About this episode
Yesterday
BTC in the swamp! | Crypto Talk
BTC is fighting the bears, but it seems hopeless - or is it? 00:00 Intro 00:29 Disclaimer 00:33 Preview 00:51 Bitcoin 03:09 Anthropic 03:57 Bittensor 05:40 Near & FET 05:59 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philoso ... Show More
6m 19s
Yesterday
Oil cheapens but US dollar appreciates!
Oil prices are falling as the interim US-Iran agreement raises hopes that the worst of the Middle East disruption may be behind us. But the stronger dollar – on hawkish Fed policy - is offsetting part of the benefit from lower oil prices. Because commodities are priced in dollars ... Show More
11m 17s
Jun 18
How private equity stopped being a billionaires' club | Unlocked
🦄 The biggest tech winners now stay private for more than a decade. That's where most of the value gets created, and until recently it was off-limits to anyone who wasn't already a billionaire. 🎙️ In this episode of UNLOCKED, Andreas Bezner explains how he went from professiona ... Show More
21m 27s
Nov 2024
Pricing In the Likely Republican Sweep
<p>With the Republican party poised to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying for a lighter regulatory environment, supportive tax policy and a possible rebound in investor enthusiasm.</p><p><br>< ... Show More
4m 17s
Nov 2024
Trump’s victory sparks US equity rally
<p>With Mr Trump confirmed as the next US President and a Republican sweep priced in as a 94% probability, US equities, especially those likely to benefit from his policy changes, took off yesterday. The rally was echoed by the US dollar and Bitcoin. US Treasuries sold off on exp ... Show More
17m 36s
Jul 2024
Investors Eye Reactions to US Presidential Debate
3m 22s
Nov 2024
Investor Expectations After the US Election
3m 55s
Mar 2025
A Trump Slump? How to Navigate Choppy Markets
It has been a wild few weeks in markets.
By last week, the S&P 500 had wiped out all its gains since Election Day – $3.4 trillion in value. When Trump was asked about the possibility of a recession over the weekend, he said the US was in a “period of transition.”
Then on Monday, ... Show More
16m 40s
Oct 2024
Spotlight on the US Elections
Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican ... Show More
6m 30s
Nov 2024
After Trump Win, Where Do Markets Move from Here?
3m 10s
Nov 2025
Wall Street Gains on Optimism US Will Soon Reopen
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street’s bets that the largest shutdown in US history is soon coming to an end drove a rebound in stocks, spurring optimism that access to official economic data will shed light on the Federal Reserve outlo ... Show More
36m 11s
Apr 2025
Late Day Stock Drop; Auto Industry On Edge From Trump Tariffs
<p>Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.<br><br>Another volatile day on Wall Street pushed the S&P 500 Index back to the brink of a bear market as the Trump administration doubled ... Show More
40m 34s
On Friday, the US announced a meagre 12K nonfarm job additions last month, the manufacturing and private nonfarm payrolls printed negative numbers. But the bright spot was that unemployment remained steady at 4.1% - suggesting that the NFP number probably took a one-off hit, and the wages continued to grow by 4% on a yearly basis. The market is now convinced ... Show More
<p>Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
<p>Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, head of C ... Show More
<p>With a second Trump term at least partially reflected in the price of global markets, we focus on two key debates for the longer-term: Potential tariffs and fiscal policy. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I’m Mic ... Show More
