @ 11.25%
Coinbase visits Nairobi
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A weekly overview of the global financial markets.
Highlights: Week#47 of 2024;
COP29: Annual target $300B
UK: Oct inflation up to 2.3%
EUR/USD: Parity in 2025?
Gold: Rose 6% to $2,700/oz.
Bitcoin: Breaks above $99K
CBK: USD/KES @ 129.52
TBILL: 91-day @ 12.03%
CBK: Debt @ Kes 10.8 trillion
TOP: Budget Review for 2025
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A weekly overview of the financial markets.
Highlights: Week#46 of 2024;
US: Oct CPI inflation @ 2.6%
FED: "Not in a hurry" to cut rates
Gold: Fell 4% to $2,562 / oz.
Bitcoin: Record high @ $93K
CBK: USD/KES @ 129.35
TBILL: 91-day @ 12.79%
Diaspora: Oct remit @ $437M
TOP: Public debt report
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A weekly update of the financial markets.
Highlights: Week#45 of 2024;
US: Fed cuts rates by 25 bps
UK: BOE cuts rates by 25 bps
US: Dow trades above 44K
CRP: Bitcoin hits high @ $80K
CBK: USD/KES @ 129.21
CBK: FX reserves @ $9.3B
TBILL: 91-day @ 13.44%
PBO: Cautions GOK on new taxes
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A weekly overview of the financial markets.
Highlights: Week#44 of 2024;
US: Nonfarm payrolls @ 12K
US: PCE inflation @ 2.1%
US: Q3 econ grew @ 2.8%
EZ: Q3 econ grew @ 0.4%
Gold: Spot @ $2,736 / oz.
CBK: USD/KES @ 129.20
TBILL: 91-day @ 13.96%
KEN: IMF approves $606m
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A weekly overview of the financial markets.
Highlights: Week#43 of 2024;
IMF: World Economic Outlook
US: Inflation update report
PBOC: Cuts rates by 25 bps
OIL: Brent up 2% @ $76/barrel
Gold: New record @ $2,758
CBK: USD/KES still @ 129.20?
TBILL: 91-day rate @ 14.43%
CMA: Approves HF rights issue
TOP: Currency printing tender
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A weekly update of the global financial markets.
Highlights: Week#42 of 2024;
ECB: 3rd rate cut to 3.25%
UK: Sep inflation falls to 1.7%
US: Budget deficit @ $1.8 trillion
Russia: Hosts BRICS summit
Gold @ $2,720 per ounce
CBK: USD/KES @ 129.20
TBILL: 91-day rate @ 14.76%
KE: Debt management plan
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A weekly overview of the financial markets.
Highlights: Week#41 of 2024;
US: Sep CPI inflation @ 2.4%
US: 10-year Treasury @ 4.1%
OIL: Brent up 1% @ $79
Gold: Rose 1% to $2,656
CBK: USD/KES flat @ 129.19
TBILL: 91-day rate @ 14.99%
CBK: MPC cuts CBR to 12%
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A weekly update of the financial markets.
Highlights: Week#40 of 2024;
US: Nonfarm payrolls @ 254K
Euro: Sep inflation @ 1.8%
UK: Q2 Econ grew @ 0.5%
KE: Sep inflation @ 3.6%
KE: Q2 Econ grew @ 4.6%
CBK: USD/KES @ 129.19
TBILL: 91-day @ 15.68%
TOP: Diversion of borrowed funds
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A weekly update of the financial markets.
Highlights: Week#39 of 2024;
US: PCE inflation dips to 2.2%
PBOC: Cuts bank ratio by 50bps
Dow: Hits all time high >42K
Gold: Hits historic high @ $2,685
CBK: USD/KES @ 129.19
TBILL: 91-day rate @ 15.71%
National debt @ Kes 10.5 trillion
Rising debt = financial constraints
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A weekly update of the financial markets.
Highlights: Week#38 of 2024;
US: Fed cuts rates by 50 bps
UK: BOE holds rates steady
Gold: Breaks above $2,600
Bitcoin: Up by 5% @ $63K
CBK: USD/KES @ 129.20
TBILL: 91-day @ 15.74%
CBK: Aug Remit @ $427M
IMF: Delays Kenya funding
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A weekly update of the financial markets.
