Podcast Episodes
Back to SearchUS jobs data, Tesla’s surge, and oil’s wild ride
Markets digested a mix of headlines yesterday. In the US, the latest jobs report pointed to a resilient but cooling labour market. US equities were m…
6 months, 2 weeks ago
Markets on edge ahead of key labour and inflation data
European equities rallied after industrial production data came in stronger than expected, while Wall Street traded cautiously ahead of a packed sche…
6 months, 2 weeks ago
AI anxiety continues to weigh on main indices
The story that started with Oracle in the middle of last week continued with Broadcom on Friday. Despite its earnings and guidance actually breezing …
6 months, 2 weeks ago
Fed 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…
6 months, 3 weeks 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…
6 months, 3 weeks 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…
6 months, 3 weeks 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…
6 months, 3 weeks 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…
6 months, 3 weeks 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…
6 months, 4 weeks 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…
6 months, 4 weeks ago