Podcast Episodes
Back to SearchEquities rally as major central banks hint at rate cuts ahead
Both European and US stock market indices rally to new all-time highs as the two most important central bankers hint at interest rate cuts as early a…
2 years, 7 months ago
Global equities rally further on market optimism
After Fed Chair Jerome Powell’s congressional testimony yesterday, US equity markets rallied further, recouping some of Tuesday's pullback. And Europ…
2 years, 7 months ago
The Magnificent Seven under the weather
Markets were on the back foot yesterday, dragged down by tech giants such as Tesla and Apple, which added to their year-to-date losses. While tech st…
2 years, 7 months ago
A big day in politics
It’s a big day in politics today. Not only is it Super Tuesday in the US where primaries are being held, but China has also kicked off its National P…
2 years, 7 months ago
Can stocks maintain the relentless rally?
European and US equity indices reached new highs on Friday and indeed, one bank has now set a 5,400 year-end target for the S&P 500. And the rally co…
2 years, 8 months ago
Equities in China and Japan outperform in February
The release of US and European inflation data eased concerns about renewed price pressures, pushing bond yields lower and giving a boost to US equiti…
2 years, 8 months ago
Bitcoin rallies on supply squeeze - but the European Central Bank sows doubts
While equities traded slightly lower yesterday ahead of some key economic data due today, all the action was around Bitcoin, the largest digital asse…
2 years, 8 months ago
Subdued markets await tomorrow's inflation print
While most investors are eagerly awaiting tomorrow's US inflation numbers, yesterday's data releases have raised some doubts about the stability of t…
2 years, 8 months ago
US markets take a breather while Japanese inflation surprises to the upside
US benchmark equity indices broke their winning streak yesterday as fresh economic data underwhelmed investors. In Japan, core consumer inflation slo…
2 years, 8 months ago
Data makes it difficult to time the first rate cuts
While equity markets are pushing higher, bond investors need to navigate carefully. Last week’s FOMC minutes, PMIs and employment data, all had a haw…
2 years, 8 months ago