Podcast Episodes
Back to Search
US and Iran agree 2-week ceasefire that will open Strait of Hormuz
Oil fell the most in nearly six years, while stocks surged after the US and Iran agreed to a two-week ceasefire just hours before a Trump-imposed dea…
2 months, 3 weeks ago
Markets on edge as oil, inflation, and AI drive a fragile mood
Equity gains on Monday were modest and fragile. Risk appetite is fading as investors focus on President Trump’s deadline, rising oil prices, and Midd…
2 months, 3 weeks ago
The View Beyond: The continued resilience of emerging market equities
Despite a significant selloff following the outbreak of conflict in the Middle East, global emerging market equities have demonstrated a surprising d…
2 months, 4 weeks ago
Tensions rise, markets shift after Trump dashes hopes of a quick resolution
In his highly anticipated address to the nation, President Trump dashed hopes of a swift resolution to the conflict with Iran, announcing that the US…
3 months ago
Equity markets finish a turbulent March with a solid rebound
Global markets showed signs of recovery yesterday after a highly volatile March, with European equities stabilising and US indices staging an impress…
3 months ago
Markets torn between growth and inflation; an AI-dawn in healthcare?
Despite strong German inflation, global bond yields fell as markets shifted from inflation concerns to weakening growth signals. Soft Swiss KOF and E…
3 months ago
US-Iran war escalates further
Risk-off sentiment dominated the end of last week, with the S&P 500 posting its fifth consecutive weekly decline. Markets remained broadly cautious a…
3 months ago
The View Beyond: Energy markets and the economic outlook amid the ongoing war in the Middle East
As the war in the Middle East continues, energy markets are still at the centre of investors’ attention. How resilient are global oil and gas flows, …
3 months ago
An anything-but-oil day and navigating fixed income markets
Markets saw another sharp risk‑off move yesterday as fears of escalation in the Iran war pushed investors out of everything except oil. Inflation wor…
3 months ago
Global rally cools, social‑media firms lose key case
Global equities rose on Wednesday as hopes of a path to peace in the Middle East and lower oil prices lifted sentiment. The MSCI World Index gained n…
3 months, 1 week ago