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Markets follow a different pattern - April 8, 2024
Episode 371
Investors have long been obsessed with monetary policy, but it's clear that they're becoming less and less concerned, hypnotized by the strength of t…
2 years, 7 months ago
Have investors resigned themselves to fewer rate cuts? April 5, 2023
Episode 370
The words of central bankers are always gospel to investors. The problem is that there have been some conflicting messages lately. The release of mon…
2 years, 7 months ago
Wall Street keeps rising - April 4, 2024
Episode 369
It seems that the US job market is cooling according to the latest data, and investors might take this as a sign that a rate cut in June is getting l…
2 years, 7 months ago
All eyes on Powell - April 3, 2024
Episode 368
The mood is changing on stock markets, with global indices turning red since the start of April due to worries about the path of rate cuts this year.…
2 years, 7 months ago
The Fed and investors agree on the timing of rate cuts - April 2, 2024
Episode 367
Wall Street opened in the red this morning, weighed down by health insurers. Investors are also reassessing their scenarios for rate cuts this year a…
2 years, 7 months ago
Investors only care for Easter - March 28, 2024
Episode 366
Today is the final trading session of the week for the Western stock markets and Wall Street opened mixed due to better-than-expected economic data. …
2 years, 7 months ago
Focus on Waller, PCE and Powell -March 27, 2024
Episode 365
Today's session is likely to be a bit calm, before things get a bit more serious on Thursday and Friday, when the final US GDP reading for the final …
2 years, 7 months ago
The market's a bit of a bore - March 26, 2024
Episode 364
Equity markets are experiencing their first seasonal trough of the year. This usually happens between two earnings periods. Companies have almost fin…
2 years, 7 months ago
A few lessons to learn
Episode 363
Rates are high, but at the same time the economy is picking up. As a result, the situation is good for asset holders, and may even improve further sh…
2 years, 7 months ago
Business as usual - March 21, 2024
Episode 362
The US central bank did and said what investors expected it to do. The stock markets took this as confirmation of their right to continue moving forw…
2 years, 7 months ago