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Inflation isn’t done yet - August 31, 2023
Inflation isn’t done yet - August 31, 2023

Episode 240

The Federal Reserve’s preferred inflation gauge rose slightly on an annual basis in July, but this was in line with expectations. In Europe and the U…

3 years, 2 months ago

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Investors cheer on bad data - August 30, 2023
Investors cheer on bad data - August 30, 2023

Episode 239

US stocks opened slightly higher this morning, with the S&P 500 Index up by 0.1% after the release of a weak ADP job report.

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3 years, 2 months ago

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China’s much-awaited-stimulus keeps markets going - August 29, 2023
China’s much-awaited-stimulus keeps markets going - August 29, 2023

Episode 238

Stock markets kept the rebound going yesterday,  buoyed by China's efforts to reverse the negative spiral that has taken hold of its economy. Beijing…

3 years, 2 months ago

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Investors have China and central banks on their mind - August 28, 2023
Investors have China and central banks on their mind - August 28, 2023

Episode 237

Stock markets closed mostly on a slight rebound last week, after a rather complicated start to the month. The good times that lasted from January to …

3 years, 2 months ago

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It's not happening... August 25, 2023
It's not happening... August 25, 2023

Episode 236

Despite hopes, Nvidia didn’t deliver the rally some expected, the fault of a rather distrustful global market on the eve of a much-anticipated speech…

3 years, 2 months ago

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Nvidia comes to the rescue - August 24, 2023
Nvidia comes to the rescue - August 24, 2023

Episode 235

Nvidia's results were probably the most eagerly awaited corporate figures of August. The Californian firm didn’t disappoint, confirming the explosion…

3 years, 2 months ago

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You can't escape this... August 23, 2023
You can't escape this... August 23, 2023

Episode 234

I know, I keep talking about it, but there’s no escaping the topic of big tech and central banks this week, since we have Nvidia’s results and the Fe…

3 years, 2 months ago

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Wall Street tries to stay in the green - August , 2023
Wall Street tries to stay in the green - August , 2023

Episode 233

Equity futures were slightly higher in premarket trading this morning, as traders assessed earnings from major retailers including Lowe's and Macy's.…

3 years, 2 months ago

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Risk aversion is taking hold - August, 21, 2008
Risk aversion is taking hold - August, 21, 2008

Episode 232

Investors returned to risk-off mode due to rising bond yields and oil prices, as well as concerns over China's recovery.

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3 years, 2 months ago

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Not so quiet after all - August 18, 2023
Not so quiet after all - August 18, 2023

Episode 231

Wall Street opened in red territory Friday, with China and the Fed denting investor sentiment, as well as a recent surge in bond yields.

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3 years, 2 months ago

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