Podcast Episodes
Back to SearchStocks rise despite weaker than expected economic data
After a sloppy start, US equities managed to close higher yesterday, just below the 4,300-point mark – a level last seen in early May. Oil is lower a…
3 years, 8 months ago
China’s surprise move
China’s central bank cut its policy rate by 0.1% as data highlighting its economic travails was released. Chinese bond yields and the offshore yuan f…
3 years, 8 months ago
Inflation dictates market activity
US equities saw a mixed trading session yesterday, where losses followed gains on speculation that the rally after softer-than-expected inflation dat…
3 years, 9 months ago
Lower than expected US inflation print triggers massive stock market rally
Surprisingly low inflation numbers for July in the US ignited a rally across risk assets yesterday. While US Treasury yields dropped only slightly, t…
3 years, 9 months ago
US tech stocks fall for a third day
US stocks closed in the red as markets are eagerly awaiting the US CPI data release. China’s CPI already released showed an acceleration to 2.7% in J…
3 years, 9 months ago
Global stock market rally pauses
European equity markets closed in the green yesterday, but in the US the major markets pared earlier gains and ended the day broadly flat, reflecting…
3 years, 9 months ago
The US economy has restored all lost jobs
After the strong US employment report last week, inflation reports are on the table for major economies this week, including the US, Brazil, China an…
3 years, 9 months ago
Strong US equities ahead of today’s US jobs report
The tech-heavy Nasdaq 100 index is up 19% since its low in June, just short of meeting the technical definition of a bull market. Sipho Arntzen, Next…
3 years, 9 months ago
Risk-on mode continues
Global stocks continued their advance yesterday, reducing year-to-date losses to about 15%. The Bank of England is set to deliver the biggest interes…
3 years, 9 months ago
Pelosi’s Taiwan visit in the limelight
US House of Representatives Speaker Nancy Pelosi has landed in Taiwan and promised that the US will not abandon Taiwan in the face of Chinese pressur…
3 years, 9 months ago