Episode 5 — SpaceX IPO, Disney meets AI & Market Rotation

Touché Breakdowns - Ep. 09: Oil, Gold, US Debt and Crypto

This week on Touché Breakdowns, we break down the current state of the markets. We take a look at major market indices, discuss the upside potential for oil and energy markets, analyze the current economic situation in the United States and briefly take a look at the current situation on crypto markets. We dig deeper into the reasons behind the stock market moves and the reasons why this could be the year for oil. Hit us a like if you are interested in the contents of our podcast.

Ep. 8: Touché Breakdowns: Is the US Government the Next Systemic Risk? | Iran, Commodities & Markets

This week on Touché Markets, we switch gears. Instead of just covering the headlines, we break them down. In this episode, we analyze rising tensions between the United States and Iran, the sharp swings in commodity markets, the outlook for equities in the year ahead, and the nomination of Kevin Warsh as the next Federal Reserve chair. We dig deeper into the question many investors are quietly asking: Is the next systemic risk coming not from banks or corporations — but from governments themselves? From oil and emerging markets to valuations, leverage, and the credibility of the US dollar, this episode connects geopolitics, macroeconomics, and investment reality.

Touché Markets – Ep. 7: Markets Rebound, Media Wars, and Political Shifts

This week on Touche Markets, we break down Wall Street’s strongest banking year since the pandemic, rising tensions in global media consolidation, snap elections in Japan, EU plans for Ukraine, and fresh debate over inflation and Fed independence in the US.

Episode 6 —Metals Rally, Tech Risks & Global Trade Shifts

In this week’s Touche Markets, we open 2026 with markets positioning for tech rotation, Glencore-Rio Tinto merger talks, and precious metals on the march; European banks face AI-driven job cuts; Southeast Asian exports surge despite tariffs; and U.S. policy on housing and Venezuela continues to shape risk and opportunity. Comprehensive global markets insight to start your year.

Episode 5 — SpaceX IPO, Disney meets AI & Market Rotation

This week on Touche Markets: SpaceX preps a record-setting 2026 IPO; Disney inks a $1B AI deal with OpenAI; the Dow and S&P 500 extend highs while tech stocks struggle; UK GDP shows contraction; Mexico raises tariffs on China; peace talks succeed in Southeast Asia; and U.S. sanctions intensify pressure on Venezuela. Stay informed with the global market wrap.