Podcast Episodes
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The start of a new bull market? January 22, 2024
Episode 321
Wall Street is breaking new records: investors flocked to US technology stocks and Japanese equities. The S&P 500 broke its record. This is despite i…
2 years, 9 months ago
Tech rally keeps Wall Street in the green - January 19, 2024
Episode 320
The likelihood that rate cuts will happen as soon as March dropped significantly, but not completely. Indices bounced back, lifted by a rally in the …
2 years, 9 months ago
The US economy proves resilient, and so is investor sentiment - January 18, 2024
Episode 319
Despite several speeches from central bankers warning that the fight against inflation isn’t over and that rate cuts are not the order of the day, mo…
2 years, 9 months ago
Investor optimism is tested to the max - January 17, 2024
Episode 318
They had high hopes for March rate cuts, but a series of macroeconomic data and central bank speeches are slowly but surely denting investor sentimen…
2 years, 9 months ago
Trump is back (and so is Wall Street)
Episode 317
Wall Street reopens after a long weekend for Martin Luther King jr. Day, and futures are in the red. Investors are assessing the consequences of Dona…
2 years, 9 months ago
Earnings and inflation
Episode 316
US equity futures were lower this morning as investors assessed quarterly earnings from major US banks after Thursday's higher-than-expected inflatio…
2 years, 10 months ago
Investors keep their cool despite inflation data _ January 11, 2024
Episode 315
The much-anticipated US inflation data was just published and investors are busy fine-tuning their forecasts for the date of the Fed's first rate cut…
2 years, 10 months ago
In wait-and-see mode - January 10, 2024
Episode 314
Investors are trading cautiously ahead tomorrow’s inflation data, with futures on the main three Wall Street indices flat on Wednesday. They are eage…
2 years, 10 months ago
Nvidia comes to Wall Street's rescue - January 09, 2024
Episode 313
After a difficult first week of 2024, stock market indices are trying to bounce back. Investors have found renewed confidence that rate cuts are comi…
2 years, 10 months ago
US job data raises doubts about the Fed's next moves - January 05, 2024
Episode 312
The optimism about Fed rate cuts that dominated December is quickly fading, and futures on Wall Street’s main indices were in the red this morning. I…
2 years, 10 months ago