Download the App!
show episodes
 
Loading …
show series
 
Global stock markets are on a roll, brushing off minor hiccups and zeroing in on the silver linings. The United States is making strides towards resolving the Russian-Ukrainian conflict, and the White House has decided to hit the pause button on those additional tariffs. Meanwhile, US inflation figures are hinting at a more favorable rate trajector…
  continue reading
 
Yesterday, the markets should have capsized after US inflation proved tougher than expected. Typically, such news would send the markets into a tailspin, following the familiar pattern of initial panic, a brief rally, and then a downturn. However, this time, the expected downturn never materialized. The markets found unexpected buoyancy, thanks to …
  continue reading
 
When the CPI looms, Wall Street holds its breath - a hush fell over the futures as traders waited for the inflation reveal, but the surprise was not to investors' taste. The Fed's Powell preaches the gospel of patience... Meta's stock climbs like a relentless vine in the concrete jungle of the Nasdaq, while Tesla's numbers sputter like a classic ca…
  continue reading
 
While green mostly dominated the past sessions, Tuesday morning brought a slight dip in U.S. stock index futures. Why, you ask? Well, everyone is on the edge of their seats waiting for Federal Reserve Chair Jerome Powell to spill the beans on tariffs and inflation. Our beloved megacap and growth stocks decided to take a breather, ticking lower, whi…
  continue reading
 
Today's job report has left investors scratching their heads. Some figures suggest the job market is on the up, while others hint at a slowdown. To add to the confusion, revisions to last year's data have muddied the waters further. Meanwhile, the market is caught between its love affair with AI and a lackluster earnings season. Companies like Pala…
  continue reading
 
Equity markets continue to move with the big story, namely Trump's return to business. But there's also a multitude of little stories that keep adding up, on top of corporate results. It's sometimes hard to keep up! Yesterday, the markets were basking in a sea of green. However, as the sun set, Alphabet and AMD decided to throw a little shade with …
  continue reading
 
The financial markets are back on their emotional rollercoaster, reminiscent of the early days of the current US President's term. Picture this: Donald Trump enters the scene with a protectionist bang, only to follow it up with a diplomatic pause. Mexico and Canada, ever the eager understudies, stepped up to fill the void, while China decided to si…
  continue reading
 
January 2024 was a good month for the global stock markets, especially in Europe, but it seems the good times might be short-lived. On February 1, former President Donald Trump announced new tariff surcharges aimed at Mexico, Canada, and China - America's top three trading partners. True to his word, Trump followed through, yet the financial market…
  continue reading
 
Markets are facing a whirlwind of central bank decisions and robust tech earnings, and Trump's tariff threats could throw a wrench in the gears. They also cheered good economic indicators. Investors relish the green uptick, but the specter of trade wars resurfaces, challenging the month's gains. Silicon Valley also grapples with China's AI emergenc…
  continue reading
 
In the wake of the DeepSeek debacle, Wall Street is finding its footing again. Nvidia's stock is bouncing back, offering a glimmer of hope amidst ongoing concerns about Chinese AI advancements. Yet, the financial world isn't out of the woods just yet. The Federal Reserve is gearing up for its next big decision on interest rates, a move that could s…
  continue reading
 
Investor sentiment is staging a modest comeback after a tech sector tumble, thanks to the buzz around Chinese AI upstart, DeepSeek. This newfound optimism nudged US equity futures upwards in pre-market trading on Tuesday. The Dow Jones Industrial Average futures remained flat, while the S&P 500 and Nasdaq futures both enjoyed a slightly more robust…
  continue reading
 
Wall Street is currently buckled in for a wild ride, thanks to a disruptive force from the East. A bold new open-source AI model from China is rewriting the rulebook, challenging American tech dominance and sending Nasdaq futures into a bit of a tailspin. Silicon Valley isn't amused. Brace yourselves for a frenetic week ahead, as the Federal Reserv…
  continue reading
 
Wall Street's main indexes are on a roll, eyeing their second straight week of gains. The Dow Jones is particularly enthusiastic, gearing up for its biggest weekly leap since October 2022. What's fueling this bullish sentiment? A cocktail of Trump's ambitious artificial intelligence investment plans, a hint of cooling inflation, and robust earnings…
  continue reading
 
Investors are treading lightly amidst a sea of economic data and earnings reports, and the pulse of the market is tested by jobless claims and Trump's AI ambitions. In the global theater, Trump's tech moves stir the pot, challenging industry giants and national strategies alike, while Elon Musk's agenda remains a mystery. Let's not forget Apple - i…
  continue reading
 
The anticipated drama surrounding Donald Trump's inauguration has eased, despite the 47th President of the United States making some bold announcements recently. If the VIX volatility index is a reliable barometer of investor anxiety, it seems investors have found some comfort over the past 48 hours, as the index has settled back to its late-Decemb…
  continue reading
 
As Donald Trump was sworn in for his second term as the 47th President of the United States yesterday, Wall Street took a breather due to Martin Luther King Day. True to form, Trump delivered a fiery inauguration speech, emphasizing his "America First" mantra. No surprises there. Let's dive into the whirlwind of announcements from Trump's first day…
  continue reading
 
In the prelude to Friday's market opening, U.S. equity futures were on the rise, with the S&P 500, Dow Jones Industrial Average, and Nasdaq futures climbing by 0.5%, 0.6%, and 0.9%, respectively. This upward tick is largely fueled by stronger-than-expected earnings from major banks, which have propelled the S&P 500 and Dow to notable weekly gains. …
  continue reading
 
