Podcast Episodes
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Markets saw a decent pullback over the last 24 hours, with the S&P 500 recording its worst daily performance for over two weeks. Meanwhile, the 10-ye…
1 year, 8 months ago
Anticipating Jackson Hole: stocks surge, yields dip, and gold shines
Stocks continue their upward march as markets gear up for the much-anticipated Jackson Hole Symposium, commencing today. Preliminary payroll revision…
1 year, 8 months ago
Stock rally hits a wall on shaky investor sentiment
Global equities have paused in their winning streak, posting losses ahead of revisions to US jobs data due today. Dario Messi, Head of Fixed Income R…
1 year, 8 months ago
The recovery rally continues
European and US equities extended their rebound yesterday, starting the new trading week on a strong footing and maintaining the momentum built last …
1 year, 8 months ago
Corporate America buys the dip
Equity markets rebounded strongly last week, driven by tame inflation data, stabilising macro data, and solid earnings. Quant funds are expected to r…
1 year, 8 months ago
Stocks rise as US recession fears abate
Global equities surged, driven by US stocks, as strong retail numbers and encouraging jobless claims alleviated recession fears. US Treasury yields a…
1 year, 8 months ago
Stocks rise further on tame inflation readings – now it’s all about the Fed
This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that ind…
1 year, 9 months ago
Cooling US producer prices fuel equity rally
European equities had a good session despite disappointing sentiment data from Germany while US producer prices rose less than forecast, indicating c…
1 year, 9 months ago
Geopolitical threat sees oil prices spike
Oil prices have rallied on reports that an Iranian retaliatory attack against Israel has grown even more likely and could be imminent. In the US, sto…
1 year, 9 months ago
US economic data and the JPY in focus this week
Global equity markets staged a remarkable recovery from the panic at the start of last week, while government bonds and gold acted as effective hedge…
1 year, 9 months ago