Podcast Episodes
Back to SearchTreasuries rally amid global equity sell-off
The past 24 hours have seen an increasingly precarious backdrop for risk markets. A perfect storm of weak US data and disappointing earnings outlooks…
2 years, 3 months ago
BoJ raises interest rates, but the Fed is expected to hold off today
Ahead of the US Federal Reserve’s policy decision later today, the Bank of Japan raised interest rates to around 0.25% this morning, whilst also anno…
2 years, 3 months ago
Has the market rotation hit a turning point?
The sell-off in large-cap tech companies seemed to have found a pause yesterday, with a Magnificent 7 ETF rising for the second day in a row. This we…
2 years, 3 months ago
Markets start the bumper week on a strong footing – crypto assets rally on Trump
Equity markets are broadly higher following a string of positive economic data on US growth and inflation at the end of last week. The entire crypto …
2 years, 3 months ago
Rotation continues ahead of key US inflation data
Beyond the dominant theme of investors rotating out of technology and into small-cap stocks, another interesting trend has emerged: a shift from grow…
2 years, 3 months ago
Market's AI darlings stumble, Japanese yen rallies
Equity investors are having a tough few days as one after another of the darlings of the past 18 months or so report disappointing Q2 earnings or iss…
2 years, 3 months ago
Earnings season kicks into gear with Tesla and Alphabet disappointing
Luxury companies continue to face cooling demand for their high-end goods in China. And mega-cap tech companies have had a lacklustre start to the ea…
2 years, 3 months ago
Stocks rebound as the first two of the Magnificent Seven are about to report earnings
Stocks are broadly higher as most markets take a breather after last week's dismal performance. The second largest digital token, Ethereum, is outper…
2 years, 3 months ago
‘Did you try to turn it off and on again?’
There has been no summer lull in the markets so far. After last week's broad-based weakness in equity markets, a massive IT outage on Friday that cau…
2 years, 3 months ago
Market rotation is the theme of the week
The move away from large cap technology companies towards small cap and more cyclical names remains the big theme in the markets and led to a broad s…
2 years, 3 months ago