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No Christmas rally this year? December 15, 2022
No Christmas rally this year? December 15, 2022

Episode 104

There is no escaping the central banks today, as several monetary policy decisions have just been announced. And the market reaction isn't great sinc…

3 years, 10 months ago

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Just a few hours left - December 14, 2022
Just a few hours left - December 14, 2022

Episode 103

Let's mention two big topics this morning and a smaller one, although it could also have implications for financial markets. We have of course the co…

3 years, 10 months ago

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Off to a good start - December 13, 2022
Off to a good start - December 13, 2022

Episode 102

Things are getting serious today, with the first in a series of important macroeconomic events: Consumer prices. They’ve just been published, and inv…

3 years, 10 months ago

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The last days before Christmas will be hectic - December 12, 2022
The last days before Christmas will be hectic - December 12, 2022

Episode 101

Investors remain cautious at the start of a week full of important economic events. There are only a few stock market sessions left this year, but a …

3 years, 10 months ago

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MarketScreener's World Press Review: December 12, 2022
MarketScreener's World Press Review: December 12, 2022

Episode 101

 Mediawan, Metro Bank, Skoda (Volkswagen), Roche, Credit Suisse, Amgen & Horizon Therapeutics, Microsoft, London Stock Exchange, Apple, General Motor…

3 years, 10 months ago

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Inflation will not go down so easily - December 9, 2022
Inflation will not go down so easily - December 9, 2022

Episode 100

It's the reading every investor was waiting for, and it ended being rather disappointing. Monthly producer prices data came in higher than expected, …

3 years, 10 months ago

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We need to talk about bond yields - December 8, 2022
We need to talk about bond yields - December 8, 2022

Episode 99

On stock markets, it's a bit of a complicated week. The recent good news is fizzling out and the markets are dragging their feet in a fourth consecut…

3 years, 10 months ago

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Recession ahead
Recession ahead

Episode 98

Investors were so focused on the Fed pivot to a dovish monetary policy that they almost forgot that a recession is looming. They got a reality check …

3 years, 10 months ago

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It just doesn't add up - December 6, 2022
It just doesn't add up - December 6, 2022

Episode 97

Wall Street opened flat after yesterday’s bearish session over concerns about the Fed’s monetary policy. It’s the usual confusion among investors, af…

3 years, 10 months ago

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Better days ahead? December 5, 2022
Better days ahead? December 5, 2022

Episode 96

The week starts on a mixed note, as investors take in the stronger-than-expected U.S. jobs report and signs that China is easing its Covid policy. Fo…

3 years, 10 months ago

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