Podcast Episodes
Back to SearchUS CPI and Fed double bill leads US stocks to fresh highs
After US consumer prices for May rose by slightly less than expected, the US Federal Reserve yesterday left its policy rate unchanged, as anticipated…
1 year, 11 months ago
French legislative elections and US interest rate decision day
President Emanuel Macron's call for legislative elections sends shockwaves through European financial markets. It is the big day for US inflation and…
1 year, 11 months ago
European stocks fall on politics while US indices close at record highs
US stocks rose to new record highs yesterday as two of the major tech mega-caps led the way for the major indices. Meanwhile, Europe suffered a hango…
1 year, 11 months ago
July rate cut off the table after strong US jobs report
US jobs growth surged in May and wages accelerated, prompting traders to push back the expected timing of US Federal Reserve interest rate cuts. US T…
1 year, 11 months ago
ECB cuts rates and we like German equities
The ECB cut its deposit rate yesterday, but did not commit to further rate cuts. Eurozone banks rallied the most on the prospect of fewer rate cuts t…
1 year, 11 months ago
Artificial Intelligence continues its ascent
Nvidia became the second biggest company in the world yesterday as its market value exceeded USD 3 trillion, whilst ASML pushed LVMH aside to take ov…
1 year, 11 months ago
India votes to surprise
The Swiss equity market continues to shine among its European peers, with inflation well below the Swiss National Bank’s upper target and the stock m…
1 year, 11 months ago
Weaker US macro data dampens investor sentiment
A flurry of weaker US economic data, which included a slowdown in factory output and a surprise contraction in the construction industry, saw the US …
1 year, 11 months ago
Equities set to rally further as risk-on prevails
Major stock market indices are building on May's strong performance as we enter the meteorological summer here in Europe. In Asia, Indian markets are…
1 year, 11 months ago
Wall Street diverges on bad tech news
Yesterday’s weaker-than-expected US GDP data helped to boost rate cut expectations by the Fed and bring yields down from their highs. And while equit…
1 year, 11 months ago