logo
episode-header-image
Sep 2023
7m 17s

La quadrature du cercle

Anthony Bondain
About this episode
Difficile d'échapper à la Fed aujourd'hui. Le marché attend une banque centrale en pause mais toujours préoccupée par l'inflation. Préoccupée à quel point ? C'est l'un des enjeux de la journée. Les marchés actions sont en position d'attente, tout juste animés par les grosses introductions de valeurs technologiques aux Etats-Unis. 🎧 La Chronique Bourse – P ... Show More
Up next
Yesterday
Le Nasdaq joue le Fed Put
<p>🎧 La Chronique Bourse – Podcast sur les marchés financiers, actualité économique et analyse boursière</p><p>Bienvenue sur La Chronique Bourse, le podcast quotidien animé par Anthony Bondain, rédacteur en chef de Zonebourse.</p><p>Chaque épisode vous propose un condensé de l’a ... Show More
8 m
Nov 24
Cacophonie sur la baisse des taux
<p>🎧 La Chronique Bourse – Podcast sur les marchés financiers, actualité économique et analyse boursière</p><p>Bienvenue sur La Chronique Bourse, le podcast quotidien animé par Anthony Bondain, rédacteur en chef de Zonebourse.</p><p>Chaque épisode vous propose un condensé de l’a ... Show More
8m 43s
Nov 21
Les héros sont fatigués
<p>🎧 La Chronique Bourse – Podcast sur les marchés financiers, actualité économique et analyse boursière</p><p>Bienvenue sur La Chronique Bourse, le podcast quotidien animé par Anthony Bondain, rédacteur en chef de Zonebourse.</p><p>Chaque épisode vous propose un condensé de l’a ... Show More
7m 26s
Recommended Episodes
Jul 2022
What the Fed's Big Balance Sheet Unwind Means for Markets
The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ... Show More
47m 18s
Sep 2021
Andrew Sheets: The Fed Shuffles Toward the Exit
<p>This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cros ... Show More
3m 18s
Jun 2021
What Inflation Fears? S&P Notches Record Close Despite Soaring Prices
The Consumer Price Index rose in May at its fastest pace since the financial crisis, but markets seemed to shrug off inflation concerns, with the S&P closing at a record high and bond yields falling. The traders dig in to what the market is saying. Plus the Reddit trade went bust ... Show More
43m 46s
May 2023
Andrew Sheets: Unresolved Questions Create Market Uncertainty
<p>Optimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are still raising questions that have gone unanswered.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. ... Show More
3m 12s
Sep 2022
Global Macro: Intervention & Inflation
<p>Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Global Chief Economist Seth Carpenter and Head of Thematic and Public Policy Resea ... Show More
10m 14s
Mar 2023
Stocks Manage Gains, But Banks Drop Again, and TikTok’s CEO Takes on Capitol Hill 3/23/23
<p>Major indexes all closed well off their highs of the day, even as the rates market seemed to come to terms with the end of the Fed’s rate hike cycle. But which market has the real read on the outlook? Plus TikTok’s CEO making his appeal to not have the app banned in the U.S. W ... Show More
43m 59s
Jul 2023
Markets dominated by central banks
<p>After the US Federal Reserve raised interest rates by a quarter of a percentage point and the European Central Bank followed suit, it was the Bank of Japan’s turn to announce its policy decisions this morning. While leaving its monetary policy unchanged, it signalled a looseni ... Show More
15m 42s
Mar 2023
La crise de la Silicon Valley Bank va-t-elle entraver la lutte contre l’inflation?
L’effondrement de la Silicon Valley Bank (SVB) remet-il en cause le programme de lutte contre l’inflation menée par la Réserve fédérale (Fed) ? C’est la conviction partagée par de nombreux analystes. Ils s'attentent à ce que la Fed freine dorénavant la remontée des taux d'intérêt ... Show More
3m 53s