Podcast Episodes
Back to SearchYields remain high, equities rebound, and gold prints a new high
Despite global government bond yields remaining high following this week’s US inflation reports, equities staged a recovery rally into the close. And…
2 years, 1 month ago
Markets under the spell of higher US inflation
Hotter US inflation lowered expectations of interest rate cuts. Wall Street reacted with a down day, but the weakness did not spread to European or A…
2 years, 1 month ago
Everyone’s waiting for US inflation data
Market action appears subdued as investors around the world await key US inflation data later today. Meanwhile, on a more company-specific level, ‘ev…
2 years, 1 month ago
Who will move first – the ECB or the Fed?
The major US equity indices closed around flat yesterday while small caps outperformed, with the Russell 2000 index gaining 0.5%. The 10-year US Trea…
2 years, 1 month ago
10-year US rates approaching key levels
Markets had a difficult start to the second quarter last week, with the S&P 500 posting its worst weekly performance for 3 months as geopolitical ten…
2 years, 1 month ago
Stocks slip and oil gains on Middle East jitters
Markets took a sharp risk-off turn in late US trading yesterday. The main catalyst was rising tensions in the Middle East, with oil prices rallying a…
2 years, 1 month ago
Global equities back in the green
After a cautious start to Q2, equity markets regained their stride in Wednesday’s session climbing higher across regions. The Federal Reserve Chairma…
2 years, 1 month ago
A poor start to the new quarter
The second quarter is off to a rocky start for global equities as sticky inflation data and strong economic figures have pushed bond yields higher an…
2 years, 1 month ago
Stocks down and yields up on strong US factory data
Strong US manufacturing data, pointing to expansion for the first time in over a year, pushed US Treasury yields higher and stocks lower, albeit in l…
2 years, 1 month ago
Stocks push towards new all-time highs in light trading
The equity market rally is continuing ahead of the Easter break, while fixed income markets are a little less euphoric following Federal Reserve Gove…
2 years, 1 month ago