Podcast Episodes
Back to SearchFed sparks equity rally but big tech stumbles
Equities rallied broadly following the Federal Reserve’s post-rate-cut communication, though big tech underperformed amid concerns over valuations an…
5 months ago
The Fed cuts again
The US Federal Reserve cuts rates to 3.5%–3.75% but three dissenting members signal deepening divisions. It surprises with a new bond buying programm…
5 months ago
It’s Fed day!
We’ll finally get the last monetary policy decision of the year from the US central bank today and a 25 basis point cut is firmly priced in. Almost m…
5 months ago
Markets tread water ahead of Fed decision as M&A frenzy heats up
Financial markets were largely subdued yesterday, as investors awaited tomorrow’s pivotal Fed rate decision. But the corporate world was anything but…
5 months ago
Stocks continue to edge higher
Equities ended the week higher with US personal consumption expenditure data signalling easing inflation and bolstering expectations of a Fed rate cu…
5 months ago
Gold over bonds
Data showed low US jobless claims contrasting with continued corporate layoffs, leaving rate cut expectations for next week intact. This helped US sm…
5 months, 1 week ago
US jobs data provides more fuel for a rate cut
Markets are now pricing in an 89% chance of a rate cut by the Fed next week after November private payrolls data surprised, revealing 32,000 jobs wer…
5 months, 1 week ago
Stocks stage cautious rebound
Equity markets staged a cautious rebound yesterday, with major indices posting modest gains. In Europe, utilities led the advance, lifting the broade…
5 months, 1 week ago
Markets dip on bond supply worries and potential Japanese rate hike
Stocks and bonds declined amid company-specific developments and concerns over bond supply, as investors prepare for a record-level issuance of inves…
5 months, 1 week ago
Silver is stealing the show
November closed with markets focused on hopes of a Fed rate cut, which overshadowed fears of an AI bubble. The S&P 500 made strong gains in a holiday…
5 months, 1 week ago