The Market Colour Podcast

Send us Fan Mail 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....

Send us Fan Mail 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. Support the show Now available on Apple Podcasts, Google Podcasts, Spotify and Amazon Music....

Send us Fan Mail 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 Support the...

Send us Fan Mail 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 Remit...

Send us Fan Mail 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...

Send us Fan Mail 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 rais...

Send us Fan Mail 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% Support the show Now available on Apple Podcasts, Go...

Send us Fan Mail 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: Liquidit...

Send us Fan Mail 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 c...

Send us Fan Mail Keeping you informed of the latest developments in the financial markets. 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 stabi...

Send us Fan Mail Keeping you informed of the latest developments in the financial markets. 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 Support the show Now ava...

Send us Fan Mail Keeping you informed of the latest developments in the financial markets. 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 Support the show Now available on Apple Podcasts, Google Podca...

Send us Fan Mail Keeping you informed of the latest developments in the financial markets. 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: A...

Send us Fan Mail Keeping you informed of the latest developments in the financial markets. Highlights: Week#41 of 2025; WB: China to grow @ 4.8% US: Stocks lose $2 trillion US: 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 $3.3B CBK: MP...

Send us Fan Mail Keeping you informed of the latest developments in the financial markets. 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....

Send us Fan Mail 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 Support the show Now available on Apple Podcasts,...

Send us Fan Mail 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 Support the show Now available on Apple Podcasts, Google Podc...

Send us Fan Mail 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: R...

Send us Fan Mail 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 Support the show Now available on Apple Podcas...

Send us Fan Mail Keeping you informed with a weekly overview of the financial markets. 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 Support...

Send us Fan Mail Keeping you informed with a weekly overview of the financial markets. 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 Support the sh...

Send us Fan Mail 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% Support the show Now available on Apple...

Send us Fan Mail Keeping you informed of the latest developments in the financial markets. 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 Support the show Now available on...

Send us Fan Mail 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 Support the show Now available on Ap...

Send us Fan Mail Keeping you informed of the latest developments in the financial markets. 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 Support the show Now available on Apple Podcasts,...