Podcast Episodes
Back to SearchA 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year ago
Markets 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…
1 year 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…
1 year 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…
1 year 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…
1 year, 1 month ago