Highlights: Week#37 of 2024;
ECB: Delivers 2nd rate cut
US: Aug CPI inflation @ 2.5%
UK: July GDP growth flat @ 0%
Gold: Higher @ $2,582 / ounce
CBK: USD/KES @ 129.18
TBILL: 91-day rate @ 15.75%
TOP: Focus on Ethiopia
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A weekly update of the financial markets.
Highlights: Week#36 of 2024;
US: Aug nonfarm payrolls @ 142K
US: Tech stocks take a tumble
FED: 57% chance for 25bps cut
Bitcoin: Lowest since Feb @ $54K
CBK: USD/KES @ 129.19
TBILL: 91-day rate @ 15.76%
WB/IMF: Reckless lending to Kenya
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A weekly update of the financial markets.
Highlights: Week#35 of 2024;
US: July PCE inflation @ 2.5%
EUR: Aug inflation (3-yr low) @ 2.2%
US: Berkshire's cap hits $1 trillion
Bitcoin: Down 6% @ $59,400
KE: Aug inflation up @ 4.4%
CBK: USD/KES @ 129.04
TBILL: 91-day rate @ 15.78%
CBK: "illegal" NSSF bond trades
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A weekly update of the financial markets.
Highlights: Week#34 of 2024;
FED: "It's time to adjust policy"
US: Nonfarm revised lower 818K
US: 10-year dips 6 bps to 3.8%
CBK: USD/KES @ 129.08
TBILL: 91-day rate @ 15.79%
TOP: Alipay to launch in Kenya
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A weekly update of the financial markets, with a special focus on Kenya.
Highlights: Week#33 of 2024;
US: July CPI inflation @ 2.9%
UK: July CPI inflation @ 2.2%
UK: Q2 GDP grew @ 0.6%
Gold: All-time high @ $2500
July: Diaspora remit @ $414m
CBK: USD/KES @ 129.20
TBILL: 91-day @ 15.80%
TOP: GOK borrowing program
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A weekly update of the financial markets.
Highlights: Week#32 of 2024;
US: Jobless claims lower @ 233K
Stocks: Massive sell-off on Monday
FED: 25 or 50 bps rate cut?
AU: Spot gold @ $2,422/ounce
Crypto: Bitcoin down 5% @ $60K
CBK: USD/KES @ 129.41
TBILL: 91-day rate @ 15.81%
CBK: MPC cuts CBR to 12.75%
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A weekly update of the financial markets.
Highlights: Week#31 of 2024;
FED: Holds policy rate steady
US: Nonfarm payrolls @ 114K
BOE: Cuts by 25bps to 5%
BOJ: Raises rate to 0.25%
KE: July inflation @ 4.3%
CBK: USD/KES @ 129.15
TBILL: 91-day @ 15.98%
TOP: Fin Act 2023 null & void
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#30 of 2024;
US: June PCE inflation @ 2.5%
US: Q2/24 GDP grew @ 2.8%
Gold: Rose 1% @ $2,388/ounce
Bitcoin: Shot up 5% @ $67,800
CBK: USD/KES @ 132
TBILL: 91-day rate @ 16%
KE: Debt @ Kes 10.4 trillion
KE: Borrowing target increased
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#29 of 2024;
IMF: Global growth @ 3.2%
ECB: Holds rate @ 3.75%
UK: June inflation @ 2%
CH: Q2 GDP grew @ 4.7%
Bitcoin: Up 15% @ $66K
CBK: USD/KES @ 130
TBILL: 91-day @ 16.02%
CBK: Diaspora remit @ $371M
KE: New Eurobond in 2026
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#28 of 2024;
US: June CPI inflation @ 3%
UK: May GDP grew @ 0.4%
US: Dow breaks above 40K
Crypto: YTD $1.38B stolen!
