The busy start to the year for markets is showing no sign of letting up anytime soon.
This week, Luke Pearce and Sophie Barrington discuss whether DeepSeek’s announcements are enough to roil the AI rally, the latest actions from the US Federal Reserve and European Central Bank, and whether the rise in UK gilt yields is behind us.
To read insights from Bar ... Show More
Nov 6
#346 Fixed income opportunities
This week, Sean Markowicz talks to Chris Bamford, Portfolio Manager, about the latest views on asset allocation from our active third-party fixed income managers. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-an ... Show More
20m 2s
Sep 2024
US financials under pressure and tech stocks rising as bond yields fall
<p>Tech stocks led the charge overnight, while financials felt the pinch, as yields fell, and the S&P 500 eked out a gain. But despite the market's mixed signals, all eyes were on the presidential debate between Kamala Harris and Donald Trump - and some believe Harris may hav ... Show More
12m 28s
Oct 20
Earnings season gets under way
US earnings season got started with some strong results from big banks, but markets have also been focused on emerging risks for some regional banks, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “There have been two big delinquencies in recent d ... Show More
10m 35s
Jan 2025
Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.
Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More
52m 45s
Sep 15
Rate decisions ahead – a make-or-break week for markets?
Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More
11m 5s
Aug 25
Jerome Powell opens the door to interest rate cuts
Global markets have rallied following Federal Reserve Chairman Jerome Powell's dovish speech on Friday that opened the door to interest rate cuts. In response, stocks, bonds, gold, and crypto assets surged, while the US dollar has fallen. Asian equity markets are following Wall S ... Show More
11m 5s
Jan 2025
Talking Heads – Where might markets go?’
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outloo ... Show More
6m 53s