Podcast Episodes
Back to SearchMarket darlings take a beating as political markets are back in focus
Stocks, especially those in the IT and communication services sectors, came under heavy pressure yesterday as investors were forced to price in new p…
2 years, 3 months ago
The rotation in equities continues and gold reaches new highs
Rotation is the key word in financial markets at the moment, as leadership of the US market has shifted very quickly from the Magnificent 7 to the br…
2 years, 3 months ago
US stocks cheer Mr Trump as Europe gets China blues
US stock markets are broadly higher as the odds increase that former President Donald Trump will return to the Oval Office in 2025. Meanwhile, Europe…
2 years, 3 months ago
Markets digest data, earnings and an assassination attempt
European and US markets closed the week higher with some stock rotation in evidence after Thursday’s US CPI data fuelled optimism of a first Fed rate…
2 years, 3 months ago
Sticky inflation becoming unstuck
Bond markets rallied as signs of US disinflation reinforced bets the Fed will cut rates in September. This led to heavy profit-taking in the big tech…
2 years, 4 months ago
Markets buoyant ahead of CPI data
Big tech and chip companies were the main drivers of stock markets yesterday ahead of the all-important US June CPI data due out today. Even the CAC …
2 years, 4 months ago
Renewed Fed rate cut hopes fuel US equity market gains
US stocks inched higher yesterday with the S&P 500 and Nasdaq indices reaching new record highs following Fed Chair Powell’s encouraging remarks that…
2 years, 4 months ago
US and Japanese markets reach new peaks
While European markets remain preoccupied with the prospect of a prolonged period of political uncertainty in France, investors in the US are shiftin…
2 years, 4 months ago
No clear path after the French elections
The bond market is starting to think about what another Trump presidency could mean for yields. Despite slowing inflation and weak growth figures in …
2 years, 4 months ago
French equities outperform ahead of weekend elections
With the US celebrating Independence Day yesterday, investors turned their attention to Europe where French equities continue to outperform ahead of …
2 years, 4 months ago