Podcast Episodes
Back to SearchAI optimism drives stock markets higher
Nvidia delivered sterling results yesterday, topping analysts’ expectations for earnings per share, revenue and the forecast for quarterly sales. Sto…
2 years, 8 months ago
US stocks hampered by rising bond market yields
US equities fell further yesterday, weighed by concerns over rising Treasury yields ahead of a key speech later this week from Fed Chairman Jerome Po…
2 years, 8 months ago
Tech stocks rally despite rise in bond yields
The sell-off in US bond markets resumed yesterday, pushing yields on typical Treasuries and Treasury Inflation Protected Securities (TIPS) up to leve…
2 years, 8 months ago
Rate cuts in China fail to improve sentiment
Banks in China have cut their short-term lending rates, but markets are disappointed having expected more. Meanwhile, fixed income investors are look…
2 years, 8 months ago
US bond yields rose to their highest since 2007
Higher bond yields in developed markets are spooking equity markets, but some on the bond side see the higher yields as too attractive to miss out on…
2 years, 8 months ago
Encouraging signs from the US do little to pacify investors
Strong economic data out of the US highlighting the country’s resilience contrasts with an increasingly worrying picture in China and economic woes i…
2 years, 8 months ago
China and interest rates weigh on sentiment
Equity markets are pricing in a new reality in which US interest rates will stay higher for longer and China will no longer be a growth engine for th…
2 years, 8 months ago
China cuts, the Fed is done, and the Bank of England has one more hike to go
China's central bank has unexpectedly cut a key interest rate due to weakness in its economy and it being on the brink of deflation, while Japan's ec…
2 years, 8 months ago
Asia-Pacific markets lower on fresh concerns over China's shadow banking sector
Asia Pacific markets are trading lower this morning after reported liquidity concerns at one of China's largest private wealth managers. A team at Go…
2 years, 9 months ago
Market rally proves short-lived after Fed warning
The rally across markets faded into the end of trading as Fed officials warned that the battle against inflation is not yet won, despite a benign US …
2 years, 9 months ago