CBK: USD/KES @ 128.98
TBILL: 91-day rate @ 15.99%
KE: Credit rating downgraded
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#27 of 2024;
Euro: June inflation @ 2.5%
US: June nonfarm @ 206K
Crypto: Plunge sheds $170B
KE: Q1/2024 GDP grew @ 5%
CBK: USD/KES @ 128.71
TBILL: 91-day @ 15.98%
KE: Manuf. grew @ 1.3%
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#26 of 2024;
US: May PCE inflation @ 2.6%
Gold @ $2,324 per ounce
Bitcoin @ $61,000 per coin
KE: June inflation @ 4.6%
CBK: USD/KES @ 129.15
CBK: Debt @ Kes 10.4 trillion
TOP: 2014 Eurobond settled
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#25 of 2024;
UK: May inflation @ 2%
BOE: Holds rate @ 5.25%
Gold @ $2,319 per ounce
CBK: USD/KES @ 128.65
CBK: FX Reserves @ $8.32B
TBILL: 91-day @ 15.97%
KEN: FDI @ $1.5 billion
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#24 of 2024;
FED: Signals one rate cut
US: CPI inflation @ 3.3%
UK: April GDP @ 0%
CBK: USD/KES @ 128.46
CBK: May remit @ $404M
TBILL: 91-day @ 15.97%
TOP: Budget for 2024/25
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#23 of 2024;
US: May Nonfarm @ 272K
EZ: ECB cuts rate to 3.75%
Gold: Down 4% @ $2,305
CBK: USD/KES @ 130.72
TBILL: 91-day @ 15.96%
KE: Debt @ Kes 10.4 trillion
TOP: MPC holds CBR @ 13%
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A weekly overview & update of the financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#22 of 2024;
US: April PCE inflation @ 2.8%
EZ: May inflation @ 2.6%
JP: Spent $62B on intervention
Crypto: Bitcoin ETF @ $12B
CBK: USD/KES @ 130.23
TBILL: 91-day @ 15.95%
TOP: Budget Transparency?
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A weekly update of the financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#21 of 2024;
FED: Min of policy meeting
UK: April inflation @ 2.3%
Gold @ $2,332 per ounce
Crypto: ETF for Ether
CBK: USD/KES @ 131.36
TBILL: 91-day @ 15.94%
KEN: Econ grew @ 5.6%
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#20 of 2024;
US: April inflation @ 3.4%
US: Dow now above 40,000
Gold @ $2,407 per ounce
CBK: USD/KES @ 130.48
TBILL: 91-day @ 15.93%
TOP: Loan defaults in Kenya
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A weekly update of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#19 of 2024;
BOE: Holds rate @ 5.25%
UK: Q1 GDP grew @ 0.6%
Gold @ $2,369 per ounce
CBK: USD/KES @ 131.25
CBK: Diaspora remit @ $397m
TBILL: 91-day @ 15.90%
Safcom: Net profit @ 63 billion!
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#18 of 2024;
US: April nonfarm @ 175K
FED: Holds rates @ 5.50%
Eurozone: Inflation @ 2.4%
KEN: April inflation @ 5%
CBK: USD/KES @ 133.20
TBILL: 91-day @ 15.86%
Debt: 5 trillion over 5 years
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#17 of 2024;
US: Q1 GDP grew @ 1.6%
US: PCE inflation @ 2.8%
OIL: Brent up 2.5% @ $89
Gold @ $2,339 per ounce
CBK: USD/KES @ 133.16
TBILL: 91-day rate @ 15.82%
TOP: Parastatals & Wage bill
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#16 of 2024;
China: Q1 GDP grew @ 5.3%
UK: March inflation @ 3.2%
Japan: March inflation @ 2.7%
Bitcoin: Undergoes 4th halving
CBK: USD/KES @ 131.37
TBILL: 91-day @ 15.80%
Bank: Cost of Deposits
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A weekly update of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#15 of 2024;
ECB: Holds & signals rate cut
US: March CPI inflation @ 3.5%
China: Outlook downgraded
Gold: Hits record @ $2,419
CBK: USD/KES @ 130.39
TBILL: 91-day down @ 15.73%
Diaspora: Remit @ $407M
Kenya @ risk of debt distress
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#14 of 2024;
US: March nonfarm payrolls @ 303K
Euro: March inflation @ 2.4%
Gold: Hit record high @ $2,330
CBK: MPC holds CBR @ 13%
CBK: USD/KES @ 131.17
TOP: Debt-to-Revenue @ 84%
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#13 of 2024;
US: Q4 GDP revised up to 3.4%
US: Feb PCE inflation @ 2.8%
JP: USD/JPY hits 34-year low
GOLD: Hits record high @ $2,225
CBK: USD/KES @ 131.80
TBILL: 91-day @ 16.72%
TOP: NSE trading activity
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#12 of 2024;
FED: Holds rate & signals rate cuts
BOE: Holds rate @ 5.25%
UK: Feb inflation lower @ 3.4%
BOJ: Raises rate to +0.1%
CBK: USD/KES @ 133.07
KCB: Sells NBK to Access Bank
TOP: Kenya's debt repayments
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#11 of 2024;
US: Feb CPI inflation @ 3.2%
UK: Jan GDP grew @ 0.2%
Bitcoin: Drops 7% to $68K
CBK: USD/KES @ 137.49
FEB: Diaspora remit @ $385M
NSE: Safcom dominates trading
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#10 of 2024;
US: Nonfarm payrolls @ 275K
FED: Rate cuts not too far!
