Podcast Episodes
Back to SearchOn banks, gold and the USD
US stocks opened higher yesterday, but then reversed course. Small caps underperformed, and market volatility rose amid credit concerns at regional b…
6 months, 3 weeks ago
Markets rebound on luxury rally and earnings boost
Global equities rebounded midweek, driven by a sharp rally in European luxury stocks and strong earnings from major US banks. US-China trade tensions…
6 months, 3 weeks ago
US earnings season opens strongly with banks
Equities fluctuated on mixed US–China trade signals and a speech by the US Federal Reserve Chair, which suggested that the central bank may be ready …
6 months, 4 weeks ago
Monday’s European and US equity rally sullied by new trade war actions
President Trump’s Sunday post – “Don’t worry about China, it will all be fine” – boosted stock markets yesterday, with further positive AI-specific h…
6 months, 4 weeks ago
Markets slide as trade tensions return
Global markets tumbled on Friday following renewed trade war fears sparked by President Trump’s aggressive rhetoric towards China. Major global indic…
7 months ago
Markets pause as geopolitical shifts and rare earth tensions take centre stage
After a strong rally, US and European markets paused, with major indices closing lower amid a more cautious mood. In Europe, Ferrari’s downward revis…
7 months ago
Gold glitters, stocks rally, and China’s cracks
European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Ch…
7 months ago
Gold breaks records as markets pause
Global equity markets paused after a strong rally, with US equities dipping slightly and bringing an end to a seven-day winning streak as Oracle’s we…
7 months ago
US stocks hit fresh highs on deals and despite geopolitics
Major US equity indices, from small caps to tech, hit fresh highs yesterday, spurred by strong corporate news – from semiconductors to banking deals.…
7 months ago
All eyes on Japan as markets rally ahead of historic leadership shift
Japanese equities surge to fresh record highs as Sanae Takaichi – known for being pro-stimulus - has won the LDP leadership and is likely to become t…
7 months, 1 week ago