Podcast Episodes
Back to SearchEquities rally on bullish Fed pivot
After the US Federal Reserve yesterday left interest rates unchanged as expected and signalled interest-rate cuts next year, global stocks gained for…
2 years, 5 months ago
Stocks continue to rally ahead of today's Fed rate decision
Although US consumer price inflation figures came in slightly higher than expected, equities continued their Santa Claus rally, with the S&P500 Index…
2 years, 5 months ago
Investors wait patiently for US inflation numbers
Trading has started this week on a subdued note as investors await the US Consumer Price Index figures later today, which will test the market’s opti…
2 years, 5 months ago
The DAX hits an all-time high and it’s a big week for central banks
The world's major central banks meet this week. Apart from Brazil, no rate changes are expected. The focus will therefore be on their forward-looking…
2 years, 5 months ago
The Japanese yen, India’s equities and AI captivate financial markets
On a day when we await non-farm payrolls data, ahead of a central bank heavy week, one might have expected muted markets. Instead, the three main US …
2 years, 5 months ago
US awaits more labour market data
A string of labour-focused data releases in the US has the potential to move markets at the end of this week. Meanwhile in Europe, traders are increa…
2 years, 5 months ago
ECB speech sparks stock rally in Germany - and bond yields continue to fall
Germany's Dax index, arguably the most cyclical market in Europe, closed at a record high after Isabel Schnabel, a prominent official at the European…
2 years, 5 months ago
US markets falter on disappointing factory orders data
US stock markets slipped yesterday after US factory orders fell by more than expected in October adding to signs that the US economy looks set to slo…
2 years, 5 months ago
US Treasury yields drop like a stone
US equities rallied and bond yields fell sharply on Friday after comments from Fed Chairman Jerome Powell raised market bets that interest rates will…
2 years, 5 months ago
Best monthly return for the 60/40 portfolio since 1991
Equities and bonds rallied in November on the back of softer inflation data and inflation expectations. This was confirmed by yesterday's data releas…
2 years, 5 months ago