Podcast Episodes
Back to SearchNew tariff threats fail to dent enthusiasm for equities
President Trump delivers more tariff letters and lays down the gauntlet to Brazil – announcing a 50% tariff on their exports into the US. Copper also…
10 months ago
Stocks stay put and yields rise as tariffs are back in vogue
Stock markets remain quiet, shrugging off President Trump's assertive rhetoric on additional tariffs and his stance that no exemptions will be made a…
10 months ago
Trade letters trickling in
The US sent a flurry of ‘trade letters' to numerous countries yesterday, stating that it will impose steep tariffs from 1 August 2025 unless these co…
10 months ago
Renewed tariff threats
Investors are seeking protection in more defensive areas of the market as US President Donald Trump ratchets up trade tensions. European and US equit…
10 months ago
Trump intensifies trade tensions ahead of tariff deadline
A solid US jobs report sends global stocks higher and US equities to all-time highs. But the devil lies in the detail. A US Federal Reserve rate cut …
10 months, 1 week ago
US-Vietnam trade deal announced
The S&P 500 reached a new high, fuelled by technology stocks. Despite weak US private jobs data, optimism prevailed thanks to a Vietnam trade deal an…
10 months, 1 week ago
Markets shrug off concerns on the upcoming tariff ‘D-day’
While European stocks had a subdued start yesterday, broader US indices managed to kick off the second half of 2025 firmly in the green, shrugging of…
10 months, 1 week ago
US trade deals back in the limelight
With geopolitics now taking a back seat again, investor attention is moving to US tariffs. Markets are focused on whether the EU and the US can concl…
10 months, 1 week ago
Trade progress
Global equity markets closed the week on a strong note, fuelled by a series of positive developments. Trade progress, delayed trade deadlines, an imp…
10 months, 1 week ago
Cheap dollars anybody?
As the US dollar hits a three-and-a-half year low against its major counterparts, global stock markets continue to attract buyers, particularly in Ja…
10 months, 2 weeks ago