Podcast Episodes
Back to Search
Nvidia's moment of truth
Nvidia's blockbuster earnings are widely anticipated, but with the stock already up around 20% this year and the bar set sky-high, markets are bracin…
3 weeks, 2 days ago
The name's bond
The 30-year U.S. Treasury bond yield remains above 5% even after President Trump says he called off planned strikes on Iran, with a Bank of America s…
3 weeks, 3 days ago
Yield pain, no gain
U.S. 30-year Treasury yields reach levels last seen before the 2008 financial crisis, rattling bond markets across the globe. Oil above $110 and stic…
3 weeks, 4 days ago
Week Ahead: Nvidia’s moment
Nvidia's earnings this week are expected to confirm the AI boom's momentum, but questions linger over whether hyperscalers can sustain their massive …
3 weeks, 5 days ago
Week in Review: Beijing summit, price shocks and UK political jitters
U.S. President Donald Trump and Chinese President Xi Jinping met in Beijing, but markets had little to take away, with no breakthrough on the Strait …
3 weeks, 6 days ago
Strait talk, little action
U.S. President Donald Trump flies home from Beijing after a two-day summit that delivered scant details on trade and no breakthrough on the Strait of…
4 weeks ago
Trump and Xi talk - markets wait
Day one of U.S. President Donald Trump's Beijing summit with Chinese President Xi Jinping produced more than two hours of talks and a roster of top C…
4 weeks, 1 day ago
The 4% problem
U.S. April inflation lands at 3.8% and May is forecast to top 4% - twice the Fed's target - as the Iran fuel shock continues to ripple through prices…
4 weeks, 2 days ago
Warshed and ready
Kevin Warsh is set to be cleared to take over the Federal Reserve just as a U.S. inflation reading is forecast to show headline CPI at its highest in…
1 month ago
Xi marks the spot
Chinese stocks hit 11-year highs and the yuan reaches a three-year peak against the dollar ahead of a Trump-Xi summit later this week, with above-for…
1 month ago