logo
episode-header-image
Jul 2023
21m 26s

[Débrief Hebdo] Les banques centrales en...

Xavier FENAUX
About this episode
tail spinning
Up next
Yesterday
Le Grand Nettoyage : Entre Vertige Tech et Réveil Industriel
1. Le séisme Novo Nordisk 🇩🇰 C'est le dossier qui paralyse l'Europe ce matin. Le leader mondial de l'insuline et des traitements anti-obésité s'est effondré de près de 18 % hier. En cause : des perspectives 2026 jugées "moroses" avec une baisse de chiffre d'affaires attendue. L ... Show More
25m 11s
Feb 4
Alphabet & L'Or : Le Sommet de tous les Dangers ?
"Salut à tous ! Ce mercredi 4 février 2026, on se réveille dans un marché qui marche sur des œufs, coincé entre des records de façade et une réalité de terrain de plus en plus lourde.Au menu de ce matin :Le 'Quitté ou Double' de Google : Alphabet publie ce soir. Avec une valorisa ... Show More
21m 41s
Feb 3
L'Axe du Deal
Le sentiment du marché : On sent une atmosphère de pragmatisme musclé. Le soulagement domine avec la fin probable du shutdown, mais c'est surtout l'annonce du pacte avec l'Inde qui électrise l'ambiance. C'est le retour de la diplomatie transactionnelle : on échange de la sécurité ... Show More
17m 20s
Recommended Episodes
Sep 2023
Equity Tuesday: Arm's IPO won't resurrect private-market liquidity
Here's what Alex got into this morning: Earnings Season Never Ends: Gitlab, Asana, UiPath, Docusign, Rent the Runway and others will report this week. Crypto Down Bad: Prices for major cryptoassets are flat this morning, while the crypto venture picture is looking up to some ... Show More
9m 55s
Jul 2023
MM122: BIG tech earnings & yield curve control explained?
tail spinning
56m 32s
Feb 2022
2-24-2022 - Investors Take Billions of Dollars from Bond and Money Market Funds at the Fastest Pace in Years
Investors seem to be reacting to inflation and the likely impact of higher interest rates. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., PLBY - PLBY Group Inc., Russia and Inflation, Midday Rally, Q4 GDP Revised, New Home Sales, Cyber-Security, Most Overpriced Housing, ... Show More
45m 21s
Oct 2021
Stocks Swinging To and Fro as Bitcoin Soars
DB-Oct06,2021: With stocks rocking back and forth, crypto exploding, the ADP jobs report revealing a positive surprise, and natural gas gyrating up and down, this week's price action thus far has been very volatile. Darius Dale of 42 Macro returns to Daily Briefing to dig more in ... Show More
40m 13s
May 2023
Michael Saylor SLAMS The FED For Trying To Destroy The Crypto Market | PBD Podcast | Ep. 267 | Part 1
tail spinning
54m 30s
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
Oct 2020
10-09-2020: Hedge-Fund Manager: Don't Miss Out On A ‘Generational Opportunity’ In The Market
The theory predicts that most cyclical sectors will grow earnings at a faster pace than the S&P 500-- could it be right?Today's Stocks & Topics: BAC - Bank of America Corp., MMP - Magellan Midstream Partners L.P., QDEL - Quidel Corp., Value & Growth Stocks After Election Day, Goo ... Show More
45m 29s
Nov 2022
MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
IN THIS EPISODE, YOU’LL LEARN:   01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate.  01:30 - What unconventional monetary policy is and why central banks use these tools.  09:26 - What is quantitative easing ( ... Show More
1h 8m
Mar 2019
03-28-19: Northern Trust Warns: A Return Of Inflation Could Turn Markets On Their Head
Podcast Listeners: We are experiencing an intermittent technical issue that may cause the audio stream to break-up or sound distorted. Please bear with us while we work to correct this problem. High inflation periods can be positive for value stocks, but less great for growth sto ... Show More
46m 24s
Oct 2022
MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are som ... Show More
1h 3m
Listen to millions of songs and podcasts on Anghami