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Trading on Whispers Alone
Trading on Whispers Alone

Episode 706

With the data pipeline jammed, markets are stumbling through the dark - clutching at Fed whispers and trading on hunches rather than hard numbers. A …

11 months, 1 week ago

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Still Not Enough
Still Not Enough

Episode 705

A year defined by extraordinary enthusiasm for artificial intelligence is now ending with doubt, forcing traders to wonder if the future has been ove…

11 months, 2 weeks ago

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Tech Soars, Labour Slows
Tech Soars, Labour Slows

Episode 704

America's economy is offering investors a curious split-screen moment: a labour market that is cooling and a technology sector that refuses to get th…

11 months, 2 weeks ago

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The AI Trade's Moment of Truth
The AI Trade's Moment of Truth

Episode 703

For much of this year, investors have treated artificial intelligence as a kind of all-purpose upgrade: something that could smooth over worries, sim…

11 months, 2 weeks ago

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Traders Strap In, Again
Traders Strap In, Again

Episode 702

America's stock market is getting more and more volatile. The AI dream machine is sputtering, the Fed has misplaced its magic wand, and even the tech…

11 months, 2 weeks ago

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Data Drought Breaks and Markets Brace for the Flood
Data Drought Breaks and Markets Brace for the Flood

Episode 701

After six weeks of government silence, America's statistical machinery is humming back to life. The country has just emerged from its longest-ever go…

11 months, 2 weeks ago

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Uncertainty Spreads Faster Than Data
Uncertainty Spreads Faster Than Data

Episode 700

Investors accept volatility as part of the landscape, though the recent bout is beginning to test their patience. Signals from the Federal Reserve tu…

11 months, 3 weeks ago

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Rotation in a Foggy Market
Rotation in a Foggy Market

Episode 699

Washington may have booted the government back online, but only on a trial basis, leaving the country's finances running on borrowed time. Markets, h…

11 months, 3 weeks ago

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Washington's Drama Winds Down (For Now)
Washington's Drama Winds Down (For Now)

Episode 698

After 42 days of bureaucratic paralysis, America's government looks set to reopen. The pending compromise to end the shutdown has cheered investors, …

11 months, 3 weeks ago

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Markets Seek Direction
Markets Seek Direction

Episode 697

Today's session, like yesterday's, is marked by the end of a record-breaking budgetary deadlock in the United States. Wall Street weathered the lates…

11 months, 3 weeks ago

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