Podcast Episodes
Back to Search
A little reprieve before the corporate earnings rush - April 22, 2024
Episode 381
Escalating tensions in the Middle East, doubts over the trajectory of Fed interest rates and the sharp decline in US technology stocks, particularly …
2 years, 6 months ago
It was better before... April 19, 2024
Episode 380
Escalating tensions between Israel and Iran are unsettling investors, sending global indices down. The favorable stock market environment seen at the…
2 years, 6 months ago
Tech strength lifts Wall Street - April 18, 2024
Episode 379
Lately, when things go wrong on the inflation side, tech is there to save the day. This is true today, after strong results from semiconductor giant …
2 years, 6 months ago
The market is pinning its hopes on earnings reports - April 17, 2024
Episode 378
Equity markets remain subdued as hopes of a near-term rate cut in the US fade. Will corporate results act as a new catalyst? Perhaps, since UnitedHea…
2 years, 6 months ago
Market sentiment sours - April 16, 2024
Episode 377
Stock markets seem to have entered a more complex phase, which is eroding investor confidence at the start of the first quarter earnings season. The …
2 years, 6 months ago
Market outlook is uncertain, but optimism prevails
Episode 376
Investors are struggling to form a clear view on whether or not the upturn in US inflation is here to stay and whether it represents a paradigm shift…
2 years, 6 months ago
Overreacting much? April 12, 2024
Episode 375
Earnings season kicks off today with the first major set of quarterly results of the season, featuring the giants of American finance. Investors are …
2 years, 7 months ago
Will there be any Fed rate cuts this year? April 11, 2024
Episode 374
Wall Street indices lost 1% yesterday after a statistic that reshuffled the deck on the evolution of U.S. monetary policy. However, there was a litt…
2 years, 7 months ago
The latest inflation data is seriously testing investor optimism - April 10, 2024
Episode 373
Wall Street indices have – surprisingly - been very resilient in the past few days despite signs that rate cuts might not coming as soon as the marke…
2 years, 7 months ago
Conflicting signals on rate cuts - April 9, 2024
Episode 372
Investors are anxiously awaiting Wednesday’s key inflation data from the US and Thursday’s European Central Bank's interest rate decision. They want …
2 years, 7 months ago