Podcast Episodes
Back to SearchNvidia provides some fuel for a potential continuation of the AI-rally
Giant chipmaker Nvidia published an eye-watering set of results and forecasts yesterday, sparking a rally in Asian equities this morning. Meanwhile, …
2 years, 8 months ago
Tech headaches weigh on broader market
Concerns that Nvidia may miss high expectations for its quarterly results and that the technology sector is overvalued have weighed on the broader US…
2 years, 8 months ago
European stocks close in on record highs
Global markets have been subdued over the last 24 hours given the US holiday. In very quiet markets, the STOXX 600 built on its run of four consecuti…
2 years, 8 months ago
Sentiment remains positive for equities despite sticky inflation
While US bond markets continued to sell off last week on higher-than-expected inflation data, equities were less impressed. However, European equitie…
2 years, 8 months ago
Many (near) highs in the stock market
European equities are close to their 2022 highs, Japanese equities are just below their 1989 highs, and US equities closed at an all-time high with t…
2 years, 8 months ago
Markets shrug off US inflation data but recession rears its ugly head
Equity markets rallied yesterday, shrugging off Tuesday’s US inflation data whilst embracing earnings announcements. Slightly tarnishing the mood cam…
2 years, 8 months ago
Financial markets caught off guard by sticky US CPI
Equity and bond markets sold off after US CPI data topped estimates. The tech heavy Nasdaq was hit the hardest while the broader S&P 500 fell back be…
2 years, 8 months ago
Consumer sentiment buoyant ahead of US CPI
US consumer expectations for inflation over the medium term have dropped to the lowest level since 2013 ahead of today’s key US CPI inflation print. …
2 years, 8 months ago
Equity markets rally to new highs – but investors are not euphoric
US equity markets are greeting this week at lofty levels, having been driven higher and higher by the tech mega-caps, despite the recent rise in yiel…
2 years, 8 months ago
Strong price reactions to earnings releases
The major US and European stock indices only moved slightly, but the reaction to earnings surprises was very strong, including that of stocks such as…
2 years, 8 months ago