Send us Fan Mail US service sector unexpectedly gathers momentum. ECB officials keep a hike for next week on the table. BoE Gov. Bailey says they are ‘much nearer’ to rate peak. Wall Street slides as ISM PMI stokes inflation worries. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. ... Show More
Today
Risk appetite soft amid fragile US-Iran ceasefire
Send us Fan MailDollar rebounds on stalled US-Iran talks. Oil up, lifts inflation expectations and Fed hike bets. Yen volatile amid intervention talk, pound falls on UK politics. Wall Street hits fresh record highs, but futures pull back today.Risk Warning: Our services involve a ... Show More
4m 34s
Yesterday
Trump rejects Iran plan, risk markets remain relatively calm
Send us Fan MailUS President rejects fresh Iran proposal, raising risk of renewed hostilities rises. Newsflow triggers muted risk-off reaction; oil bounces higher. US equities remain buoyant ahead of key US data and Warsh’s Senate vote. Dollar/yen rises, fresh intervention likely ... Show More
4m 27s
May 2018
Euro Weakness vs. Dollar Strength with Rosenberg
Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade d ... Show More
35m 25s
Mar 2022
Andrew Sheets: A Different Story for Global Markets
<p>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.</p><p><br></p><p><em>Important note regarding economic sanctions. This research references country/ies which are genera ... Show More
2m 58s
<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
<p>With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More
<p>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.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welc ... Show More
