logo
episode-header-image
Nov 2021
10 m

Bond investors and central banks

Financial Times
About this episode
tail spinning
Up next
Yesterday
JPMorgan walks into another football firestorm
Amazon reported accelerated cloud growth in the quarter to the end of June, and JPMorgan has walked into another football firestorm as it works on a plan with Fifa. Plus, Citadel bought Situational Awareness equity holdings after the hedge fund suffered steep AI losses, and DR Co ... Show More
13m 12s
Jul 30
Fed holds rates as inflation fears grow
Meta and Microsoft reported quarterly earnings as investors raised concerns about AI spending, and the US Federal Reserve held interest rates steady. The Bank of Japan is also expected to leave rates unchanged at its meeting on Friday, and UK oil and gas companies are looking awa ... Show More
12m 40s
Jul 29
The Big Tech earnings dilemma
Ukraine is shifting its long-range drone campaign to focus on critical Russian infrastructure, and Big Tech companies are facing an AI dilemma as they report quarterly earnings. Plus, Google DeepMind is leaving behind its Nobel-winning AlphaFold project for new ventures, and PwC ... Show More
12m 22s
Recommended Episodes
Aug 2022
Why central banks are baffling investors
<p>The Federal Reserve has spent more than a decade buying up government debt as part of a post-2008 program to support the economy, also known as quantitative easing. Now with inflation reaching record highs, those days are over, and a new era of quantitative tightening is emerg ... Show More
17m 38s
Jan 2024
Wall Street’s Biggest Banks Report Results
Anton Schutz, President at Mendon Capital Advisors and Bloomberg News Wall Street Reporter Sonali Basak break down earnings results from many of the big US banks. Ecolab Chief Sustainability Officer Emilio Tenuta discusses providing affordable, secure and inclusive access to wate ... Show More
46m 36s
Mar 2024
Fed Gets More Reasons to Delay Rate Cuts in Latest Data
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith and Bloomberg News Economics Reporter Steve Matthews chat about Fed policy and inflation concerns. Jeff Klingelhofer, Head of Investments for Thornburg Investment Ma ... Show More
45m 6s
Mar 2023
Interest rates, bank crises and your money
What does a week of turmoil in the banking sector - with the collapse of California’s Silicon Valley Bank and the Swiss state-backed rescue of Credit Suisse - tell us about what central banks will do next with interest rates? And what does it all mean for your money and investmen ... Show More
24m 8s
Feb 2024
Market’s Smooth Operator + The Big Short Panel
On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19: ... Show More
1h 3m
Mar 2025
BOJ’s Ueda Signals Little Concern Over Highest Yields Since 2008
On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wea ... Show More
19m 10s
Jul 2023
Will The Fed Get Their Soft Landing? | Weekly Round Up
Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This episode is taken from the weekly roundup edition of the On The Margin podcast hosted by Mi ... Show More
58m 55s
Apr 2025
Wall Street vs the White House
The current administration rode in on a wave of support from America’s traders, lenders and money managers. But that might be changing. Today on the show, Rob Armstrong talks to the FT’s US finance editor, James Fontanella-Khan, about what the titans of Wall Street really think a ... Show More
23m 8s