Podcast Episodes
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US equities closed lower after choppy trading on Thursday, although they ended off worst levels. This followed three straight daily gains for the S&P…
1 year, 5 months ago
Global equities back at an all-time high
The MSCI All-Country World Index is back at a new all-time high. The German government announcement of a EUR 46 billion tax relief package boosted Eu…
1 year, 5 months ago
Markets up on inflation, jobs and sentiment – Meta’s deal energises the chip sector
The S&P500 index now is at the brink of entering technical bull market territory, up nearly 20% since its lows after ‘Liberation Day’. Yesterday, equ…
1 year, 5 months ago
It’s all about commodities, for a change
With Trump imposing new import tariffs on steel and aluminium, prices of the two metals on the US physical market have soared, lifting shares of dome…
1 year, 5 months ago
Markets mull new tariffs and continuing US/China tensions
US action was somewhat muted on Friday, although indices closed the month of May comfortably higher. President Trump announced that he was doubling i…
1 year, 5 months ago
Who gets to set tariffs?
The US economy contracted by 0.2% in the first quarter of 2025, fueling ongoing recession concerns amidst escalating trade tensions and mixed economi…
1 year, 5 months ago
Bond markets surprised yesterday, but will the good news last?
US stock markets played catch-up yesterday after a long holiday weekend. A boost in consumer confidence in both the US and Germany also contributed t…
1 year, 5 months ago
Tariff noise trumps markets again – and the US dollar suffers
Trade tensions took centre stage again, as President Donald Trump delayed the imposition of 50% tariffs on the EU until early July. The move sparked …
1 year, 5 months ago
Stock market relief as 50% EU tariffs postponed
US President Donald Trump says he has agreed to postpone the imposition of 50% tariffs on European Union imports until 9 July as the EU continues to …
1 year, 5 months ago
US Treasury yields drive market volatility
Yesterday’s trading session saw significant volatility in Treasury yields after the US House of Representatives approved President Trump’s major tax …
1 year, 5 months ago