Podcast Episodes
Back to SearchLower than expected US inflation and a subtle shift in China’s zero-Covid policy fire up markets
Equities rallied, the USD fell, and bond yields plunged following a report that US inflation rose less than expected in October. This morning, a subt…
3 years, 9 months ago
Investors waiting for consumer price data today
While the race for the US Senate is still open and it may be days or even weeks before the results are final, US President Joe Biden said that the De…
3 years, 9 months ago
US Midterm results and upcoming inflation numbers in the spotlight
While all eyes are on the results of the US Midterm elections rolling-in, it could still take a while until final results are declared. Markets will …
3 years, 9 months ago
Markets brace ahead of potential gridlock in US midterms
Former US President Donald Trump plans to make a “big announcement” next week, indicating that he intends to run for President in 2024. China is expe…
3 years, 9 months ago
China signals no change in its zero-Covid stance
Whilst speculation mounted about China’s re-opening story, Chinese officials vowed over the weekend to remain “unswervingly” strict in Beijing’s appr…
3 years, 9 months ago
US interest rates are moving higher, so are China stocks this week
US market sentiment was subdued following the big Fed-day on Wednesday, while the Bank of England delivered its largest rate hike in 33 years. China …
3 years, 9 months ago
BoE expected to follow the Fed with jumbo rate hike
Yesterday evening saw all eyes once again on the US Federal Reserve, when it announced its fourth consecutive rate hike of 0.75%. Today is the Bank o…
3 years, 9 months ago
Don’t expect any miracles from the Fed
In China, equity markets rallied as investors there entertained the prospect that the zero-Covid policy might be dropped but at the same time the are…
3 years, 9 months ago
Markets taking a breather before Fed-Day on Wednesday; Asia pushes higher
US markets took a breather yesterday, after a couple of strong trading days last week. While today’s trading action will be overshadowed by the Feder…
3 years, 10 months ago
US stocks rise for the second consecutive week
US equity markets all made solid gains on Friday and 2-year and 10-year US Treasury yields rose for the first time in four days. Wheat futures have s…
3 years, 10 months ago