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Which Powell will we get? March 20, 2024
Episode 361
The day that investors have been waiting for is finally here. At 2pm, we’ll have the Fed’s monetary policy decision, followed by Jerome Powell’s spee…
2 years, 7 months ago
All eyes on the Fed - March 19, 2024
Episode 360
We had a flurry of announcements from Nvidia yesterday, and two central banks adjusted their monetary policies overnight, but it's the US Federal Res…
2 years, 7 months ago
Central bank bonanza - March 18, 2024
Episode 359
This week, we’re expecting no less than five decisions from leading central banks. The program kicks off on Tuesday with the Bank of Japan and the Ba…
2 years, 7 months ago
Old demons return as tech takes a dive - March 15, 2024
Episode 358
With an important US central bank monetary policy meeting just days away, investors have lost some of their appetite for tech stocks. It’ll probably …
2 years, 7 months ago
Is it time to freak out? March 14, 2024
Episode 357
Investors don’t seem to care about rate cuts these days. Inflation data coming in above expectations in the past few weeks hasn’t caused any turmoil.…
2 years, 8 months ago
Not a care in the world - March 13, 2024
Episode 356
It is sometimes complicated to anticipate and understand market reaction to new data. Indeed, yesterday’s higher than expected inflation reading didn…
2 years, 8 months ago
Another disappointment - March 12, 2024
Episode 355
Inflation in the US picked up in February, disappointing investors who had expected it to remain stable, according to the CPI index that was just pub…
2 years, 8 months ago
Are good times already over?
Episode 354
The AI fever that took hold of investors in the past few months is showing some signs of easing. Investors are wondering if things are going a bit t…
2 years, 8 months ago
Make of that what you will
Episode 353
The market is not ready to end its bullish phase. Investors are still enamored with anything artificial intelligence, while central banks hinted that…
2 years, 8 months ago
Good signals from central banks - March 7,2024
Episode 352
The mood is brighter this morning, with futures and most Western indices being in the green. After a brief hesitation yesterday, equity markets quick…
2 years, 8 months ago