Podcast Episodes
Back to SearchLow volatility in markets – but a lot of push and pull below the surface
While financial markets’ overall ups and downs remain rather muted, there is a lot happening on a single company level with about 180 S&P companies r…
3 years, 5 months ago
A big earnings and economic data week
On the earnings front, Coca-Cola and First Republic Bank, which has been at the centre of a crisis of confidence in mid-sized US banks following the …
3 years, 5 months ago
Downbeat US economic releases
US stocks fell and US Treasuries rallied after the release of disappointing economic reports and some weaker than expected earnings. March inflation …
3 years, 6 months ago
Company earnings offer a mixed bag with a few surprises
With calm returning to financial markets, investors’ attention turned to corporate earnings. L’Oréal and Morgan Stanley came in ahead of expectations…
3 years, 6 months ago
Earnings in focus
The S&P 500 was flat on the day yesterday as there was a mixed bag of earnings. Although the VIX index, a fear gauge for US equities, dropped to its …
3 years, 6 months ago
Markets eke out small gains – but the US dollar remains in the spotlight
Stock markets keep on climbing the wall of worry, with investors seemingly less concerned than equity strategists, as highlighted by major volatility…
3 years, 6 months ago
Inflation data and earnings season in focus
Economic data showing some easing on the inflation front has lifted equity markets around the world, but investors are now turning their attention to…
3 years, 6 months ago
US 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, 6 months 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, 6 months 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, 6 months ago