U.S. equity indexes soared on Friday, with the Dow Jones Industrial Average posting a near 800-point gain and the S&P 500 Index and the Nasdaq Composite rising 1.86% and 0.92% two hours ahead of the close of regular trading. Equity futures indicated a positive open after Russian President Vladimir Putin signaled a willingness to negotiate with Ukrainian Pres ... Show More
Sep 14
Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026
Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is starting to emerge, and what it all means for the risk-on trade. Be sure to check out ... Show More
32m 25s
Sep 9
Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026
Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matters most, and which crypto sectors are showing the strongest momentum. Plus, they ... Show More
55m 42s
Sep 2
The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026
Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly suppor ... Show More
1 h
Feb 2022
Navigating volatility, supply shock ahead?, and the rate hike debate
Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore.
Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He ... Show More
43m 53s
Aug 2025
Trump-Putin summit takes centre stage after hot US inflation data
Yesterday’s hotter-than-expected US inflation data prompted a reassessment of rate cut expectations, driving yields and the US dollar higher. Although most stocks fell, the S&P 500 managed to eke out a marginal gain, largely due tothe strong performance of major tech companies. N ... Show More
9m 37s
Feb 2022
Prices or Putin?, $200 oil?, and rentals, retail & Roblox
Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ ... Show More
44m 7s
Aug 2025
Ukraine, the Fed, and market breadth
Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest leve ... Show More
11m 8s
Sep 2025
Have equity markets hit an air pocket?
US indices closed lower yesterday, despite good performance by some individual names, notably Intel, which rallied 6.4% after reports of a possible investment by Apple. President Trump’s announcements regarding Ukraine boosted defence stocks globally and semiconductor stocks powe ... Show More
16m 44s