ECB: Signals June rate cut
Bitcoin: Breaks above $70K
KE: USD/KES @ 142.07
TBILL: 91-day @ 16.65%
TOP: Banks tighten credit
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#09 of 2024;
US: Jan PCE inflation @ 2.8%
EZ: Feb inflation @ 2.6%
Gold @ $2,086 per ounce
Bitcoin hits high @ $64K
KE: Feb inflation @ 6.3%
CBK: USD/KES @ 143.59
TOP: Cash outside Banks
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#08 of 2024;
Minutes: Fed policy meeting
S&P 500 hits record high
Gold @ $2,036 per ounce
USD/KES @ 144.15
KE: Forex @ $7.22 billion
KE: Debt @ Kes11.25 trillion
TOP: Kenya on the Grey List
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#07 of 2024;
US: Jan inflation @ 3.1%
UK: Jan inflation @ 4%
UK: Q4 Economy in Recession
KE: USD/KES @ 145.85
Diaspora Remit Jan @ $412M
KE: 8.5-yr IFB @ 18.46%
KE: 7-yr Eurobond raises $1.5B
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A weekly update of the global financial markets;
including a special focus of the Kenyan markets.
Highlights: Week#06 of 2023;
US: Dec inflation revised lower
US: S&P breaks above 5K
Bitcoin up 10% above $48K
MPC: Raises CBR to 13%
KE: Debt @ Kes 11 Trillion
KE: Returns to Eurobond mkt.
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#05 of 2024;
Fed: March rate cut unlikely
US: Nonfarm payrolls @ 353K
EZ: Q4 GDP flat @ 0%
BOE: Maintains rate @ 5.25%
KE: Jan inflation @ 6.9%
CBK: FX Reserves @ $7.13B
TOP: NPL's in Manuf. sector
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#04 of 2024;
US: Q4 GDP grew @ 3.3%
US: Dec PCE inflation @ 2.9%
ECB: Holds rate steady @ 4%
USD/KES @ 161 - 166
TBILL: 91-day @ 16.29%
CBK: 8.5yr IF Bond for 70 billion
TOP: Banks access Discount Window
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A weekly update of the global financial markets;
including a special focus of the Kenyan markets.
Highlights: Week#03 of 2024;
Davos: World Economic Forum
US: Dec Retail sales up 0.6%
UK: Dec inflation up @ 4%
2023: Diaspora remit @ $4.19 billion
IMF: Approves $684 million
KE: G2G oil deal has failed
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#02 of 2024;
US: CPI inflation @ 3.4%
CH: 2023 exports fell 4.6%
CRP: Bitcoin ETF approved!
KE: USD @ 160 & GBP @ 204
TBILL: 91-day @ 16.14%
TOP: Higher rates = Bond losses
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#01 of 2024;
US: DEC payrolls up 216K
EZ: Euro inflation @ 2.9%
OIL: Brent crude @ $79
USD/KES @ 157 to 162
TBILL: 91-day @ 16.05%
CBK: New forex platform
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#52 of 2023;
US: 2023: Nasdaq up 43%
US: 10-year bond @ 3.86%
OIL: Down 10% @ $77
Gold: Up 13% @ $2,062
KE: Dec inflation @ 6.6%
KE: Q3/23 GDP @ 5.9%
CBK: Raise bank capital
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A weekly update of the global financial markets;
including a special focus on the Kenyan markets.
