Podcast Episodes
Back to SearchMarkets at new all-time highs as US inflation remains contained
The latest US inflation figures for July sent stocks soaring to new all-time highs once again. With a 25 basis-point rate cut in September now widely…
10 months, 3 weeks ago
All eyes on today’s US inflation report
The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving th…
10 months, 3 weeks ago
Stocks move higher but this week’s inflation data will be crucial
US stocks are on a tear with the S&P 500 trading just a whisker below its all-time high and the Nasdaq shining thanks to renewed enthusiasm around te…
10 months, 3 weeks ago
Plenty on the plate for markets
Once again, investors are facing a flood of news to digest – from tariff updates, such as Japan’s announcement that the US will end the stacking of u…
10 months, 3 weeks ago
Earnings boost markets but tariffs loom large
Markets are in a positive mood, driven by corporate earnings that are exceeding expectations, and this is despite further 'tariff sabre-rattling' by …
10 months, 3 weeks ago
Trade news and macro data keep investors on their toes
With tariffs on Switzerland still in focus, a small Swiss delegation travels to Washington to negotiate a resolution. Meanwhile, emerging tariff thre…
10 months, 4 weeks ago
Markets bounce back – Switzerland lags on tariff shock
European and US stocks staged a recovery rally yesterday, although the Swiss market trailed behind following the recent 39% tariff shock. Meanwhile, …
10 months, 4 weeks ago
Higher tariffs and lower jobs numbers hit equity markets
President Trump’s team delivered more tariff surprises ahead of the weekend with conditions worsening for both Canada and Switzerland. Then the jobs …
11 months ago
Tech giants lift markets after Fed-induced decline
Federal Reserve Chair Jerome Powell has tempered expectations that the central bank may cut interest rates at its September meeting, leading to a mod…
11 months ago
Solid earnings, growth upgrade, and a sell-off
European equities rebounded yesterday, driven by largely positive earnings, as the IMF upgraded its global growth forecast for this year and next, ci…
11 months ago