Podcast Episodes
Back to SearchS&P 500 – all eyes on 4200 points
In last week’s risk-off environment, the Swiss franc and gold have been the safe haven of choice for investors, while government bonds – another trad…
3 years ago
Joe Biden requests more funding to support war efforts
President Joe Biden appealed directly to the American people to support funding for Israel and Ukraine's war efforts. Federal Reserve Chairman Jerome…
3 years ago
Geopolitics dominates market moves
Mounting tensions in the Middle East and fears over elevated bond yields have sent markets into risk-aversion mode, as investors also try to decipher…
3 years ago
US Treasury yields spike on robust data and waning safe-haven flows
A robust set of economic data from the US was enough to push yields sharply higher in recent hours, while safe-haven flows ebbed despite a further es…
3 years ago
Risk-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…
3 years 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…
3 years 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 …
3 years 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…
3 years 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…
3 years 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…
3 years ago