Podcast Episodes
Back to SearchFiscal policy is the elephant in the room
Markets are basically on hold ahead of the US rate decision tomorrow. The oil rally, which has the potential to raise risks to inflation, has us on t…
2 years, 11 months ago
Oil prices rise to a 10-month high
Oil prices hit a 10-month high on Friday driven by Saudi Arabian production cuts and optimism around Chinese demand. The Federal Reserve is debating …
2 years, 11 months ago
Strong US retail sales vs ECB’s lower growth forecast
European equities rallied yesterday on the prospect of an end to the European Central Bank's tightening cycle even as the growth outlook was downgrad…
2 years, 11 months ago
US CPI nudges higher as ECB mulls a hike or pause
Following yesterday’s US inflation data, which came in marginally higher than expectations, today it’s the turn of the European Central Bank to decid…
2 years, 11 months ago
Tech stocks under pressure ahead of US inflation data
Tech stocks are under pressure after Oracle missed on earnings and gave a rather gloomy outlook and Apple's 'Wonderlust' event failed (so far) to ins…
2 years, 11 months ago
Riding 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, 11 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, 11 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, 11 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…
3 years 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…
3 years ago