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A little reality check to end the week? February 3, 2023
Episode 135
Investors were looking on the bright side of life after Jerome Powell's soft speech on Wednesday, already seeing the end of rate hikes. But that was …
3 years, 8 months ago
No-surprise rate hikes - January 02, 2023
Episode 134
The market feared a sanctimonious Fed for its first monetary policy decision of the year. What they got was a confused Fed, which reinforced the prev…
3 years, 8 months ago
A tricky communication exercice for Powell
Episode 133
January is over and February starts with a monetary policy decision. Investors expect to see their positive scenario validated today by the US centra…
3 years, 8 months ago
Investor optimism is about to be tested - January 31, 2023
Episode 132
Investor’s sentiment took a small hit due to disappointing earnings and forecasts from big names such as Caterpillar, McDonald's and Pfizer, ahead of…
3 years, 8 months ago
It's all about central banks this week - January 30, 2023
Episode 131
This week is particularly important for investors, because it could provide answers to several questions. Why? Because we have three monetary policy …
3 years, 8 months ago
Is the Fed losing its grip on investors? January 24, 2023
Episode 130
Optimism continues to soar across equity markets, where investors continue their harvest of risk assets. The Nasdaq rallied 2% yesterday and Bitcoin …
3 years, 9 months ago
Brace yourself for a flurry of earnings - January 23, 2023
Episode 129
It's going to be another big week for corporate earnings, which will give investors some clues about the state of the economy amid concerns about rec…
3 years, 9 months ago
Investors no longer listen to central banks - January 20
Episode 128
The session starts better than yesterday's, after Netflix announced that it added way more customers than anticipated in the fourth quarter. It also …
3 years, 9 months ago
When bad news means bad news - January 19, 2023
Episode 127
Futures for Wall Street's main stock indexes fell sharply on Thursday, due to worries over U.S. recession following the release of weak economic data…
3 years, 9 months ago
How long will this bullish phase last? January 18, 2023
Episode 126
Large banks kicked off earnings season on a mixed note, with Morgan Stanley doing well, while Goldman Sachs disappointed investors. They are closely …
3 years, 9 months ago