Highlights: Week#51 of 2023;
US: PCE inflation @ 3.2%
UK: CPI inflation @ 3.9%
UK: Q3/23 GDP @ -0.1%
KE: USD/KES @ 154 - 160
KE: Nov remit @ $355M
TOPIC: BPS for 2024/25
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A weekly update of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#50 of 2023;
FED: Holds rate + 3 cuts in 2024
BOE: Holds rate @ 5.25%
ECB: Holds rate @ 4%
KE: USD/KES @ 153 to 160
KE: 91-day T-bill @ 15.77%
WB: Dev countries paid $443B
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A weekly update of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#49 of 2023;
US: Nonfarm payrolls @ 199K
Gold: Dips back to $2,000
Crypto: Bitcoin @ $44K
CBK: USD/KES @ 153
T-Bill: 91-day @ 15.63%
MPC: Raises CBR to 12.50%
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#48 of 2023;
COP28 summit @ Dubai, UAE
US: OCT PCE inflation @ 3.5%
US: Q3/23 GDP @ 5.2%
EURO: NOV inflation @ 2.4%
KE: NOV inflation @ 6.8%
KE: Extends G2G fuel deal
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#47 of 2023;
CH: Spike in respiratory illness
FED: Policy to stay restrictive
OPEC: Fails to agree on production
CRP: Binance CEO pleads guilty
CBK: Tap sale for IF Bond
WB: $12B package for Kenya
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#46 of 2023;
US: Oct. inflation @ 3.2%
UK: Oct. inflation @ 4.6%
KE: Diaspora remit @ $355m
KE: Debt @ Kes 10.58 trillion
TOPIC: IMF approves $938m
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#45 of 2023;
FED: "Not confident" it has done enough!
Moody's: Downgrades US to negative
KE: USD/KES now @ 161
KE: 91-day T-bill @ 15.28%
KE: 6.5-year IFB @ 17.93%
TOPIC: Repay $2B Eurobond
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#44 of 2023;
FED: Holds rates @ 5.25%-5.5%
US: Nonfarm payrolls @ 150K
EZ: Inflation down @ 2.9%
BOE: Holds rates @ 5.25%
KE: USD/KES @ 160
TBILL: 91-day @ 15.18%
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#43 of 2023;
US: Q3-GDP grew @ 4.9%
US: PCE inflation @ 3.7%
ECB: Holds rates @ 4%
KE: USD/KES @ 159
TBILL: 91-day @ 15.11%
CBK: KES is overvalued?
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#42 of 2023;
UK: Sep inflation @ 6.7%
US: 10-year bond hits 5%
Crypto: Bitcoin touches $30K
KE: USD/KES @ 158
CBK: IF Bond for 6.5 years
GOK: Tap concessional loans
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A weekly podcast that provides you with a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#41 of 2023;
IMF: World Economic Outlook
US: Sep CPI inflation @ 3.7%
UK: Aug GDP @ 0.2%
KE: Debt @ 10.52 trillion
ABSA: Fin Markets Index
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A weekly podcast that provides you with a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#40 of 2023;
US: Sep nonfarm payrolls @ 336K
BOJ: Increases bond purchases
OIL: Brent fell 11% to $84/barrel
KE: Q2 economy grew @ 5.4%
CBK: MPC holds CBR @ 10.5%
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A weekly podcast that provides you with a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#39 of 2023;
US: Aug PCE inflation @ 3.9%
US: Govt shutdown averted
EZ: Sep inflation dips to 4.3%
OIL: Brent crude @ $95
KE: Sep inflation @ 6.8%
USD/KES @ 148 up to 154
KE: Focus on syndicated loans
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#38 of 2023;
US: FED put rates on hold
UK: Aug inflation dips to 6.7%
UK: BOE held rates steady
USD/KES @ 147 to 154
T-BILL: 91-day @ 14.78%
GOK: Reduces domestic borrowing
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#37 of 2023;
US: Aug inflation hotter @ 3.7%
ECB: Hikes to record high of 4%
UK: July GDP shrank by 0.5%
KE: Aug Diaspora remit @ $354M
KE: National debt above 10 Trillion
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#36 of 2023;
China: Decline imports & exports
US: 2-year note @ 4.993%
OIL: Brent crude @ $90.65
GOLD @ $1,920 per ounce
USD/KES @ 146 up to 153
KES: 91-day T-bill @ 14.23%
TOPIC: Africa Climate Summit
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#35 of 2023;
US: Nonfarm payrolls @ 187K
Euro zone: Aug inflation @ 5.3%
China: Factory activity shrinks
