Podcast Episodes
Back to SearchRate Cuts, Record Highs, and Rare Earths
The US Federal Reserve delivered a widely anticipated rate cut, but growing divisions among policymakers spooked markets. Strong AI-driven spending f…
10 months, 1 week ago
AI-powered markets hit new highs, but market breadth remains narrow
As European markets experience some profit-taking ahead of key central bank meetings, all major US stock indices closed at record highs. However, mar…
10 months, 1 week ago
Wall Street hits record highs ahead of key earnings and central bank decisions
Global equity markets rallied as optimism around US-China trade negotiations lifted investor sentiment. European trade-sensitive sectors led early ga…
10 months, 1 week ago
Global equities rally on trade deal optimism
Global stocks rose on renewed optimism that the United States and China are nearing a trade agreement. The upbeat sentiment also lifted commodity pri…
10 months, 1 week ago
Oil surges on sanctions, markets rally on earnings
Oil prices spiked over 5% after the US imposed fresh sanctions on Russia’s top crude producers. Meanwhile, equity markets rallied on strong corporate…
10 months, 2 weeks ago
Earnings and trade tensions in focus … as oil grabs the spotlight from gold
European and US stocks moved lower in yesterday’s trading sessions, with earnings releases and new mooted curbs on US software exports to China doing…
10 months, 2 weeks ago
Mixed 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…
10 months, 2 weeks 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 …
10 months, 2 weeks 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…
10 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…
10 months, 3 weeks ago