Podcast Episodes
Back to SearchRiding the tech wave
Stocks around the world are being boosted not only by expectations that the Fed will pause its rate hike cycle next week, but also by investors buyin…
2 years, 9 months ago
A positive end to a losing week
Investors breathed a small sigh of relief on Friday as European and US equity markets halted their losing streak, closing the day, if not the week, m…
2 years, 9 months ago
When is an apple not an apple? When it’s a spanner of course!
Yes, Apple Inc. was the spanner in the equity markets’ works yesterday. In all fairness, it was actually the Chinese government turning the screw on …
2 years, 9 months ago
Brent oil at a new high this year – quo vadis from here?
Good news on the US economy was bad news for US equities yesterday as increased interest rate expectations weighed on stocks. An expanded ban on usin…
2 years, 9 months ago
Equities under pressure as bond yields, oil and the dollar all rise
After Saudi Arabia and Russia both pledged to extend their supply cuts until the end of the year, oil has rallied, pushing yields higher and interrup…
2 years, 9 months ago
China optimism fades on weak data print
As sluggish demand continues to plague the Chinese economy, investor sentiment takes a renewed hit on more disappointing data out of China. Today’s C…
2 years, 9 months ago
Economic stimulus from China boosts equities
After US labour market data drove up stock prices on Friday, today it is China and its government's measures intended to prop up its ailing economy t…
2 years, 10 months ago
Fed’s eyes on today’s US employment report
The US employment report will take centre stage today and it could well impact the US Federal Reserve’s future interest rate decisions. In China, aut…
2 years, 10 months ago
More data moves markets
Lower-than-expected Q2 US GDP data yesterday added to investors’ hopes that the Fed might take a breather in its hiking cycle. Stock markets might ha…
2 years, 10 months ago
A welcome cooling in the US labour market
The cooling of the US labour market suggests that the US Federal Reserve may pause its rate hike cycle in September. This sent equity prices soaring …
2 years, 10 months ago