Podcast Episodes
Back to SearchA historic upset in Japan
Japan's Upper House election has sparked market uncertainty after the ruling LDP coalition lost control. Nevertheless, the JPY remained surprisingly …
1 year, 3 months ago
Markets buoyed by strong earnings and data
Global stock markets experienced a positive day yesterday, bolstered by impressive earnings reports – including those from ABB – and favourable macro…
1 year, 3 months ago
Trump escalates attack on Fed independence
The US President’s comments regarding potentially firing Fed Chair Jerome Powell sparked market volatility. The initial reaction was swift, with the …
1 year, 3 months ago
Tariffs have arrived in US inflation data
Stocks retreated in response to US inflation data, which met expectations but showed that tariffs have arrived in inflation figures. The earnings sea…
1 year, 3 months ago
Market focus shifts to earnings as tariff threats linger
Stock markets continue to show resilience in the face of the latest US tariff threats and potential countermeasures from trading partners such as the…
1 year, 4 months ago
Markets take a wait-and-see stance amid escalating trade tensions
Markets take note of the escalating trade tensions, yet their response appears surprisingly subdued. The US dollar has edged upwards, just like globa…
1 year, 4 months ago
US stocks and Bitcoin reach new records
US equities reach another record high as investors downplay tariff concerns, buoyed by a positive forecast from Delta Airlines. Bitcoin soars to a ne…
1 year, 4 months ago
New tariff threats fail to dent enthusiasm for equities
President Trump delivers more tariff letters and lays down the gauntlet to Brazil – announcing a 50% tariff on their exports into the US. Copper also…
1 year, 4 months ago
Stocks stay put and yields rise as tariffs are back in vogue
Stock markets remain quiet, shrugging off President Trump's assertive rhetoric on additional tariffs and his stance that no exemptions will be made a…
1 year, 4 months ago
Trade letters trickling in
The US sent a flurry of ‘trade letters' to numerous countries yesterday, stating that it will impose steep tariffs from 1 August 2025 unless these co…
1 year, 4 months ago