Podcast Episodes
Back to SearchUS inflation slows, raising prospect of further rate hike
Softening US inflation suggests the US Federal Reserve is likely to raise interest rates by a further 25 basis points at its next meeting in May, alt…
3 years, 1 month ago
Markets trade in narrow ranges before the all-important US inflation report
While Tech shares remained under pressure, closing down for the 5th time in 6 days yesterday, the rest of the market traded rangebound ahead of today…
3 years, 1 month ago
US labour market cools whilst China’s inflation remains muted
Non-farm payroll data out of the US on Friday saw hiring growth moderating and wage rises easing. In China, data published today revealed muted infla…
3 years, 1 month ago
Rising recession risks keep markets busy
Stock markets are torn between the rising recession risks and expectations that yields will fall - defensive sectors have outperformed over the last …
3 years, 1 month ago
Stock markets wobble again
US stocks snapped a four-day winning streak yesterday as concerns about the banking sector and the broader economic outlook persist. In addition, com…
3 years, 1 month ago
Markets mixed as investors assess outlook after weaker US factory data
US equities finished mixed in trading yesterday, as investors weighed the weaker-than-expected ISM manufacturing data against inflation concerns foll…
3 years, 1 month ago
OPEC+ cut oil production
OPEC+ announced an unexpected cut in oil production of more than a million barrels per day, breaking its promise to maintain supply stability and int…
3 years, 1 month ago
The Fed’s preferred inflation measure out today
US large-cap equities had another strong day, and the Biden administration wants to strengthen banking regulation. China’s non-manufacturing PMI data…
3 years, 1 month ago
Equity markets advance ahead of US core PCE deflator
Global equities advanced yesterday, and investors are now turning their focus to tomorrow’s core PCE deflator data. The Bank of England has warned th…
3 years, 1 month ago
Government bond yields rise as some calm returns to equity markets
With nerves calmed, traders have started to reassess the odds of additional interest rate hikes in Europe and the US. Leonardo Pellandini, Equity Str…
3 years, 1 month ago