Podcast Episodes
Back to SearchAnother blow to artificial intelligence stocks
US equity markets continued to sell-off yesterday, driven by disappointing tech-earnings, Chinese AI innovations, and the ongoing uncertainty surroun…
1 year, 8 months ago
Whatever it takes and tariff twists – bad for bonds and good for equities
European markets surged following German Chancellor-in-waiting Friedrich Merz's commitment to do 'whatever it takes' to ramp up defence and infrastru…
1 year, 8 months ago
Investors looking to China today
Investors have a lot to digest. With US tariffs on Canada, Mexico, and China now in force – along with some retaliatory measures from affected countr…
1 year, 8 months ago
Trade wars escalate
US equities did not like the news of weak manufacturing data and President Trump's announcement of tariffs on Canadian and Mexican goods, as well as …
1 year, 8 months ago
Bitcoin resurgent ahead of moment of truth for tariffs
US President Trump's surprise announcement that Bitcoin will be included in a new US strategic reserve saw its value soar over 20% from last week's l…
1 year, 8 months ago
Tariffs and tech weigh on sentiment
Tariffs are back on the table after President Trump confirmed yesterday that the delayed tariffs on Mexico and Canada will take effect on 4 March, wh…
1 year, 8 months ago
European stocks keep on climbing and Nvidia fails to inspire (really)
The much-anticipated earnings report of chipmaker Nvidia, the posterchild of the AI revolution, failed to spark enthusiasm although it did suggest th…
1 year, 8 months ago
Markets on edge ahead of Nvidia
US growth concerns and geopolitics keep investors busy ahead of Nvidia’s much-anticipated earnings report later today. Germany's incoming chancellor …
1 year, 8 months ago
US tech takes a hit as gold continues to shine
US stock markets lost steam yesterday with big tech leading losses and the 10-year US Treasury yield moving back towards the 4.40% level while Europe…
1 year, 8 months ago
Markets react positively to German elections
The S&P 500 experienced a sharp decline on Friday, falling 1.7% in its worst session of 2025, after hitting record highs earlier in the week. Concern…
1 year, 8 months ago