Today

Markets on Edge: Fed minutes, inflation & Nvidia earnings in focus

Send us Fan MailA pivotal week for global markets is ahead as investors focus on Fed meetingminutes, inflation data, and Nvidia earnings. Key economic releases from the UK,Canada, Japan, the Eurozone, and the US could drive volatility across currencies,equities, and commodities. ... Show More

2m 37s

Today

Dollar and oil edge up, stocks and bonds sink as inflation fears grow

Send us Fan MailHormuz limbo lifts oil prices, fuelling inflation worries. Bond yields jump across the board on firmer rate hike expectations. Gold and stocks tumble but dollar jumps to 2½-week high. Pound leads FX losers amid twists and turns of UK politics.Risk Warning: Our ser ... Show More

4m 43s

Yesterday

Stocks hit new highs despite rising yields and Trump-Xi showdown

Send us Fan MailAI-fuelled stock rally shows no sign of easing as Cisco latest to smash earnings. US PPI data adds to heightened inflation risks as Treasury yields jump. Trump and Xi hold talks but lack of details keeps markets in suspense. Pound finds some love from upbeat GDP d ... Show More

5m 5s

Mar 2022

Will Russia's Invasion of Ukraine Raise Inflationary Pressures?

U.S. equity markets were mixed with just over two hours remaining in the trading day, with the Dow Jones Industrial Average and the S&P 500 Index holding small gains and the Nasdaq Composite and the Russell 2000 Index down nearly 1%. Yields on the 10-year U.S. Treasury note and t ... Show More

33m 30s

Sep 2023

Economic stimulus from China boosts equities

After US labour market data drove up stock prices on Friday, today it is China and its government's measures intended to prop up its ailing economy that are driving market sentiment. In commodities, oil prices are trading at levels last seen in November on fears over supply cu ... Show More

10m 18s

Feb 2022

How Will War in Eastern Europe Impact the Battle Against Inflation?

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 ... Show More

37m 20s

Sep 2022

Andrew Sheets: The State of Play in Markets Globally

There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of? -----Transcript----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More

3m 26s

Mar 2022

MM056: Oil will never trade below $90 again, here's why!

After a week off the desk, it's great to be back with co-founder and head of trading Piers Curran to discuss what's been happening in markets this week. We take a deep-dive into the latest news on Russia, where ongoing fighting has resulted in the biggest weekly incr ... Show More

1h 5m

Mar 2022

Andrew Sheets: A Different Story for Global Markets

While the U.S. continues to see high valuations, rising inflation, and slow policy tightening, the story is quite different for many markets outside the U.S. Important note regarding economic sanctions. This research references country/ies which are genera ... Show More

2m 58s

Oct 2022

Mike Wilson: The Problem with the U.S. Dollar

With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react up for debate. ----- Transcript ----- Welc ... Show More

4m 22s

Mar 2022

MM058: Russian default risk recedes & is President Xi in trouble?

In this episode, Piers and I catch up on what has been another busy week in markets where global stocks are on course for their best week since November 2020. We catch-up on the latest news on Ukraine, where reports midweek suggested Ukraine and Russia have made sign ... Show More

1h 7m

Western sanctions decimate Russian econo...