Podcast Episodes
Back to SearchUS equities at all-time highs, while oil plunges in May
US equities surged to record highs on optimism over a potential US–Iran ceasefire extension, with the S&P 500, Nasdaq, and Russell 2000 all closing a…
1 month ago
Oil swings and AI soars: US markets hit new highs
Oil prices are swinging on every twist in the Middle East, while AI continues to dominate global markets. Europe’s stocks are under pressure from hig…
1 month ago
More chip makers join the USD 1 trillion market-cap club
Global equities extended their record rally as momentum in technology shares accelerated and geopolitical tensions eased. Micron and SK Hynix have jo…
1 month ago
AI rally meets weak consumers, and healthcare innovation
Despite US consumer confidence falling to a record low, the S&P 500 extended gains last week, driven by semiconductors, as AI enthusiasm remains stro…
1 month, 1 week ago
The View Beyond: From petrodollars to a new world order?
The petrodollar system has long been a cornerstone of global finance, underpinning the US dollar’s dominance for decades. But as energy markets shift…
1 month, 1 week ago
Markets steady despite weak data and geopolitical crosscurrents
Markets remained choppy as weak PMI data across Europe and the UK signalled slowing growth, while US data painted a mixed but still resilient picture…
1 month, 1 week ago
Stocks rally as oil prices and bond yields retreat on peace hopes and AI boost
European and US stock markets rallied yesterday after President Trump hinted that the US administration is in the final stages of an agreement to end…
1 month, 1 week ago
Bond sell-off rattles markets ahead of Nvidia earnings
US markets dipped amid rising long-term bond yields, with the 30-year Treasury hitting the highest level in almost two decades fuelled by inflation f…
1 month, 1 week ago
Markets caught between peace hopes and rising tensions
Global equities are caught between hopes for a peace deal and rising Middle East tensions, with Brent fluctuating around USD 100 per barrel. In the U…
1 month, 2 weeks ago
Yields surge, oil climbs: is a market reality check coming?
Global markets are kicking off the week on the back foot as government bond yields surge to multi-year highs, reigniting concerns about stagflation. …
1 month, 2 weeks ago