Meta fell 15% in the afterhours trading despite earnings beat as investors didn’t like the weaker-than-expected revenue forecast for the current quarter and even less the news that the company will be spending more money to improve its AI capabilities. Tesla jumped 12% regardless of revenue miss. Google, Microsoft and Intel are due to report today. ... Show More
Jul 8
Tariffs, inflation, debt risks are everywhere – but markets don’t blink
Markets are brushing off 25–40% tariffs like they’re just minor annoyances. But the US is back to tariff warfare, inflation is knocking, repatriation risks from Japan are rising — and yet, equities barely flinch. The S&P 500 is near ATH levels, the Nikkei rebounds, and the Stoxx ... Show More
11m 15s
Jul 7
OPEC brings more oil to the market, as Trump’s tariff deadline approaches
The week starts with renewed pressure on oil prices as OPEC decided to ramp up its production restoration plans by announcing an additional 548,000 barrels per day—well above the 411,000 increase expected, and renewed pressure on risk appetite as the July 9th deadline approaches ... Show More
10m 42s
Oct 2021
Equity Monday: Byju's raises more money, somehow, as tech stocks fall
This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here. I also tweet.Sorry ... Show More
8m 10s
Aug 2022
Soft US CPI could boost stocks & gold!
Russia halted crude flows to Hungary, Slovakia, and Czech Republic yesterday because sanctions prevented payment of a transit fee. But oil bulls are also quite this week, as US and Iran could finally reach a nuclear agreement, which would then unlock the Iranian oil and give a ce ... Show More
9m 55s