KE: Aug inflation @ 6.7%
KE: Debt @ Kes 9.92 trillion
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A weekly podcast that provides a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#34 of 2023;
FED: Remains vigilant vs. inflation
BRICS: Adds 6 new members
PBOC: Cuts 1-yr rate to 3.45%
Turkey: Hikes rates to 25%
T-Bill: 364-day rate @ 14.01%
GOK: Steps back from oil import deal
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A weekly podcast that provides our listeners with a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#33 of 2023;
UK: July inflation @ 6.8%
China: PBoC cuts rates to 2.5%
Russia: Hikes rates to 12%
Japan: Q2: Econ grew @ 6%
Argentina: Hikes rates to 118%(?)
KE: Diaspora remit @ $378M
CBK: Warns about Rate Caps
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A weekly podcast that provides you with a brief and concise overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#32 of 2023;
US: July CPI inflation @ 3.2%
UK: Q2/23: Econ grew @ 0.2%
China: July exports & imports plunge
KE: MPC holds CBR @ 10.50%
DhowCSD: Invest in T-bills & bonds
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenya markets.
Highlights: Week#31 of 2023;
Fitch: Downgrades US to AA+
US: July Non-farm @ 187K
UK: BOE raises rates to 5.25%
EZ: Q2/23: Econ grew @ 0.3%
CBK: Launches DhowCSD
Moody's: Buyback = Default?
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenya markets.
Highlights: Week#31 of 2023;
Fitch: Downgrades US to AA+
US: July non-farm payrolls @ 187K
UK: BOE raises rates to 5.25%
EZ: Q2/23: Econ grew @ 0.3%
CBK: Launches DhowCSD
Moody's: Bond buyback = Default
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#30 of 2023;
US: FED hikes rates to 5.25%
US: PCE inflation down @ 3%
EZ: ECB hikes rates to 3.75%
JP: BOJ eases yield curve control
IMF: World Econ Outlook - July 2023
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#29 of 2023;
US: Growth projected @ 1.9%
UK: June inflation @ 7.9%
Wheat: Price rises on Russian attack
CBK: Tap sale bids @ Kes 44 billion
KE: Raise $1B via syndicate
KE: Rating downgraded + outlook is negative
KE: Plans to hedge oil imports
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A weekly podcast that provides you with a broad overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#28 of 2023;
US: Consumer inflation @ 3%
UK: Mortgages at 15-year highs
Crypto: Sharp rally after court decision
KE: Diaspora remit June @ $346m
KE: 5-year bond @ 16.84%
KE: Revenue collection @ 95%
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#27 of 2023;
US: June nonfarm payrolls @ 209K
US: Minutes of Fed's policy meeting
US: 2-year Treasury note @ 5.12%
KE: Q1/2023: GDP growth @ 5.3%
KE: National debt @ Kes 9.8 trillion
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#26 of 2023;
US: GDP growth revised up to 2%
US: PCE May inflation @ 4.6%
EZ: Euro zone June inflation @ 5.5%
KE: Kenya's June inflation @ 7.9%
CBK: MPC hikes CBR to 10.50%
KE: Refinance Eurobond @ 11%
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#25 of 2023;
UK: Inflation hot @ 8.7%
UK: BoE hikes by 50bps to 5%
CH: China cuts prime lending rates
TK: Turkey doubles rate to 15%
KE: Debt exceeds Recurrent
KE: Power monopoly to end
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#24 of 2023;
US: Fed holds rates @ 5.25%
US: CPI inflation down to 4%
EZ: ECB hikes by 25bps to 3.5%
Crypto: Blackrock to issue Bitcoin ETF
KE: Diaspora remittances @ $352m
KE: 7-yr bond raises Kes 213B
KE: Budget highlights
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A weekly podcast that provides an update of the latest developments in the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#23 of 2023;
EZ: Euro zone falls into a recession
JP: Japan's economy grew @ 2.7%
CH: Chinese exports fall by 7.5%
KE: Kenya's FX reserves @ $7.5B
KE: Domestic borrowing @ Kes 520B
CBK: 7-year infrastructure bond
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A weekly podcast that provides our listeners with a broad overview of the global financial markets, including a special focus on the Kenyan markets.
