Podcast Episodes
Back to SearchUS 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, 6 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, 7 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, 7 months ago
Equities soar as bond yields plunge
Global stocks are on course for their best month in three years, as bond yields continue to tumble on speculation that the US Federal Reserve is done…
2 years, 7 months ago
Fed speak triggers a US Treasury rally – stocks have not reacted (yet)
Federal Reserve Governor Christopher Waller triggered the US Treasury market to rally by saying that he believes that monetary policy is tight enough…
2 years, 7 months ago
Investor sentiment buoyed on bets of an end to Fed hiking cycle
While economic data prints out of the US showed signs of weakness yesterday, bets that the US Federal Reserve is almost done with its rate-hiking cyc…
2 years, 7 months ago
Yields rise ahead of fresh inflation data, but equities remain ‘all green’
Yields rose across the board towards the end of last week, albeit in thin trading. Meanwhile, equities may be due for a pause before the rally contin…
2 years, 7 months ago
Investors await US PMI data
All the major European indices gained yesterday. Today, US PMI data is due. Pharmaceutical company Bayer has said it was unaware of the results of it…
2 years, 7 months ago
Investor sentiment buoyed by mixed data and lower yields
Global equities advanced yesterday as US Treasury yields briefly fell to their lowest level in two months. And in Europe, far-right leader Geert Wild…
2 years, 7 months ago
US Treasury auctions are of interest again
ECB President Christine Lagarde said the fight against inflation is not over, with the focus now on the impact of wage rises, while the US Federal Re…
2 years, 7 months ago