logo
episode-header-image
Mar 2024
8m 18s

Companies need to calculate risks as the...

MARKETPLACE
About this episode

The Securities and Exchange Commission passed new rules this week requiring public companies to disclose climate-related risks to investors. The rules are meant to standardize reporting requirements on things like emissions and exposure to climate change-related disasters. We unpack. Also: When will the Fed cut rates? Senators are likely to put Jay Powell on the spot when he testifies. And New York Community Bancorp gets a $1 billion injection from investors.

Up next
Mar 2024
Will safety issues at Boeing seriously impact air travel?
Consumer trust in Boeing is wearing thin since an airplane door ripped off a 737 Max 9 in January, which has been followed by a string of other recent Boeing safety incidents. So how much does faltering trust actually impact the business of air travel? Plus, President Joe Biden w ... Show More
8m 36s
Mar 2024
China’s National People’s Congress comes to a close
From the BBC World Service: China’s annual policy meeting has drawn to a close at a time when the country has mountains of debt, high youth unemployment and a property sector in crisis. So what is the government’s plan to boost confidence and steady the economy? Also on today’s p ... Show More
7m 44s
Mar 2024
AI can’t handle the truth when it comes to the law
Almost one in five lawyers are using AI, according to an American Bar Association survey. But there are a growing number of legal horror stories involving tools like ChatGPT, because chatbots have a tendency to make stuff up — such as legal precedents from cases that never happen ... Show More
9m 50s
Recommended Episodes
Mar 2025
Trump dump?
The president proposes and the markets dispose … of recent gains. Tariffs, deportations, budget cuts, political isolation and other “exciting” new plans seem to be unsettling investors, who are leaving US equities and heading for the safety of bonds. Today on the show, Rob Armstr ... Show More
22m 57s
Nov 2024
Talking Heads – What are the implications of climate change for investors?
While debate may rage over the feasibility of the Paris Agreement goals on containing climate change, it is clear to many investors that economies are inevitably moving towards net zero emissions and many policymakers are legislating in the realisation that the transition is comi ... Show More
9m 22s
May 2024
Investors cautious as spotlight falls on US inflation
Dollar gains slightly on hawkish Fed remarks. Investors scale back their Fed rate cut bets. China’s CPI rises for the third straight month. US stocks stay supported despite rebound in yields. Risk Warning: Our services involve a significant risk and can result in the loss of your ... Show More
3m 30s
Sep 2024
Investors lock gaze on NFP data
Dollar slides as data offer little respite to concerned investors. NFP to accelerate somewhat, but PMI surveys pose downside risks. S&P 500 and Dow Jones end in red ahead of the job numbers. Gold rebounds, approaches record high; oil stabilizes. Risk Warning: Our services involve ... Show More
3m 45s
Aug 2023
Risk aversion keeps dollar supported ahead of CPIs
Concerns about China and Moody’s downgrade weigh on sentiment. Dollar gains on safe-haven demand, awaits inflation data. Risk aversion keeps Wall Street in correction mode. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. ... Show More
4m 14s
Feb 2025
US CPI and Trump could upset the fragile risk appetite
Send us a textDollar losses mount as markets prepare for US CPI. An upside CPI surprise could spice up Powell’s testimony. Trump could open a new round of tariffs. Gold drops from a new record high.Risk Warning: Our services involve a significant risk and can result in the loss o ... Show More
4m 15s
Apr 11
Week Ahead: ECB set to cut, BoC might pause as Trump U-turns on tariffs
Send us a textECB is expected to trim rates, but the BoC might pause this time.  UK and Canadian CPI data also in the spotlight. Retail sales the main release in the United States. China GDP eyed as Beijing not spared by Trump.Risk Warning: Our services involve a significant risk ... Show More
10m 27s
Feb 2025
Trump sparks tariff confusion, dollar gains; Nvidia underwhelms
Send us a textTrump threatens EU tariffs, creates confusion about Mexico and Canada duties. Dollar rebounds but gold slides again. Nvidia falls in after-hours trading as earnings fail to set Wall Street alight.Risk Warning: Our services involve a significant risk and can result i ... Show More
4m 26s
Feb 2025
Week Ahead: Fed minutes, RBA and RBNZ decisions in focus
Send us a textAfter Powell and CPI data, dollar traders turn to Fed minutes. RBA to cut rates by 25bps, focus on forward guidance. RBNZ may opt for a third consecutive 50bps rate cut. UK, Canadian and Japan’s CPI data also in focus.Risk Warning: Our services involve a significant ... Show More
8m 26s
Mar 2025
Does It Pay to Copy Congress' Stock Trades?
Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.Key Takeaways:Why I ... Show More
13m 19s