Highlights: Week#22 of 2023;
US: Debt ceiling approved & signed
US: Non-farm payrolls @ 339K
EZ: Euro zone inflation @ 6.1%
KE: Kenya's inflation @ 8%
CBK: MPC holds CBR @ 9.50%
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#21 of 2023;
US: Debt ceiling agreement reached
US: PCE inflation @ 4.7%
DE: Germany now in a recession
UK: CPI inflation @ 8.7%
KE: Shilling continues to depreciate
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A weekly podcast that provides a broad overview of the global financial markets.
And with a special focus on the Kenyan markets.
Highlights: Week#20 of 2023;
G-7 meeting held @ Hiroshima, Japan
US: Debt ceiling talks break down
KE: Diaspora remittances @ $320m
KE: President nominates CBK Governor
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A weekly podcast that provides a broad overview of the global financial markets.
Including a special focus on the Kenyan markets.
Highlights: Week#19 of 2023;
US: April CPI inflation @ 4.9%
US: Debt ceiling takes center stage
UK: BoE raises rates by 25bps to 4.5%
UK: Q1/2023: GDP growth @ 0.1%
Bitcoin: Falls 11% to $26K
KE: Moody's downgrades Kenya
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A weekly podcast that provides a broad overview of the global financial markets.
With a special focus on the Kenyan markets.
Highlights: Week#18 of 2023:
US: Fed raises rates by 25 bps
EZ: ECB raises rates by 25 bps
US: Non-farm payrolls @ 253K
KE: Economy grew @ 4.8% in 2022
KE: Treasury submits Finance Bill 2023
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A weekly podcast that provides a broad overview of the global financial markets.
With a special focus on the Kenyan financial markets.
Highlights: Week#17 of 2023;
US: PCE inflation rises to 4.6%
US: Q1/2023: GDP growth slows down to 1.1%
EU: Q1/2023: Euro zone economy grew @ 0.1%
KE: April: Overall inflation declined to 7.9%
KE: Debt repayments surpass recurrent expenditure!
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A weekly podcast that provides a broad overview of the global financial markets.
With a special focus on the Kenyan markets.
Highlights: Week#16 of 2023;
UK: March inflation @ 10.1%
China: GDP for Q1/2023 @ 4.5%
EU: Parliament approves crypto regulations
CBK: 3-year bond - undersubscribed
CBK: 15-year bond - cancelled
IMF to CBK: Allow KES to depreciate
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A weekly podcast that presents a brief overview of the global financial markets.
With a special focus on the Kenyan markets.
Highlights: Week#15 of 2023;
US: Inflation cooling off @ 5%
China: Export growth above expectations @ 15%
UK: GDP growth in February flat @ 0%
Gold: Pulls back but still above $2K per ounce
IMF: World Economic Outlook for 2023
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A weekly podcast that provides a broad overview of the global financial markets.
And with a special focus on the Kenyan markets.
Highlights: Week#14 of 2023;
US: Non-farm payrolls slows down to 236K
OIL: Spikes by 6% as OPEC+ cuts production
GOLD: Breaks above $2,000 per ounce
KES: 5th worst performing currency in Africa
WB: Kenya's inability to refinance $2B Eurobond
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A weekly podcast covering the major headlines in the global financial markets.
And with a special focus on the Kenyan markets.
Highlights: week#13 of 2023;
IMF: Global economic growth @ 2.9% in 2023
US: Fed's preferred measure of inflation @ 4.6%
EZ: Euro zone inflation drops to 6.9%
KE: Headline inflation remained same @ 9.2%
CBK: MPC raises CBR by 75 bps to 9.5%
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A weekly podcast that provides a broad overview of the global financial markets.
