logo
episode-header-image
Apr 2024
11m 58s

Equities buoyed by strong corporate and ...

JULIUS BAER
About this episode

While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate earnings eased concerns about higher interest rates. In the Asia-Pacific region, Australia reported a slowdown in inflation, while the Bank of Japan is again said to be looking at currency intervention. Mathieu Racheter, Head of Equity Strategy, joins the show today to provide an update on the ongoing earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:25 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:08 Q1 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)

10:51 Closing remarks by Bernadette Anderko (Investment Writing)


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 


Up next
Today
Gold glitters, stocks rally, and China’s cracks
European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Chinese consumer sentiment remains weak, while Germany’s industrial downturn fuels structural concerns. With the Fed maintaining a do ... Show More
14m 44s
Yesterday
Gold breaks records as markets pause
Global equity markets paused after a strong rally, with US equities dipping slightly and bringing an end to a seven-day winning streak as Oracle’s weak cloud margins raised concerns about profitability in AI infrastructure. European stocks remained flat, though French luxury bran ... Show More
17m 25s
Oct 7
US stocks hit fresh highs on deals and despite geopolitics
Major US equity indices, from small caps to tech, hit fresh highs yesterday, spurred by strong corporate news – from semiconductors to banking deals. Political uncertainty in France and Japan lifted bond yields, weakened the yen and euro, and drove gold towards the historic USD 4 ... Show More
13m 28s
Recommended Episodes
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies In this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut exp ... Show More
1h 1m
Aug 29
Wall Street Roundup: valuation concerns and uncharted waters
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises ... Show More
10m 59s
Mar 2025
Special Report: Global Market Selloff Easing with Mike Wilson and Mohamed El-Erian
Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian.   Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President ... Show More
21 m
Sep 5
Wall Street Roundup: jobs data, gold highs, AI + tariff impact
Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)Take our Investment News Quiz!Show NotesWall Street's major averages slide after briefly tagging record highs as payrolls data ... Show More
10m 50s
Mar 2025
Market Volatility Raises Risk-On or Risk-Off Question
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More
34m 9s
Apr 2021
Stocks Fall Despite Amazon's Blowout Quarter, The Bulls Winning In April, Twitter Tumbles, and Apple vs. the EU
On the final trading day of what has been a strong April for stocks, Carl Quintanilla and Jim Cramer led off the show with a look at blowout quarterly results from Amazon which sent the stock higher. They explored Amazon's dominance over retail and the strength in its Amazon Web ... Show More
43m 49s
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments. Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold Start your free online visit today at https://hims.com/gold In ... Show More
1h 1m
Sep 26
Economic Reacceleration or Growth Scare? | Weekly Roundup
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ... Show More
1h 7m
Apr 2025
What Should Investors Expect from Earnings Season?
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins. Read more insights from Morgan Stanley.  ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morga ... Show More
3m 56s