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Tesla, Apple and China’s delusions - March 5, 2024
Tesla, Apple and China’s delusions - March 5, 2024

Episode 351

Beijing's new objectives don't seem to be thrilling many people this morning. It was supposed to be a big day for China, with a new path, new measure…

2 years, 8 months ago

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China, Powell and the ECB are the focus of investors this week - March 04, 2024
China, Powell and the ECB are the focus of investors this week - March 04, 2024

Episode 350

The rush towards artificial intelligence stocks continues unabated. It's reminiscent of the Internet craze of 25 years ago, but with (very) profitabl…

2 years, 8 months ago

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March has big shoes to fill - March 1, 2024
March has big shoes to fill - March 1, 2024

Episode 349

Tech stocks and Japan are rising, China struggles, the Fed is waiting for more data… It still feels like 2023! On a more serious note, things are goi…

2 years, 8 months ago

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Just as expected - February 29, 2024
Just as expected - February 29, 2024

Episode 348

That was the data everybody was waiting for, since it has a major impact on future monetary policy in the United States. Investors have recently give…

2 years, 8 months ago

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The calm after the storm
The calm after the storm

Episode 347

When a rally ends, it is often followed by a few quiet sessions. Yesterday, global indices remained within a small range, resulting in a few shades o…

2 years, 8 months ago

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What could go wrong? February 27, 2024
What could go wrong? February 27, 2024

Episode 346

The atmosphere is calm on Wall Street as investors take a wait-and-see attitude before key data later this week. Wall Street landed yesterday after a…

2 years, 8 months ago

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How long will this bullish phase last? February 26, 20024
How long will this bullish phase last? February 26, 20024

Episode 345

Things could have gone either way last week. Nvidia’s earnings report, if disappointing - could have ended investors’ fever on anything related to AI…

2 years, 8 months ago

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Nvidia and the moon - February 23, 2024
Nvidia and the moon - February 23, 2024

Episode 344

Yesterday’s session was quite something: Investors reacted to Nvidia’s stratospheric results with glee and indices shattered a few records. Today’s s…

2 years, 8 months ago

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Phew! The party continues! February 22, 2024
Phew! The party continues! February 22, 2024

Episode 343

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

2 years, 8 months ago

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The fate of the market depends on this - February 21, 2024
The fate of the market depends on this - February 21, 2024

Episode 342

 Investors are trading carefully ahead of chip designer Nvidia's eagerly awaited earnings report that could either stop or further boost this year's …

2 years, 8 months ago

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