Podcast Episodes

Japan’s Economy Barely Budged Last Quarter, And China’s Stock Markets Paused For Lunar New Year Festivities

Japan’s economy barely budged last quarter – in part because its shoppers didn’t either – while China’s stock markets paused for Lunar New Year festi…

7 months, 3 weeks ago

US Inflation Came In Better Than Feared, And Chinese Companies Spent $12 Billion Buying Foreign Firms In January

US inflation came in better than feared – and if that sticks, the Federal Reserve could be in for an easier year – while Chinese companies spent $12 …

7 months, 3 weeks ago

SoftBank Celebrated A Year Of Straight Profit, And Investors Dumped Stocks In Three Sectors At Existential Risk From AI

SoftBank celebrated a year of straight profit… and its star investment deserves a lot of the credit, while investors quickly deemed three sectors to …

7 months, 4 weeks ago

The US Jobs Report Bore Good News – But With Caveats – And Fresh Data Showed China Battling The Same Old Problems

The US finally published its January jobs report – but this year’s good news came with last year’s caveats – while fresh data showed China’s still ba…

7 months, 4 weeks ago

TSMC Outdid Itself, Setting The Tone For The Industry, And The US Government Planned Its Biggest-Ever Regulatory Rollback

TSMC outdid itself, setting the tone for an industry on track to break records this year, while the US government planned its biggest-ever regulatory…

8 months ago

China Celebrated A Record Trade Surplus, And Japan’s Election Got Stocks And Bonds Moving

China celebrated a record trade surplus… without filling a single ship, while Japan’s election outcome got the country’s stocks and bonds moving.

Toda…

8 months ago

Investors Changed Their Minds About The Software Sector, And The US Government’s New Drug Platform Could Discount Pharma Stocks

Investors changed their minds about a former safe bet, refusing to buy the software sector’s stocks or lend its firms cash, while the US government’s…

8 months ago

Amazon Beat Expectations, But Its Spending Plans Did Too, And Elon Musk Wants SpaceX To Skip The Stock Market Index Waiting List

Amazon’s incomings were a pretty package – but its outgoings weren’t exactly what investors ordered – while Elon Musk is taking SpaceX public, and he…

8 months ago

Alphabet Beat Expectations, But Investors Weren't Impressed, And Bitcoin Fell To Its Lowest Price Since 2024

Alphabet revealed better-than-expected results, but investors were too busy fretting over its supersized spending plans to notice, while bitcoin fell…

8 months ago

The US And India Struck A Trade Deal, And China Made A Record-Breaking Investment In Its Power Grid

The US and India struck a trade deal, with both sides agreeing to trim tariffs, while China made a record-breaking investment in its power grid, dete…

8 months, 1 week ago