Yesterday

US Markets Wrap: US earnings could boost markets, watch out for concentration risks

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios. Produced/Presented: Ry ... Show More

10m 8s

Jul 10

US Markets Wrap: To buy or not to buy (on the dips)?

Alex Morris, CEO, F/m Investments discusses why momentum does not always equate to optimism, and why investors should not try to buy on the dips in the current market. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

10m 57s

Jul 9

US Markets Wrap: US sabre-rattling with tariffs to weaken the dollar

John Lekas, President and CEO of Leader Capital shares why the U.S. administration may be pursuing a deliberate weak-dollar policy, partly to gain an upper hand in trade with countries like China by making U.S. exports cheaper and putting pressure on foreign economies. He believe ... Show More

7m 34s

Apr 1

Looking for Clarity on Tariffs and Can Gold Keep Shining Bright? 4/1/25

We’re less than a day away from President Trump announcing plans for new and reciprocal tariffs. How the markets are bracing for the news. Plus gold hitting another record high during the session – can the momentum continue? And Coreweave gets a big endorsement from a tech invest ... Show More

43m 48s

Feb 2025

Looming Trump Tariffs Rattle Asian Markets

On today's episode, we examine how impending tariffs from the Trump administration in the US are sending shock waves through global markets. Bloomberg's Stephen Engle has analysis on what the response from Beijing may look like. Jun Bei Liu, Founder and Portfolio Manager at Ten C ... Show More

18m 14s

Nov 2024

The Trump effect: stocks, crypto, and rates surge

Join us on MovingMarkets as we break down the market implications of a potential second term for Donald Trump. With his pro-growth policies, including corporate tax cuts, deregulation, and new tariffs, investors are betting on a boost to US stocks, the US dollar, and crypto asset ... Show More

12m 23s

Aug 2024

US economic data and the JPY in focus this week

Global equity markets staged a remarkable recovery from the panic at the start of last week, while government bonds and gold acted as effective hedges during the market turmoil. This week, all eyes will be on the US economic reports and whether they will show that the US economy ... Show More

13m 12s

Apr 7

The Trump Trade War’s First Casualty? The Bull Market

It's been a volatile few days across global markets. As the equity sell-off has deepened, a growing number of market strategists have revised down their targets for where the S&P 500 will be at the end of the year, and economists at several big banks have updated their forecasts ... Show More

19m 53s

Dec 2024

Amazon, Meta back Trump inauguration

Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44) Episode transcripts se ... Show More

6m 8s

Nov 2023

Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz

On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:3 ... Show More

1h 33m

Apr 23

Lessons from the recent US Treasuries sell-off

Markets shook after US President Donald Trump announced his so-called reciprocal tariffs earlier this month. But there was one market in particular that got investors particularly worried: Treasuries. What’s usually a safe haven asset suddenly saw huge sell-offs. Trump managed to ... Show More

18m 21s

Oct 2024

Market volatility: earnings misses and economic surprises

Global stock markets are facing headwinds as several high-profile companies have fallen short of earnings expectations. However, recent economic data releases have painted a more optimistic picture, with Germany's economy unexpectedly posting growth in Q3. In this episode, we're ... Show More

12m 6s

Aug 2024

Stocks stage a comeback

US stocks surged yesterday, with the S&P 500 climbing 2.3% in its strongest session since November 2022. The positive market sentiment was fuelled by a drop in US initial jobless claims to the lowest level since late May, which also led to an upward shift in the yield curve. In A ... Show More

19m 23s

US Markets Wrap: US-China tariff cuts dr...