Podcast Episodes
Back to SearchMixed markets, metals meltdown, and CHF strength
European and US equity markets were mixed yesterday, with gains from strong earnings offset by declines in mining stocks. French shares reached recor…
8 months, 1 week ago
Markets rebound on upbeat earnings and easing credit concerns
Stocks bounce back on diminishing fears regarding US regional bank credit quality and positive earnings reports. Meanwhile, French assets lag on the …
8 months, 1 week ago
Turbulence, tensions & turnarounds
Markets swung wildly last week as easing US-China trade tensions clashed with fresh regional bank fears. While Wall Street rebounded on Friday, Europ…
8 months, 2 weeks ago
On 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…
8 months, 2 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…
8 months, 2 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 …
8 months, 2 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…
8 months, 2 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…
8 months, 3 weeks 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…
8 months, 3 weeks 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…
8 months, 3 weeks ago