After a recent bout of market jitters, investors have found their footing again, buoyed by tamer-than-expected U.S. inflation figures and stellar performances from Wall Street's financial giants. The result? A market rally reminiscent of the post-election surge following Donald Trump's victory in November. As the president-elect prepares for his in…
  continue reading
 
As we stand on the brink of Donald Trump's inauguration, the financial markets were holding their breath, waiting for the December US inflation figures to drop. With investors clinging to their convictions and avoiding risks, this morning had a mix of anticipation and anxiety. And the data delivered just what they hoped for. Adding to the excitemen…
  continue reading
 
Investors finally caught a little break this week after last week's turmoil, which was sparked by unexpectedly strong employment figures. Those numbers highlighted the robust health of the U.S. economy and dashed hopes for imminent Federal Reserve rate cuts. However, today's producer price index (PPI) data has given investors a reason to smile. The…
  continue reading
 
Data highlighting the robustness of the U.S. labor market took investors by surprise, signaling the Fed to hold the line on interest rates. This cast a shadow on investors' hopes for rate cuts, as a strong economy endorses the Fed's current stance, leaving equity markets to adjust to the tempo of resilience. As the corporate earnings curtain rises,…
  continue reading
 
Investors find themselves yearning for a sprinkle of bad news from the U.S. economy. Why? Because a little gloom might just nudge the Federal Reserve into a more investor-friendly stance by lowering interest rates. Yet, the economy seems intent on delivering the opposite, with a steady stream of positive data pushing the prospect of rate cuts furth…
  continue reading
 
Amidst a global financial mosaic of ups and downs, Wall Street shines, betting big on tech's titans and AI's allure, while Europe grapples with luxury's lull and China's economic enigma continues to unfold. As the markets dance to the tune of TINA and geopolitical shifts add new rhythms, investors keep a keen eye on the unfolding narratives of cent…
  continue reading
 
In hindsight, postponing my vacation to January 6 would have been wise. This stock market week is as quiet as a library on a Friday night. Even President Joe Biden's voice is cutting through the silence. Yet, fear not, dear reader, for I shall endeavor to both entertain and enlighten you with insights into how the financial markets kicked off their…
  continue reading
 
As Wall Street gears up to shake off its end-of-2024 blues, the market mood is largely dictated by thin trading volumes, with many traders still on holiday and several exchanges. Futures for New York indices are hinting at a bright opening, setting the stage for a potentially upbeat day on Wall Street. Across the Atlantic, however, European indices…
  continue reading
 
As we edge closer to the end of 2024, the age-old belief that December is the stock market's golden month might just be put to the test. The festive cheer seems to be missing, hence this title referring to the famous 80's song. The mood was hampered by the Fed's stern demeanor and the ongoing budgetary squabble between Republicans and Democrats in …
  continue reading
 
In the prelude to the Federal Reserve's much-anticipated policy-setting meeting, US equity futures took a modest dip on Tuesday morning. Dow Jones Industrial Average futures edged down by 0.4%, S&P 500 futures declined by 0.3%, and Nasdaq futures slipped by 0.3%. The Federal Open Market Committee is set to commence its two-day deliberation today, w…
  continue reading
 
Western equity markets spent the week in a state of suspense, as investors grappled with the uncertainty surrounding U.S. interest rates. The Federal Reserve's decision on Wednesday is the main event, with a 25-basis-point rate cut widely expected. However, the real question is what follows, especially as investors are already jittery about the ear…
  continue reading
 
Inflation figures have tiptoed in, neither dashing hopes nor delivering shocks, as the Fed looks to trim rates with a holiday touch. Core CPI's consistent climb keeps the 2% target in the realm of New Year's resolutions. Meanwhile, Wall Street's dance with record highs hits a brief intermission, as Europe's markets waltz to the ECB's tune.…
  continue reading
 
U.S. futures hint at a modest uptick for S&P 500 and Nasdaq, while the Dow Jones seems set to shed some value. European stocks are feeling the chill from China's disappointing trade data, with luxury and resource sectors particularly under pressure. Investors are now turning their gaze to the CPI data, upcoming central bank decisions and key econom…
  continue reading
 
Investors are on edge as they await crucial employment data, while Wall Street continues its upward trajectory. Meanwhile, France is grappling with political unrest, and Asia presents a mixed economic picture, highlighting global economic disparities. In this environment, Bitcoin has soared past $100,000, indicating a strong appetite for risk.…
  continue reading
 
As Powell's speech looms, promising insights into the Fed's rate path, US futures ascend despite ADP's payroll miss and geopolitical tensions in South Korea and France. Investors navigate a day rich with economic releases, from mortgage applications to the Fed's Beige Book, while keeping a wary eye on the political drama overseas.…
  continue reading
 
In a world where clarity is king, Wall Street reigns supreme with record highs amidst global market murkiness. As the Federal Reserve's cryptic minutes leave investors craving a crystal ball, the U.S. economic data drop becomes the most anticipated show in town. It's a high-stakes game where every statistic could sway the market's rhythm, setting t…
  continue reading
 
As the curtain falls on the quarterly corporate releases, the spotlight shifts to central banks, just as the new US administration settles in. December promises to be a month of high stakes on both sides of the Atlantic. The appointment of Scott Bessent as head of the US Treasury is perhaps the most significant news as November draws to a close. Hi…
  continue reading
 
Loading …

Quick Reference Guide

Listen to this show while you explore
Play