logo
episode-header-image
Oct 2024
9m 21s

Chine, BCE et résultats : ça se bouscule...

Anthony Bondain
About this episode
Les marchés boursiers continuent à regarder vers le haut, alors que se profile la première salve de résultats du troisième trimestre. Les investisseurs ont eu un avant-goût la semaine dernière avec les chiffres de trois banques américaines et de PepsiCo. Pendant ce temps, la Chine est sur un point de bascule après la forte remontée des indices depuis un mois ... Show More
Up next
Today
Le Nasdaq joue le Fed Put
<p>🎧 La Chronique Bourse – Podcast sur les marchés financiers, actualité économique et analyse boursière</p><p>Bienvenue sur La Chronique Bourse, le podcast quotidien animé par Anthony Bondain, rédacteur en chef de Zonebourse.</p><p>Chaque épisode vous propose un condensé de l’a ... Show More
8 m
Yesterday
Cacophonie sur la baisse des taux
<p>🎧 La Chronique Bourse – Podcast sur les marchés financiers, actualité économique et analyse boursière</p><p>Bienvenue sur La Chronique Bourse, le podcast quotidien animé par Anthony Bondain, rédacteur en chef de Zonebourse.</p><p>Chaque épisode vous propose un condensé de l’a ... Show More
8m 43s
Nov 21
Les héros sont fatigués
<p>🎧 La Chronique Bourse – Podcast sur les marchés financiers, actualité économique et analyse boursière</p><p>Bienvenue sur La Chronique Bourse, le podcast quotidien animé par Anthony Bondain, rédacteur en chef de Zonebourse.</p><p>Chaque épisode vous propose un condensé de l’a ... Show More
7m 26s
Recommended Episodes
Aug 25
The Week in Markets: Two milestones in the US stock market, and one in China’s
Recent comments from Federal Reserve Chairman Powell suggest potential interest rate cuts, beginning in September. Meanwhile, the S&P 500 index has returned 30% since its April low, and the Dow Jones Industrials Average made a new high for the first time this year. The Shanghai C ... Show More
12m 27s
Sep 2024
Investors up bets on 50bps U.S. rate cut
<p>The greenback falls and the Dow hits a record high with investors increasingly betting on a 50bps interest rate cut from the Fed later this week. In Japan, the Nikkei is in the red as the yen strengthens past ¥140 /USD, while a CNBC survey shows a split over the timing of the ... Show More
25m 15s
Oct 2024
IMF hikes U.S. FY outlook
<p>The IMF hikes its U.S. forecast for 2024 but Germany weighs on the European outlook. The IMF’s Director of the Monetary and Capital Markets department, Tobias Adrian tells CNBC there are reasons for optimism. The S&amp;P 500 suffers its first back-to-back session loss since Se ... Show More
22m 16s
Jan 2025
DeepSink: China's DeepSeek Slams Stocks
MRKT Matrix - Monday, January 27th S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC) What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg) Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloombe ... Show More
8m 54s
Sep 23
Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows
The big things you need to know: • First, weakness in Homebuilders doesn’t bode well for the recent outperformance of Small Caps. • Second, we’ve continued to see some slippage in earnings sentiment (the rate of upward EPS estimate revisions) for the S&P 500, which has been drive ... Show More
6m 41s
Sep 2024
Investors are cautious ahead of market's triple witching witchery
<p>US markets brace for a dip as rate cut euphoria fades, while global central banks stand firm in a week of steady rates and measured moves. Investors eye Japan's monetary tightening and China's market maneuvers amid corporate shake-ups and triple witching volatility.</p><p></p> ... Show More
3m 50s
Apr 2025
Markets Rebound After Monday’s Drop… And Netflix Streams Higher 4/22/25
<p>Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other directi ... Show More
48m 31s
Jan 2025
Intertwined markets and upcoming earnings
Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ... Show More
13m 48s
Oct 2024
10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios
All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ... Show More
46m 29s