Podcast Episodes
Back to SearchAfter Jackson Hole is ahead of Nvidia’s earnings report
French political uncertainty sparks market jitters, sending European equities tumbling, with the CAC 40 falling a further 1.7% yesterday. In contrast…
10 months, 1 week ago
President Trump tries a new tack to unsettle the Fed
The US President attempted to sack Federal Reserve Board Governor Lisa Cook yesterday – a move that saw the dollar fall and gold gain. These moves we…
10 months, 1 week ago
Jerome Powell opens the door to interest rate cuts
Global markets have rallied following Federal Reserve Chairman Jerome Powell's dovish speech on Friday that opened the door to interest rate cuts. In…
10 months, 1 week ago
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US r…
10 months, 1 week ago
A significant intra-day reversal in US technology stocks
The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's sp…
10 months, 1 week ago
Tech stocks stumble but the broader market holds up
While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indi…
10 months, 2 weeks ago
Financial markets cautiously optimistic after Trump-Zelenskyy meeting
President Zelenskyy’s second meeting at the White House delivered more smiles than his first but resulted in expectations rather than deals. Presiden…
10 months, 2 weeks ago
Ukraine, the Fed, and market breadth
Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US in…
10 months, 2 weeks ago
Trump-Putin summit takes centre stage after hot US inflation data
Yesterday’s hotter-than-expected US inflation data prompted a reassessment of rate cut expectations, driving yields and the US dollar higher. Althoug…
10 months, 2 weeks ago
So many all-time highs
Benchmark equity indices in the US, Italy, Spain, and the UK have surged to new highs, fuelled by a benign US inflation report and Germany's inflatio…
10 months, 2 weeks ago