This week, Sean Markowicz and Luke Pearce discuss the latest US employment report, the implications for the US Federal Reserve, and the Bank of England’s interest rate decision.
To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/
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Aug 21
#336 Summertime ruminations
This week, Sophie Barrington talks to Sean Markowicz about UK and US inflation data, what the detail beneath the surface reveals about the state of price pressures, and how markets are pricing the future. To read news and insights from Barclays Wealth Management, visit https://ww ... Show More
13m 23s
Jul 31
#333 Trade deals, interest rates and the US dollar
Sean Markowicz and Sophie Barrington take a deep dive into the US-EU trade agreement, the latest updates from the major central banks, and recent moves in currency markets. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-manageme ... Show More
11m 55s
Nov 2024
Talking Heads – Will US equities run much further, pause or stumble?
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insight ... Show More
12m 20s
Sep 2024
Talking Heads - Emerging market debt: Further to go after a strong run
Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, and Andrew Craig, Co-head o ... Show More
8m 47s
Mar 2025
Talking Heads – Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More
7m 51s
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
May 30
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Mar 2023
Recession Warnings from Retail and Canadian Banks Roundup
In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings including Live Nation, Intuit, Canadian Banks and several retail companies.
Symbols of stocks discussed: LYV, JWN, COST, WMT, TGT, HD, ... Show More
49m 43s