Podcast Episodes
Back to SearchFears of US yields rising further drag equities lower
September continues to live up to its bad reputation in financial markets, with equities down between 3% and 7% and bond yields continuing to rise. T…
3 years, 1 month ago
European and US equity markets diverge
Investor sentiment in Europe took a hit yesterday as concerns around interest rates staying higher for longer and renewed fears in the Chinese econom…
3 years, 1 month ago
Central banks rain on stock market’s parade
Equity markets closed the week lower after comments from the leading central banks forced investors to realise that they will be stuck with higher ra…
3 years, 1 month ago
Central banks made bonds sell off
This week, one central bank after another made it clear that interest rates need to stay higher for longer. As a result, government bond yields rose …
3 years, 1 month ago
Markets fall after 'hawkish hold' by the Federal Reserve
The Federal Reserve left interest rates unchanged but hinted at one more hike in the US this year and that rates will stay higher for longer than mar…
3 years, 1 month ago
Markets breathe a sigh ahead of Fed decision
Amid rising pricing pressure in the energy sector, today it’s the turn of the US Federal Reserve to announce its latest interest rate decision. UK CP…
3 years, 1 month ago
Fiscal 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…
3 years, 1 month 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 …
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month ago