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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
Here we go again - October 6, 2023
Episode 260
Friday started on a bad note with the announcement of the monthly US employment figures. The job market remains stubbornly strong, which does not ple…
3 years, 1 month ago
Economic data is becoming less reliable - October 5, 2023
Episode 259
Wall Street ended in the green, helped by two factors. The first one being oil, which fell sharply yesterday, and this was quite overdue, if we take …
3 years, 1 month ago
A real bondfire - October 4, 2023
Episode 258
The rise in US government borrowing costs is making life difficult for investors. Nervousness is tangible in the wake of the plunge in US government …
3 years, 1 month ago
What high rates mean for our favorite stocks - October 3, 2023
Episode 257
Investors are still having a hard time accepting that Fed rates will stay higher for longer. As a result, the dollar is rising, while gold and oil tu…
3 years, 1 month ago
Out with the old
Episode 256
The small rebound seen at the end of last week eased the losses accumulated on the stock markets in August and September. This morning, the mood is o…
3 years, 1 month ago
A good way to end a tough September - September 29, 2023
Episode 255
Although today is up to a good start, with reassuring inflation data, this last session of the month should not prevent September 2023 from being a p…
3 years, 1 month ago
Soaring dollar and oil spooks investors - September 28, 2023
Episode 254
Wall Street futures were flat this morning ahead of economic data and Federal Reserve Chair Jerome Powell's comments. There are still many sources of…
3 years, 1 month ago
No catalyst in sight - September 27, 2023
Episode 253
Red is still dominating on stock markets as investors await the next round of quarterly corporate results, due to start in two weeks' time. Stagflati…
3 years, 1 month ago
Fed rates at 7%: Is it on the cards? - September 26, 2023
Episode 252
Wall Street futures were in the red in premarket trading, with investors still reeling from the hawkish speech of central bankers last week. And Jami…
3 years, 1 month ago