Podcast Episodes
Back to Search
Investors are going through the motions - October 20, 2023
Episode 270
Futures were in the red this morning as the 10-year U.S. Treasury yield flirts with 5% following Jerome Powell’s hawkish speech yesterday.
Hosted by A…
3 years ago
Just a few hours left... October 19, 2023
Episode 269
The situation is still tense on financial markets due to the major crisis in the Middle East. Corporate earnings releases are multiplying, helping to…
3 years ago
US consumers are spending like there's no tomorrow - October 18, 2023
Episode 268
Yesterday, equity indices went in all directions, amid the confusion of hard-to-interpret macroeconomic data and the worsening crisis in the Middle E…
3 years ago
Rate hike fears return with a vengeance - October 17, 2023
Episode 267
Investor sentiment is up and down at the moment, resulting in a kind of sideways movement in equities. To complicate matters, the market thought it w…
3 years ago
Middle East and earnings season disrupt the market - October 16, 2023
Episode 266
The conflict in the Middle East has pushed up the price of gold, the dollar, oil and defense stocks, a sign that the financial sector is concerned ab…
3 years ago
Will Friday the 13th live up to its reputation? - October 12, 2023
Episode 265
Apparently, Fridays the 13th result in an average gain of 0.1% on US equity markets, three times the average anyway. Yes, serious people have enough …
3 years ago
Nothing will derail investors' good mood - October 12, 2023
Episode 264
Equity markets continued their ascent yesterday despite economic data that would probably have undermined sentiment a week earlier. This is due to th…
3 years, 1 month ago
Rose-colored glasses are back - October 11, 2023
Episode 263
Financiers clearly got their mojo back, speculating on two of their favorite themes: the cut in US key rates and the arrival of a stimulus plan in Ch…
3 years, 1 month ago
Earnings season starts with PepsiCo
Episode 262
A series of events have strengthened investors' belief that rate hikes are over in the US. Until the next data of course, but Wall Street is focused …
3 years, 1 month ago
This changes everything - October 09, 2023
Episode 261
The conflict between Israel and Gaza turned into full on war after an attack by Hamas that killed hundreds of people and led to retaliation by the Is…
3 years, 1 month ago