Podcast Episodes
Back to SearchFrench stocks and bonds under pressure as investors fear politics
French assets took a hit yesterday, with stocks and bonds underperforming all other major markets. The current coalition government's instability has…
1 year, 5 months ago
Markets react as expected to Trump tariff announcements
European markets closed lower yesterday, with auto stocks down 1.7%. The big US equity indices all inched higher, although small caps fell after Mond…
1 year, 5 months ago
US small caps and Trump tariffs make the headlines
Markets reacted to the nomination of Scott Bessent as the next US Treasury Secretary on Monday, with the dollar pulling back from two-year highs and …
1 year, 5 months ago
Investor appetite buoyed by resilient US data
After upbeat data out of the US provided a boost to investor sentiment, US markets extended their rally on Friday. A stock market rotation into small…
1 year, 5 months ago
The rotation continues
European equities enjoyed a strong day yesterday, while Wall Street had a moderately positive day, marked by a rotation out of tech stocks and into m…
1 year, 5 months ago
Sometimes good just isn’t good enough
The market’s reaction to Nvidia’s highly anticipated results last night indicates just how high expectations were. The company’s results exceeded ana…
1 year, 5 months ago
Markets shake off geopolitical tensions
Escalating tensions between Russia and Ukraine dampened global risk appetite and sent investors scrambling for safe-haven assets yesterday. While Eur…
1 year, 5 months ago
Equities turn a corner after a tough week
US stocks yesterday regained some ground after last week's sharp sell-off that reversed the S&P 500’s post-election gains as Wall Street looks ahead …
1 year, 5 months ago
USD soars, gold plunges
The Trump rally came to a halt last week as the S&P 500 fell 2% despite confirmation that the Republicans also won the House of Representatives. The …
1 year, 5 months ago
A pause in the post-election party?
US equities stumbled yesterday, in contrast with a more positive day for European markets. The shift comes as investors reassess the likelihood of a …
1 year, 5 months ago