Viewpoints with Burkhard Varnholt - A gl...

We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More

French politicians have been doing politics. This week’s prime minister, Lecornu, has suggested that a majority of national assembly members favor seeking a compromise budget. The suggestion is less fiscal tightening than was originally proposed. French assets are likely to conti ... Show More

On this week’s episode of Viewpoints, Burkhard acknowledges the third birthday of the current bull market and explains whether the bull has further room to run - assessing where are now and where we may be heading from here. 

Security alerts in Nigeria and South Africa... We'll hear what they entail and how people are preparing to weather the warnings.And the story of how a four year-old Tunisian child ended up in Italy - on her own - after crossing on a smuggler's boat.Those stories and much more in ... Show More

After four long years of numerous crises, sub-Saharan Africa’s hard-won recovery has been disrupted by yet another shock. The sudden shift in the global outlook has clouded the region’s short-term prospects and significantly complicated policy making. Economist Andrew Tiffin and ... Show More

In this insightful Market Mondays clip, Rashad Bilal and Troy Millings take you on a powerful journey across Africa as they reflect on their recent travels to Rwanda and Kenya. From attending the NBA Africa League to meeting with influential dignitaries, entrepreneurs, and local ... Show More

There are now many more stock markets in Africa than there were forty years ago. Ethiopia is the latest country to join the club after re-starting its stock market this month. But what role do they play in the economy of our countries, and how exactly do they work? The companies, ... Show More

Following a torturous Thursday for the US stock market, stocks began Friday in positive territory. We take an in-depth look back at a remarkably challenging week for global markets, as well as a look ahead to what we can expect in the future. To learn more about how CNN protects ... Show More

Ahead of US non-farm payrolls data due out later today, and following the latest developments in the Middle East, European and US stock markets closed lower yesterday. Hong Kong, Japan and South Korea, however, had a positive session as mainland China continued to enjoy the Golde ... Show More

In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day ... Show More

In this week's episode of the SaxoMarketCall, we're diving deep into the world of commodities. Earlier this summer, the buzz was all about the potential for a commodity supercycle. But, with recent upheavals in the financial markets, that outlook is now up in the air. That's why ... Show More

As part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts, today's show features a clip from a conversation where Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the ... Show More

The guys are back with full length episodes! In this show, Rhett talks about his trip to Portugal that resulted in a few choice encounters, a new understanding of roads, and an alarming spill. Plus, a trip back to North Carolina that was very buzzy in the worst way possible. Find ... Show More