Podcast Episodes
Back to SearchMarket's AI darlings stumble, Japanese yen rallies
Equity investors are having a tough few days as one after another of the darlings of the past 18 months or so report disappointing Q2 earnings or iss…
1 year, 9 months ago
Earnings season kicks into gear with Tesla and Alphabet disappointing
Luxury companies continue to face cooling demand for their high-end goods in China. And mega-cap tech companies have had a lacklustre start to the ea…
1 year, 9 months ago
Stocks rebound as the first two of the Magnificent Seven are about to report earnings
Stocks are broadly higher as most markets take a breather after last week's dismal performance. The second largest digital token, Ethereum, is outper…
1 year, 9 months ago
‘Did you try to turn it off and on again?’
There has been no summer lull in the markets so far. After last week's broad-based weakness in equity markets, a massive IT outage on Friday that cau…
1 year, 9 months ago
Market rotation is the theme of the week
The move away from large cap technology companies towards small cap and more cyclical names remains the big theme in the markets and led to a broad s…
1 year, 9 months ago
Market darlings take a beating as political markets are back in focus
Stocks, especially those in the IT and communication services sectors, came under heavy pressure yesterday as investors were forced to price in new p…
1 year, 9 months ago
The rotation in equities continues and gold reaches new highs
Rotation is the key word in financial markets at the moment, as leadership of the US market has shifted very quickly from the Magnificent 7 to the br…
1 year, 9 months ago
US stocks cheer Mr Trump as Europe gets China blues
US stock markets are broadly higher as the odds increase that former President Donald Trump will return to the Oval Office in 2025. Meanwhile, Europe…
1 year, 9 months ago
Markets digest data, earnings and an assassination attempt
European and US markets closed the week higher with some stock rotation in evidence after Thursday’s US CPI data fuelled optimism of a first Fed rate…
1 year, 10 months ago
Sticky inflation becoming unstuck
Bond markets rallied as signs of US disinflation reinforced bets the Fed will cut rates in September. This led to heavy profit-taking in the big tech…
1 year, 10 months ago