Podcast Episodes
Back to SearchMarkets, the USD and gold: Our CIO’s latest views
Although the US trade deal with China is ‘done’, according to President Trump, the worst is not yet over for other countries. They can expect to rece…
11 months ago
Trade talks drive stock market gains
US-China trade talks continue to progress positively and may conclude soon, but have still yet to reach an agreement. Optimism among investors has le…
11 months ago
China/US trade talks set to continue
US representatives including US Treasury Secretary Scott Bessent met with China’s vice premier and lead trade negotiator He Lifeng in London yesterda…
11 months ago
War of words
US equities closed lower after choppy trading on Thursday, although they ended off worst levels. This followed three straight daily gains for the S&P…
11 months, 1 week ago
Global equities back at an all-time high
The MSCI All-Country World Index is back at a new all-time high. The German government announcement of a EUR 46 billion tax relief package boosted Eu…
11 months, 1 week ago
Markets up on inflation, jobs and sentiment – Meta’s deal energises the chip sector
The S&P500 index now is at the brink of entering technical bull market territory, up nearly 20% since its lows after ‘Liberation Day’. Yesterday, equ…
11 months, 1 week ago
It’s all about commodities, for a change
With Trump imposing new import tariffs on steel and aluminium, prices of the two metals on the US physical market have soared, lifting shares of dome…
11 months, 1 week ago
Markets mull new tariffs and continuing US/China tensions
US action was somewhat muted on Friday, although indices closed the month of May comfortably higher. President Trump announced that he was doubling i…
11 months, 1 week ago
Who gets to set tariffs?
The US economy contracted by 0.2% in the first quarter of 2025, fueling ongoing recession concerns amidst escalating trade tensions and mixed economi…
11 months, 2 weeks ago
Bond markets surprised yesterday, but will the good news last?
US stock markets played catch-up yesterday after a long holiday weekend. A boost in consumer confidence in both the US and Germany also contributed t…
11 months, 2 weeks ago