PiQ’s Friday Fix

Friday Fix - 10th April: Markets on Edge - Ceasefire Hopes, Oil Chaos and the S&P Rally

In this episode of Friday Fix the hosts break down market reactions to a temporary lull in Middle East hostilities, the fragile reopening of shipping lanes, and why equities rallied even as Brent crude stayed elevated. They explain the lasting supply-chain and front-month oil effects, why energy and shipping names remain strong, and why the US dollar looks likely to trade range-bound amid mixed rate expectations. The conversation also covers Anthropic’s Mythos and its cybersecurity implications, shifts in private credit and contrarian fund moves, and a look ahead to upcoming US inflation data and central bank implications.

Friday Fix - 27th March: Why Energy Shock Could Push UK Inflation to 4%—Markets React

On this Friday Fix the team discusses the mounting inflation risks from the Middle East energy shock, updated OECD forecasts, and whether central banks can or should respond. They cover rising bond yields in Japan and Turkey, sovereign gold sales, and market reactions. The episode also touches on a landmark U.S. lawsuit against big tech, broader supply‑chain impacts, and a personal reminder about work, health and enjoying life.

Friday Fix - 20th March: Markets on Edge - Rate Hikes, Oil Shocks and the Fed's Mixed Signals

Ryan, Alex and Jesse break down a turbulent week for markets: the Fed, ECB and Bank of England reactions to rising inflation expectations, markets pricing several rate hikes, and the sharp moves in bond yields. They discuss the escalating Middle East conflict and its impact on energy supplies and oil prices, why gold fell despite geopolitical risk, and which sectors could win or lose from prolonged energy disruption. The episode mixes market analysis with trading anecdotes and short investment themes including coal, renewables, North Sea oil names and defense suppliers.

Friday Fix: Oil Shocks, Geo‑Politics and Market Mayhem

In this episode of Friday Fix, Ryan, Alex and Jesse unpack the week’s biggest market movers: the Middle East conflict’s impact on oil and energy prices, the U.S. 30‑day waiver on Russian crude, and the chaos of trading headline‑driven markets amid social media noise. They also cover major corporate layoffs, strains in private credit, the UK growth outlook and central bank implications, and offer practical thoughts on managing risk in today’s volatile environment — all in a candid, conversational style.

Friday Fix: Strait of Hormuz Shutdown - Markets on Edge

On this Friday Fix with AlphaPicks the team breaks down the market fallout from the Middle East conflict, focusing on the Strait of Hormuz closure, oil moves and why prices haven’t spiked to $100. They discuss the implications for central banks and interest-rate pricing (ECB, BOE, Fed), FX flows and dollar strength, plus volatility in gold, silver and equities. The hosts offer trading cautions, highlight de‑risking and safe‑haven demand, and suggest mega‑caps as potential shelter while uncertainty persists.