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A little bit bad feels good
Episode 290
Despite a small dip in equity markets yesterday, investors' appetite for risk shows no sign of abating. Poor macroeconomic indicators reinforce the l…
2 years, 11 months ago
Time for profit taking - November 27, 2023
Episode 289
After four weeks of gains, stock markets are catching their breath, but the fuel that has been driving them lately has not yet run out. Four sessions…
2 years, 11 months ago
Not good enough! November 22, 2023
Episode 288
Today is the last trading session before Thanksgiving, and futures were slightly higher in premarket trading, in anticipation of the release of a ser…
2 years, 11 months ago
It’s Nvidia Day - November 21, 2023
Episode 287
Wall Street continues to rise, betting on an easing of monetary policy in the not-too-distant future. AI is the hot topic of the moment and the compa…
2 years, 11 months ago
At the start of a short week, investors focus on OpenAI, Fed minutes - November 20, 2023
Episode 286
This week will be a short one for investors, as the Thanksgiving holiday on Thursday will significantly reduce activity from Wednesday evening onward…
2 years, 11 months ago
Investors see life through rose-colored glasses - November 17, 2023
Episode 285
Wall Street is on course for a positive week. So far, the S&P500 has fallen just twice in three weeks. Investors are still super optimistic, already …
2 years, 11 months ago
Joe Biden and Xi Jinping almost made up - November 16, 2023
Episode 284
Wall Street looks like it’s taking a pause today after a few days of strong gains due to optimism that the end of rate hikes has finally arrived. Fut…
2 years, 11 months ago
If you didn’t have enough signs, here’s more - November 15, 2023
Episode 283
The publication of lower-than-expected US inflation in October removed investors’ last mental barriers to take more risks. All indices soared yesterd…
2 years, 11 months ago
The ideal scenario is becoming reality - November 14, 2023
Episode 282
Investors were eagerly awaiting the CPI data to assess whether their ideal scenario that there will be no more Fed rate hikes would come to fruition.…
2 years, 11 months ago
Big tech saves the day - November 13, 2023
Episode 281
Investors are betting that the Fed will no longer raise rates, but it's a more reasoned bet than it might seem: they're betting on the big all-rounde…
2 years, 11 months ago