Podcast Episodes
Back to SearchFinancial 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, 2 months 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, 2 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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 …
1 year, 3 months 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…
1 year, 3 months ago