Podcast Episodes

Back to Search
Sticky inflation meets tech weakness
Sticky inflation meets tech weakness

There was a mixed picture in financial markets yesterday as persistent US inflation continues to test the Federal Reserve’s patience. European equiti…

3 months, 3 weeks ago

Short Long
View Episode
Micron's guidance boosts markets
Micron's guidance boosts markets

Not only did Micron’s fiscal Q3 earnings exceed expectations yesterday, but the company also guided for current-quarter revenue of USD 50 billion, po…

3 months, 3 weeks ago

Short Long
View Episode
Markets wobble: Is the AI rally running out of steam?
Markets wobble: Is the AI rally running out of steam?

Equity markets are facing renewed pressure as investors question whether AI-driven stocks, particularly semiconductors, can sustain their remarkable …

3 months, 3 weeks ago

Short Long
View Episode
Tech sell-off drowns out US–Iran oil news
Tech sell-off drowns out US–Iran oil news

Markets reacted cautiously after the US granted Iran a temporary 60‑day licence to sell oil in USD. Euro area consumer confidence remained weak in Ju…

3 months, 4 weeks ago

Short Long
View Episode
US and Iran agree on roadmap for final deal
US and Iran agree on roadmap for final deal

Progress in US–Iran talks in Switzerland helped ease geopolitical concerns. And while positive momentum in Asian tech lifted regional markets, Europe…

3 months, 4 weeks ago

Short Long
View Episode
The View Beyond: China’s old and new tech divide
The View Beyond: China’s old and new tech divide

Against a shifting macro backdrop, markets are responding to easing geopolitical tensions following a US-Iran peace deal, with oil prices falling sha…

4 months ago

Short Long
View Episode
A week dominated by geopolitics and central banks
A week dominated by geopolitics and central banks

Global markets have been driven this week by a US–Iran deal, a more hawkish Fed under Kevin Warsh, and a Bank of Japan rate hike to multi-decade high…

4 months ago

Short Long
View Episode
Hawkish Fed, calmer world? Markets reprice as geopolitics shift
Hawkish Fed, calmer world? Markets reprice as geopolitics shift

European equities extended their upward momentum, while US markets faced selling pressure after the first FOMC meeting under Chair Kevin Warsh delive…

4 months ago

Short Long
View Episode
SpaceX overtakes Amazon in market cap
SpaceX overtakes Amazon in market cap

SpaceX moves beyond rockets with its acquisition of AI firm Anysphere, igniting investor excitement and propelling the company to become the world’s …

4 months ago

Short Long
View Episode
Markets rally on Iran progress as AI price war heats up
Markets rally on Iran progress as AI price war heats up

Markets rallied strongly yesterday as easing geopolitical tensions between the US and Iran lifted risk sentiment, with European equities reaching fre…

4 months ago

Short Long
View Episode

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us