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Jerome Powell did it again - July 3, 2024
Episode 421
In his speech on Tuesday, the Fed chair managed to appease bond markets while helping US indices reach new records, ahead of the July 4 holiday.
Hoste…
2 years, 4 months ago
You can't escape politics - July 2, 2024
Episode 420
Politics are at still at the forefront in the US and Europe, along with monetary policy, of course, since the signs that the US economy is cooling ha…
2 years, 4 months ago
Monetary policy is getting even more confusing - June 26, 2024
Episode 419
The market is unpredictable. Yesterday I wrote about a trend that was emerging, with investors seemingly turning away from tech and moving towards de…
2 years, 4 months ago
Out with AI, in with defensive stocks - June 25, 2024
Episode 418
The tech rout that started at the end of last week continues, with Nvidia being the main target. The stock has retreated by 16% since last Thursday's…
2 years, 4 months ago
Key week for monetary policy
Episode 417
The week is up to a quiet start on Wall Street as traders await key inflation data set for release later in the week. The Personal Income and Outlays…
2 years, 4 months ago
Tech overload on Wall Street - June 21, 2024
Episode 416
Wall Street futures were in the red this morning after Wall Street decided it had enough of tech stocks. Thursday saw a decline in Nvidia's shares, w…
2 years, 4 months ago
Central bank bonanza - June 20, 2024
Episode 415
The global markets are experiencing a mix of gains and cautious optimism, thanks to their usual savior: tech stocks. Wall Street reopens today after …
2 years, 4 months ago
Big tech still runs the show - June 18, 2024
Episode 414
Wall Street's tech stocks have once again reached new heights this week, particularly those focused on artificial intelligence. The Nasdaq is close t…
2 years, 4 months ago
The winner takes it all - June 17, 2024
Episode 413
Global markets are mixed to start the week, as investors await key economic data and central bank meetings. Political uncertainties in Europe, partic…
2 years, 4 months ago
Investors need more time to assess Fed comments - June 14, 2024
Episode 412
Investors are still assessing Wednesday’s hawkish comments from the Fed as well as the many signals that the US economy is cooling. After reaching ne…
2 years, 5 months ago