Podcast Episodes
Back to SearchLiberation Day fallout
The fallout from Donald Trump’s tariff war spread across global markets on Thursday, knocking down stocks and sparking a flight to fixed-income haven…
1 year, 7 months ago
And the verdict is? Tariffs for all
Last night President Trump delivered a 99 minute speech in which he announced a baseline 10% tariff across the board. For many of the 180 countries o…
1 year, 7 months ago
Markets brace for Donald Trump’s reciprocal tariff plans – more turmoil ahead?
In this episode, we dive into the latest market developments as European government bonds and equities surge on contained eurozone inflation. Meanwhi…
1 year, 7 months ago
Gold shines brighter as Liberation Day looms
European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn’t enough to stop the benchmark in…
1 year, 7 months ago
The week begins on a risk-off note
US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, w…
1 year, 7 months ago
Tariffs remain top of mind
Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple …
1 year, 7 months ago
Stocks sell off as tariff angst hits markets
A three-day period of relative calm on Wall Street came to an end as major tech and automobile companies led a decline in global equity markets yeste…
1 year, 7 months ago
Consumer sentiment slumps and copper prices surge – but markets remain calm
Consumer sentiment in the US continues to decline, with some indices flashing warning signs of a potential recession. Despite the weakness in sentime…
1 year, 7 months ago
Big tech leads relief rally amid optimism on tariffs and data
US equity markets jumped yesterday on hopes that President Trump may hold back from implementing some of his wide-ranging tariff plans, hinting at a …
1 year, 7 months ago
US equities trying to rebound
Central banks adopted a cautious tone on monetary policy, driving gold to a new high last week. The EUR suffered a 'sell the news' reaction following…
1 year, 7 months ago