Podcast Episodes
Back to SearchUS jobs data to take centre stage
After US Treasuries and the S&P 500 index advanced for a fourth consecutive month in August, investors brace for September, a typically challenging m…
2 years, 2 months ago
More US stocks rose than fell, even as Nvidia dropped
Nvidia did not meet lofty earnings expectations and its stock fell 6%, while revised Q2 US GDP figures beat expectations at 3%, meaning more stocks r…
2 years, 2 months ago
Markets, the Fed and gold: Our CIO’s latest views
Markets braced themselves for Nvidia’s Q2 results yesterday with the top three indices all closing lower on the day. Nvidia then delivered results th…
2 years, 2 months ago
Everyone’s waiting for Nvidia
Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step…
2 years, 2 months ago
Market divergence sees Dow surge to record high amid tech sell-off
US equity benchmarks struggled in trading yesterday with the S&P 500 and Nasdaq indices posting losses amid a rotation out of big tech and into small…
2 years, 2 months ago
Jerome Powell ignites risk assets – next up: Nvidia results
Risk assets ended the week on a strong note after Jerome Powell made it almost certain that interest rates will be cut next month. This led to a furt…
2 years, 2 months ago
Slower to lower?
Markets saw a decent pullback over the last 24 hours, with the S&P 500 recording its worst daily performance for over two weeks. Meanwhile, the 10-ye…
2 years, 2 months ago
Anticipating Jackson Hole: stocks surge, yields dip, and gold shines
Stocks continue their upward march as markets gear up for the much-anticipated Jackson Hole Symposium, commencing today. Preliminary payroll revision…
2 years, 2 months ago
Stock rally hits a wall on shaky investor sentiment
Global equities have paused in their winning streak, posting losses ahead of revisions to US jobs data due today. Dario Messi, Head of Fixed Income R…
2 years, 2 months ago
The recovery rally continues
European and US equities extended their rebound yesterday, starting the new trading week on a strong footing and maintaining the momentum built last …
2 years, 2 months ago