logo
episode-header-image
Sep 2024
16m 48s

Laser focus on US payrolls data

JULIUS BAER
About this episode

Global equity markets struggled to find interest in the last 24 hours as traders and investors alike digested more US and European data whilst waiting with baited breath for today’s US non-farm payrolls data. The only area that saw appetite was the tech sector, in particular the Magnificent Seven. Richard Tang, Head of Research Hong Kong, provides an update on the latest developments in China, as well as reiterating why we see good opportunities in Japanese equities.

00:00 Introduction by Helen Freer (Investment Writing)

00:21 Markets wrap-up by Bernadette Anderko (Investment Writing)

05:35 Asia update by Richard Tang (Head of Research Hong Kong)

15:32 Closing remarks by Helen Freer (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
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Aug 21
A significant intra-day reversal in US technology stocks
The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ... Show More
11m 38s
Aug 20
Tech stocks stumble but the broader market holds up
While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 con ... Show More
17m 19s
Recommended Episodes
Jun 10
Core blimey: what’s up at Apple?
It brought us the iPhone–and changed the world. Now Apple is struggling to keep up with rapid advances in AI. Our correspondent assesses its future. China used to rely on Russian patronage. That power relationship has now largely been reversed (9:41). And remembering Amanda Feild ... Show More
23m 15s
Jan 2025
US Launches Probe on Potential DeepSeek-Nvidia Link
On today's episode, we get the latest on DeepSeek after news that US officials are probing whether the Chinese AI startup bought advanced Nvidia semiconductors through third parties in Singapore. We speak with Catherine Thorbecke, Asia Tech Columnist for Bloomberg Opinion. We'll ... Show More
24 m
Jan 2025
929. News: The role of fintech in responding to California's wildfire crisis
All of us at 11:FS send our love and support to all of our friends in Los Angeles who have been affected by the wildfires.On this week's Fintech Insider News, host David M. Brear is joined by a great panel of experts as we take a closer look at the most interesting stories from t ... Show More
1h 2m
Feb 2025
Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe
On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China ta ... Show More
14m 40s
Jun 10
Core blimey: what’s up at Apple?
It brought us the iPhone–and changed the world. Now Apple is struggling to keep up with rapid advances in AI. Our correspondent assesses its future. China used to rely on Russian patronage. That power relationship has now largely been reversed (9:41). And remembering Amanda Feild ... Show More
23m 15s
Jan 2025
927. News: WhatsApp Pay fully rolls out in India and fintechs are spending more on ads than ever before
On this week's Fintech Insider News, host Laura Watkins is joined by special guests to discuss the most interesting stories from the past week in the world of fintech and financial services. Topics covered include: WhatsApp Pay being made available to all 500 million users in Ind ... Show More
1h 6m
May 12
A Vulnerable China Comes to the Table
Over the weekend, top negotiators from the U.S. and China met for the first time since President Trump rapidly escalated a trade war between the world’s two economic superpowers.Keith Bradsher, the Beijing bureau chief for The New York Times, discusses the pressures facing China, ... Show More
31m 51s
Oct 2024
910. Insights: Is Singapore the best place in the world to start a fintech?
On this episode of Fintech Insider Insights host David Barton-Grimley is joined by some great guests to talk about the current state of fintech in Singapore. Singapore’s reputation as a global fintech hub has grown exponentially over the past few years and we’ve noticed a big upt ... Show More
47m 53s
May 5
Warren Buffett Is Stepping Down. What’s Next for Berkshire Hathaway?
P.M. Edition for May 5. The Oracle of Omaha’s move after a 60-year run will be a moment of reckoning for the company he built. WSJ deputy markets editor Justin Baer discusses how Berkshire Hathaway’s new leadership will navigate that. Plus, a study out today shows that Beijing’s ... Show More
14m 9s
Mar 2025
943. News: Inside Taktile's Series B, Brex bounces back, and closing the female funding gap
About this episode: Host Laura Watkins is joined by an expert panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wider financial services.Stories covered on the podcast this week include: The AI-powered risk decision platform Takt ... Show More
1h 5m