Podcast Episodes
Back to SearchFinancials and the Fed driving the market
Wall Street suffered a losing session yesterday, dragged down by financials and concerns that higher interest rates could leave banks exposed to loan…
3 years, 7 months ago
Markets digest Powell’s rate hike comments
After suggesting on Tuesday that the US Federal Reserve might be prepared to increase the pace of interest rate hikes again, in his testimony the Fed…
3 years, 7 months ago
Fed Chairman Jerome Powell’s impact on markets
Jerome Powell warned yesterday that the “the ultimate level of interest rates is likely to be higher than previously anticipated”, which set in motio…
3 years, 7 months ago
Markets rangebound before Jerome Powell’s Senate testimony
The rally on equity markets fizzled out towards the end of the trading day in the US as traders started squaring positions ahead of Federal Reserve C…
3 years, 7 months ago
China sets a cautious growth target
The annual National People’s Congress in China got underway yesterday and China has set a cautious growth target of “around 5%” for this year. With e…
3 years, 7 months ago
Interest rates could rise more than expected
Interest rates could continue to rise in both the US and the eurozone. In the US, recent stronger-than-expected economic data has the potential to pr…
3 years, 7 months ago
Further rate increases needed to fight inflation
Stock and bond markets fell yesterday as investors adjusted their outlook on peak rates after data highlighted persistent inflationary pressures. Our…
3 years, 7 months ago
A deep dive into our fixed income strategy and China
Strong economic data out of China sent positive waves through the markets - certainly a nice change after February’s losses. In today's episode, Dari…
3 years, 7 months ago
Positive US data releases again
After three weeks of losses, US equities staged a minor advance on Monday as better-than-expected US economic data releases fueled the higher-for-lon…
3 years, 7 months ago
The post-Brexit deal and the fight between bulls and bears
In preparation for an expected announcement on a post-Brexit deal for Northern Ireland, UK Prime Minister Rishi Sunak and European Commission Preside…
3 years, 7 months ago