Podcast Episodes
Back to SearchSubdued markets await tomorrow's inflation print
While most investors are eagerly awaiting tomorrow's US inflation numbers, yesterday's data releases have raised some doubts about the stability of t…
2 years, 2 months ago
US markets take a breather while Japanese inflation surprises to the upside
US benchmark equity indices broke their winning streak yesterday as fresh economic data underwhelmed investors. In Japan, core consumer inflation slo…
2 years, 2 months ago
Data makes it difficult to time the first rate cuts
While equity markets are pushing higher, bond investors need to navigate carefully. Last week’s FOMC minutes, PMIs and employment data, all had a haw…
2 years, 2 months ago
Off to new highs
Nothing is certain but death and taxes … and Nvidia beating earnings. Global equity markets stormed to fresh all-time highs on Thursday following Nvi…
2 years, 2 months ago
Nvidia provides some fuel for a potential continuation of the AI-rally
Giant chipmaker Nvidia published an eye-watering set of results and forecasts yesterday, sparking a rally in Asian equities this morning. Meanwhile, …
2 years, 2 months ago
Tech headaches weigh on broader market
Concerns that Nvidia may miss high expectations for its quarterly results and that the technology sector is overvalued have weighed on the broader US…
2 years, 2 months ago
European stocks close in on record highs
Global markets have been subdued over the last 24 hours given the US holiday. In very quiet markets, the STOXX 600 built on its run of four consecuti…
2 years, 2 months ago
Sentiment remains positive for equities despite sticky inflation
While US bond markets continued to sell off last week on higher-than-expected inflation data, equities were less impressed. However, European equitie…
2 years, 2 months ago
Many (near) highs in the stock market
European equities are close to their 2022 highs, Japanese equities are just below their 1989 highs, and US equities closed at an all-time high with t…
2 years, 2 months ago
Markets shrug off US inflation data but recession rears its ugly head
Equity markets rallied yesterday, shrugging off Tuesday’s US inflation data whilst embracing earnings announcements. Slightly tarnishing the mood cam…
2 years, 2 months ago