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What knocked volatility down? April 20, 2023
Episode 171
Volatility is easing. The optimists have something to cheer about, because these phases usually mean that the environment is normalizing. This is goo…
3 years, 6 months ago
Mixed earnings fuel uncertainty - April 19, 2023
Episode 170
The latest corporate results from big names were quite mixed, with Netflix posting a drop in earnings for the first quarter. Futures on the Dow Jones…
3 years, 6 months ago
Refreshingly, the focus isn't on the Fed - April 18, 2023
Episode 169
The attention of investors has turned to earnings reports as they look for new catalysts to keep the good momentum going on markets. Chinese growth c…
3 years, 6 months ago
Focus on corporate earnings - April 17, 2023
Episode 168
Last week was pretty busy and the coming one promised to be just as hectic. The focus will be on companies as earnings season picks up pace. We won't…
3 years, 6 months ago
Earnings season begins in a fragile context - April 14, 2023
Episode 167
Data published yesterday seems to confirm that both inflation and the job market are cooling in the US. Jobless claims climbed to 239K from 228K the …
3 years, 6 months ago
Still not getting any clearer - April 13, 2023
Episode 166
The long-awaited CPI figures were pretty much a flop yesterday, with a tiny rebound for 3 minutes, before indices lost their mojo and ended the sessi…
3 years, 6 months ago
CPI isn't giving investors the clarity they wanted
Episode 165
Investors were eagerly awaiting March’s CPI data. which could influence the US interest rate path. Last week, US employment figures showed the job ma…
3 years, 6 months ago
No worries! April 11, 2023
Episode 164
Wall Street reopened yesterday after the Easter weekend in a calm atmosphere. Data released last week shows initial jobless claims climbed more than …
3 years, 6 months ago
Investors in wait-and-see mode ahead of Easter - April 6, 2023
Episode 163
It's the last session of the week before the Good Friday bank holiday, and the mood on stock markets is a little gloomy after a fiery March. Fears of…
3 years, 6 months ago
Investors fear a hard landing - April 5, 2023
Episode 162
Equity markets were mostly down yesterday, especially in the US where concerns about a hard landing overtook hopes of a future rate cut. Hopes of a b…
3 years, 6 months ago