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Markets Wrap: War, Energy and the Return of Inflation Risk
Markets have swung sharply as the escalating war in Iran and across the Middle East injects fresh uncertainty into oil prices, inflation, and the pat…
8 months ago
Exclusive: Rachel Reeves on Iran Shock, US Trade and Inflation Risks
Hosts Merryn Somerset Webb and John Stepek react to the Spring Statement, plus Bloomberg's exclusive interview with Chancellor Rachel Reeves.
She sat…
8 months, 1 week ago
What Can Quant Trading Strategies Teach Us About Markets?
Merryn Somerset Webb speaks with Simon Judes, chief investment officer of Winton, about how to properly understand quantitative investing. Judes atte…
8 months, 1 week ago
Markets Wrap: From YOLO to HALO
From YOLO to HALO. In this week's markets wrap, hosts Merryn Somerset Webb and John Stepek discuss why markets are ditching high multiple AI and soft…
8 months, 2 weeks ago
The 51% Graduate Tax
Many of the graduates whose university costs were funded with Plan 2 student loans are now in their 30s, wondering why they have no money at the end …
8 months, 2 weeks ago
Diversification Play: Why It's Not Too Late to Buy Asia
Fiona Yang, portfolio manager on the Invesco Asia Dragon Trust, joins Merryn Somerset Webb to discuss why global capital rotated from US equities int…
8 months, 2 weeks ago
Markets Weekly: Inflation Falls, Wage Growth Cools, and Bets on BOE Cuts
On this week's markets wrap, John Stepek speaks with Bloomberg Opinion columnist Marcus Ashworth and Morwenna Coniam from the Markets Today team abou…
8 months, 3 weeks ago
REITs Explained: How Real Estate Investment Trusts Work and What Moves Their Prices
Merryn Somerset Webb and John Stepek are joined by Bloomberg’s Jack Sidders to break down how Real Estate Investment Trusts (REITs) work and why they…
8 months, 3 weeks ago
Modern Monetary Theory: Free Money or Fiscal Fantasy?
Merryn Somerset Webb speaks with Panmure Liberum Chief Economist Simon French to unpack Modern Monetary Theory—the idea that governments issuing thei…
8 months, 3 weeks ago
Markets Weekly: AI Sparks Market Rotation, UK Political Risk, and the Pensions Property Debate
On this week's markets wrap, hosts Merryn Somerset Webb and John Stepek discuss a sharp market rotation driven by growing fears that AI will disrupt …
8 months, 4 weeks ago