Podcast Episodes
Back to SearchRisk-on Monday
The view that the conflict in the Middle East may remain geographically limited with little impact on markets was the leading narrative yesterday. US…
2 years, 10 months ago
Geopolitics remain in focus as earnings season gathers pace
As the US and its allies stepped up efforts to prevent further escalation in the Israel-Hamas conflict, safe-havens lost some ground and helped equit…
2 years, 10 months ago
US CPI leaves traders wondering about the Fed's future path
Although the latest US CPI figures were only slightly higher than expected, they were a welcome trigger for traders to take some profits after a few …
2 years, 10 months ago
Stock markets broadly higher ahead of key US inflation data
Equity markets are clearly anticipating a CPI report today that will show inflation slowing in the US, as most of the main global indices closed thei…
2 years, 10 months ago
Drop in Treasury yields helps stock markets
US Treasury yields posted their biggest one-day drop all year on expectations that the US Federal Reserve has finished raising interest rates, and as…
2 years, 10 months ago
US Treasuries gain the most since March
The US National Security Council has announced a security aid package for Israel, and that more support will be announced in the near future. Treasur…
2 years, 10 months ago
Middle East conflict weighs on market sentiment
US stocks staged an impressive turnaround on Friday, but market sentiment is subdued this morning following the escalation in the Middle East. In res…
2 years, 10 months ago
Markets await the US non-farm payroll report
The market is focused on today's US employment report. Expectations are for an increase of 170,000 in non-farm payrolls last month, and any sharp dev…
2 years, 11 months ago
Gold isn’t glittering
Not such good news from the jobs market was good news for financial markets yesterday with US Treasury yields declining and US equities bouncing off …
2 years, 11 months ago
Equity markets crumble on rising yields and political uncertainty
A single report of a stronger-than-expected US labour market was enough to trigger another sell-off in equities yesterday. Dario Messi, Fixed Income …
2 years, 11 months ago