Podcast Episodes
Back to SearchWith the Fed likely done with rate hikes, the year-end rally is on its way
Friday's US non-farm payrolls report, which showed signs of a cooling US labour market, triggered a rally in equities and a fall in bond yields. Mens…
2 years, 11 months ago
Positive reaction to upside earnings surprises
US equities are on course for their best week of the year. Apple disappointed with its earnings release after the US close. Companies that surprised …
2 years, 11 months ago
Central banks in the spotlight
US equities and Treasuries were stronger after the Fed decided to leave its key interest rate unchanged and Jerome Powell hinted that the hiking cycl…
2 years, 11 months ago
Investor sentiment diverges ahead of Fed decision
As inflation continues to retreat in the eurozone, consumer confidence in the US falls on worries around business conditions and the cost of living. …
2 years, 11 months ago
US earnings recovery, European earnings recession
With no major geographical escalation over the weekend, US equities rose on Monday, helped by companies such as McDonald's which surprised on the ups…
2 years, 11 months ago
The night is darkest before the dawn - it's make-or-break week for markets
The US yield curve appears stuck and the S&P 500 index is down more than 10% from its highs earlier this year. This week's Federal Reserve decision o…
2 years, 11 months ago
Markets soothed by US GDP growth and tech earnings’ beat
Asian equity markets were stronger this morning and US futures are higher following better than expected US GDP growth and strong earnings from two t…
3 years ago
Markets dragged lower by lacklustre company earnings
While US new homes sales rose strongly, highlighting the remarkable resilience of the US economy, it’s the Q3 earnings season that continues to domin…
3 years ago
Earnings dominate headlines
US equities snapped a five-day losing streak yesterday, supported by slightly lower Treasury yields and solid earnings. In Europe, all eyes are on th…
3 years ago
Lower yields, mergers and a crypto rally drive markets
Lower yields after 'things have gone too far', two mega-mergers and the earnings season in full swing this week have driven markets in recent hours. …
3 years ago