logo
episode-header-image
Sep 2023
4 m

Stocks roll over as US yields climb to n...

XM.COM
About this episode
Send us a text Mayhem in US bond market spills over into stocks. Dollar struggles to advance despite soaring yields. Sterling sinks on BoE decision, yen retreats after BoJ. 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 Disclosure: https://www.xm.com/goto/ ... Show More
Up next
Today
Dollar slides as December Fed cut becomes more likely
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>US PPI and retail sales data push December rate cut odds  up<br/>to 76%. Pound traders eagerly awaiting the UK Autumn budget<br/>announcement. Yen on intervention ... Show More
4m 38s
Yesterday
Dovish Fedspeak lifts risk markets but the dollar remains unresponsive
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>The lack of November data and light Fedspeak could challenge risk appetite. Holiday-shortened week comes into play as liquidity dries up. Muted movement in FX spa ... Show More
4m 47s
Nov 24
Fed rate cut bets get a boost, but risk appetite only mildly lifted
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Fed’s Williams indicates rate cut still on the cards in<br/>December. Dollar slightly softer except against yen, which tests<br/>policymakers’ patience. Wall Stre ... Show More
5m 48s
Recommended Episodes
Sep 2023
Economic stimulus from China boosts equities
<p>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
Aug 2023
US bond yields rose to their highest since 2007
<p>Higher bond yields in developed markets are spooking equity markets, but some on the bond side see the higher yields as too attractive to miss out on. Services prices in Japan rose at the fastest annual rate since 1993. China is pushing hard against a weaker yuan. Bitcoin drop ... Show More
12m 44s
Sep 2023
The strong US dollar gets stronger
<p>The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and traders are getting used to the idea that US interest rates will be “higher for longer.” Today on the show, we look at the greenback’s continuing strength and try to understand h ... Show More
13m 19s
Aug 2022
Mike Wilson: The Increasing Risks to Earnings
<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
4m 18s
Sep 2022
Andrew Sheets: The State of Play in Markets Globally
<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
3m 26s
Listen to millions of songs and podcasts on Anghami