Podcast Episodes
Back to Search
Oil jumps and yields rise on renewed Middle East tensions
Renewed US-Iran tensions impacted global markets yesterday, pushing oil prices higher and weighing on equities. Bond yields rose, with Japan’s 10-yea…
1 month, 2 weeks ago
Rate hike expectations rise after Warsh’s speech at Jackson hole
Following hawkish remarks from Federal Reserve Chair Kevin Warsh at Jackson Hole, markets have repriced expectations for US monetary policy, with tra…
1 month, 2 weeks ago
The View Beyond: Why the short end looks sweet
With yields at historically attractive levels and the yield curve offering attractive opportunities, fixed income is drawing renewed attention from i…
1 month, 2 weeks ago
The NVIDIA rally yesterday and Kevin Warsh's speech today
NVIDIA added USD 442 billion to its market capitalisation yesterday, with gains spreading beyond chipmakers into software and cybersecurity stocks am…
1 month, 2 weeks ago
NVIDIA delivers fuelling the AI trade
Markets traded largely sideways ahead of the earnings release from NVIDIA, the world’s most valuable company by market capitalisation. After the US m…
1 month, 2 weeks ago
Falling oil prices calm markets ahead of inflation test
Markets found their footing yesterday despite an intensification of US sanctions on Iran, as traders focused on the shift towards economic rather tha…
1 month, 3 weeks ago
Equities pause for breath ahead of Big Tech earnings
Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jones gained 0.25% on the day. …
1 month, 3 weeks ago
US inflation data, Nvidia, and Jackson Hole will shape the week ahead
Stronger-than-expected US PMI data could not save equities from a down week as rising bond yields and the Treasury's bond-buying intervention renewed…
1 month, 3 weeks ago
The View Beyond: Strong Q2 earnings season supports broader equity story
The Q2 earnings season delivered a strong set of results, with positive surprises across sectors and regions. As investors look ahead to the remainde…
1 month, 3 weeks ago
Stocks dip as oil and bond yields rise
Markets largely dipped yesterday as geopolitical tensions, rising oil prices and disappointing guidance from Walmart weighed on investor sentiment. A…
1 month, 3 weeks ago