And with a special focus on the Kenyan markets.
Highlights: Week#12 of 2023;
US: Fed hikes rates by 25 bps
UK: BoE hikes rates by 25 bps
UK: Feb annual inflation @ 10.4%
KE: CBK's MPC meets on 29th March
KE: CBK issues FX code
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A weekly podcast about the global financial markets.
With a special focus on Kenya.
Highlights: week#11 of 2023;
Moody's: Downgrades US banking system to negative
US: CPI inflation for Feb @ 6%
ECB: Hikes rate by 50bps to 3.0%
UBS: To buy Credit Suisse for $3.2 billion
Kenya: To import oil on credit to ease $ demand
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A weekly podcast about the global financial markets.
With a special focus on the Kenyan Markets.
Highlights of week#10 of 2023;
US: 2nd largest bank failure in US history.
US: Non-farm payrolls hot @ 311K
US FED: Expect higher rates
Kenya: CBK auctions 17-year IFB @ 14.39%
Kenya: Concessional loans to repay Eurobond
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A weekly podcast about the global financial markets.
With a special focus on the Kenyan markets.
Highlights of week#09 of 2023;
Euro zone: inflation report
Question: US non-farm payrolls?
Kenya: US dollar shortage
Kenya: Debt ceiling = GDP%
Kenya: Credit rating downgraded
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A weekly podcast about the global financial markets.
With a special focus on the Kenyan markets.
Highlights: Week#08 of 2023;
1 year since Russia invaded Ukraine
Minutes: Latest Fed policy meeting
CBK: offers 17-year IFB bond
Kenya: Eurobond repayment options
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A weekly podcast about the global financial markets.
With a special focus on the Kenyan markets.
The highlights;
US inflation data
UK inflation data
China economy: off to slow start
Kenya: 17-year infrastructure bond
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A weekly update of the global financial markets with a special focus on Kenya.
In this episode we are reviewing the 6th week of 2023.
Highlights;
Japan: Talk of new governor @ BOJ
UK: Narrowly avoids a recession
Kenya: Diaspora remittances remain strong
Kenya: Treasury taps OD facility @ CBK
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A brief overview and update of the global financial markets.
With a special focus on Kenya.
This episode covers the 5th week of 2023.
Highlights;
World Economic Outlook Update
FED, BOE & ECB all raise interest rates
CBK MPC retains CBR @ 8.75%
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A weekly overview and update of the global financial markets, with a special focus on the Kenyan financial markets.
This episode covers the major financial events during the 4th week of 2023.
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A weekly overview of Kenya's financial markets.
This episode covers the 3rd week of 2023.
And covers among other issues;
World Economic Forum
Re-opening of the Chinese economy
UK inflation
Job cuts at Google
Kenya's Budget Policy Statement for 2023/24
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A weekly update of Kenya's financial markets.
This episode covers the 2nd week of 2023.
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A weekly update of Kenya's financial markets.
This is episode no.37; covering the first week of 2023.
Listen and be informed.
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A weekly update of Kenya's financial markets.
This episode covers the last week 52 of 2022.
It also provides a summary of the key market events in 2022.
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A weekly update of Kenya's financial markets.
Episode no. 35 covering week no. 51 of 2022.
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A weekly overview of Kenya's financial markets.
This is episode no. 34, covering week 50 of 2022.
Now available on Apple Podcasts, Google Podcasts, Spotify and Amazon Music.
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A weekly update of Kenya's financial markets.
This is episode 33, reviewing the markets during week 49 of 2022.
Now available on Apple Podcasts, Google Podcasts, Spotify and Amazon Music.
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A weekly update of the Kenyan financial markets.
This is episode no. 32 covering the 48th week of 2022.
Now available on Apple Podcasts, Google Podcasts, Spotify and Amazon Music.
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A weekly overview of Kenya's financial markets.
This episode is focused on the 47th week of 2022.
A weekly overview of the Kenyan financial markets.
Covering all the major asset classes including Forex, Treasury bills & bonds as well as Equities.