Send us Fan Mail Investors defy Fed, expecting rates to peak soon. ECB appears hawkish, lifts the euro. BoJ maintains loose policy, hurts the yen. Wall Street rallies on hopes Fed hiking cycle is ending. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please consider our Risk Discl ... Show More
Today
Middle East tensions flare up as ship attacks lift oil and strengthen dollar
Send us Fan MailAttacks near Hormuz raise geopolitical risk and ceasefire concerns. Oil spikes toward $100 on supply fears, lifting inflation expectations. Fed rate cut bets pull back, boosting the US dollar. Stocks gain, Nasdaq hits a record, gold steady but vulnerable.Risk Warn ... Show More
3m 58s
Sep 2023
Equities under pressure as bond yields, oil and the dollar all rise
<p>After Saudi Arabia and Russia both pledged to extend their supply cuts until the end of the year, oil has rallied, pushing yields higher and interrupting the rally in equities. Meanwhile, Eurozone economic data continues to come in below expectations. Dario Messi, Fixed Income ... Show More
12m 13s
<p>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?</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More