logo
episode-header-image
Jan 2024
4m 11s

Tech stocks rally on AI boom even as yie...

XM.COM
About this episode
Send us a text Apple and semiconductors push Nasdaq 100 to new record high. But Fed repricing limits gains outside of tech as yields edge up. Dollar holds firm, pound slips on data, yen propped up by verbal intervention. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please conside ... Show More
Up next
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
Nov 21
US jobs data paint mixed picture, Katayama talks intervention
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>NFP beats estimates, but unemployment rate rises. Dollar retreats as Dec.<br/>Fed cut chance increases slightly. Yen rebounds after Katayama mentions<br/>possibil ... Show More
4m 25s
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
Jun 2022
MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
<p>Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022</p><br><p>We discuss the market fa ... Show More
37m 7s
Mar 2023
MM107: Nasdaq 100 moves back into a bull market!
<p>The Nasdaq 100 Index surged into a new bull market Wednesday for the first time in nearly three years.</p><br><p>Technology stocks have outperformed this year as investors speculate that weakening economic data and the risk of a recession, heightened by recent bank stresses, m ... Show More
44m 22s
Feb 2023
There's No Bull Case For Risk Assets
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no landing? As the U.S housing market drops the most since 2008, will the economy be a ... Show More
37m 50s
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
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
Feb 2020
02-20-20: Citi Analyst: Gold May Top $2,000 Per Ounce In Next 12 To 24 Months
<p>As the record bull market stretches on, and as the coronavirus outbreak incites fears of a potential slowdown in global growth, could gold be a way for investors to hedge risks to the downside?</p> <p> </p> <p>Today&#39;s Stocks &amp; Topics: SWM - Schweitzer-Mauduit Internati ... Show More
46m 49s
Listen to millions of songs and podcasts on Anghami