Podcast Episodes
Back to SearchCorporate America buys the dip
Equity markets rebounded strongly last week, driven by tame inflation data, stabilising macro data, and solid earnings. Quant funds are expected to r…
2 years, 2 months ago
Stocks rise as US recession fears abate
Global equities surged, driven by US stocks, as strong retail numbers and encouraging jobless claims alleviated recession fears. US Treasury yields a…
2 years, 2 months ago
Stocks rise further on tame inflation readings – now it’s all about the Fed
This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that ind…
2 years, 3 months ago
Cooling US producer prices fuel equity rally
European equities had a good session despite disappointing sentiment data from Germany while US producer prices rose less than forecast, indicating c…
2 years, 3 months ago
Geopolitical threat sees oil prices spike
Oil prices have rallied on reports that an Iranian retaliatory attack against Israel has grown even more likely and could be imminent. In the US, sto…
2 years, 3 months ago
US economic data and the JPY in focus this week
Global equity markets staged a remarkable recovery from the panic at the start of last week, while government bonds and gold acted as effective hedge…
2 years, 3 months ago
Stocks stage a comeback
US stocks surged yesterday, with the S&P 500 climbing 2.3% in its strongest session since November 2022. The positive market sentiment was fuelled by…
2 years, 3 months ago
Markets consolidate after initial rally - uncertainty remains high
Equity markets rallied after Bank of Japan Deputy Governor Uchida talked down the Japanese yen - but the rally faded into the US close as investors r…
2 years, 3 months ago
Markets bounce back as dip buyers step in
US stocks surged yesterday, recouping some of the losses from the massive sell-off, and the rally continued overnight with all major Asia-Pacific mar…
2 years, 3 months ago
Asia turns a corner amid global equity turmoil
After the global stock-market rout accelerated yesterday, with losses cascading across tech shares and Japanese equities crashing by the most in over…
2 years, 3 months ago