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The titans of Wall Street
Citadel, XTX and Jane Street have come to dominate trading on Wall Street, and not just in equities. They now run a huge proportion of trading in cur…
1 year, 5 months ago
The $2tn man
Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It contains about $2tn in assets, based on money earned f…
1 year, 5 months ago
Are emerging markets back?
Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And …
1 year, 5 months ago
Novo Nordisk, Eli Lilly and the GLP-1 economy
Eli Lilly’s shares have surged 750 per cent over five years. Novo Nordisk’s are up about 360 per cent in the same period. It's been an awesome run fo…
1 year, 5 months ago
Markets send mixed signals
Stocks are flying, rates are plunging, jobs are surging, but everyone says they’re anxious. What is going on? Today on the show, Katie Martin and Rob…
1 year, 5 months ago
Markets and the Middle East
As the conflict in the Middle East expands to include Lebanon and Iran, markets are responding with surprising nonchalance. Why? And will that last? …
1 year, 6 months ago
Is the China stimulus package enough?
Last week China announced it would be providing low-cost funds to investors in both equities and the property market. The nominal effects were immedi…
1 year, 6 months ago
Immigration and unemployment
When discussing the economy after the interest rate cuts last week, chair of the US Federal Reserve Jay Powell made an interesting comment about jobs…
1 year, 6 months ago
The case for small and mid caps
As the Federal Reserve starts to lower interest rates, a perennial theory has returned: that small and mid caps will, for a time, grow more quickly t…
1 year, 6 months ago
Federal Reserve puts on enormous party hat
In a massive surprise on Wednesday, one of Rob Armstrong’s predictions turned out to be right. The Fed did indeed cut interest rates by half a percen…
1 year, 6 months ago