Podcast Episodes

Cautious rally

US equities recovered some of their losses yesterday, with Asia following suit, but concerns remain about the pace of US Federal Reserve tightening, …

3 years, 9 months ago

Higher than expected US inflation

US inflation fell less than expected in August sparking a broad-based sell-off across markets. David Kohl, Chief Economist, provides further insights…

3 years, 9 months ago

All eyes on US inflation today

Ahead of key consumer price data due today, stocks rallied around the world yesterday, with risk sentiment lifted on speculation that inflation is ne…

3 years, 9 months ago

US inflation data in focus this week

US equities rebounded from a three-week losing streak last week, even as bullish sentiment in investor surveys continued to deteriorate.

The main econ…

3 years, 9 months ago

Monetary policy remains in focus

Both the European Central Bank (ECB) and the US Federal Reserve remain committed to bringing down inflation by rising rates further. Meanwhile, UK po…

3 years, 9 months ago

All eyes on the ECB

The European Central Bank (ECB) takes centre stage today and is set to hike rates by either 50 or 75 basis points. Carsten Menke, Head of Next Genera…

3 years, 9 months ago

New Treasury-yield highs provide fuel for the dollar

Global stock markets extend their declines as the US dollar continues to strengthen, assisted by higher Treasury yields. Crude oil has fallen to its …

3 years, 9 months ago

New UK Prime Minister

Liz Truss has won the conservative party leadership election and will become the next Prime Minister in the UK. Norbert Ruecker, Head of Macro and Ne…

3 years, 9 months ago

European energy news dominates market action today

US market action started positive on Friday following the release of a better-than-expected US payroll report. However, concerns about interest rates…

3 years, 9 months ago

Global bonds tumble into a bear market

The global bond sell-off means they have now fallen into their first bear market for a generation. Today investors await the US jobs report for Augus…

3 years, 10 months ago