Markets are rattled as geopolitical risk collides with stubborn inflation and rising interest rates. In this episode of the Cents of Security Podcast, host Mary MacNamara is joined by Jose Torres, Senior Economist at Interactive Brokers, to break down what’s driving the latest volatility—from surging oil prices and elevated yields to weakening AI momentum an ... Show More
Mar 11
Is Korea’s Market Boom Hitting a Geopolitical Wall?
Host Elizaveta Gridneva sits down with Heejung Kim, Managing Director at Direxion, to unpack a dramatic week in the Korean market as geopolitical tensions and oil shocks trigger massive swings in the Kospi. They also explore Korea’s unique retail investor culture, the outsized ro ... Show More
10m 7s
Mar 9
Europhoria: Is Europe’s Market Moment Here?
European markets have been quietly outperforming, powered by strength in banks, industrials, defense, and utilities. In this episode, experts discuss whether Europe’s resurgence is just a short-term rally or the beginning of a longer shift in global capital flows.
22m 46s
Oct 2022
Hot CPI and Hail Mary Outlook
<p>Colleague Marisa DiNatale, Director Economist at Moody's Analytics, joins Mark and Cris to breakdown the September Consumer Price Index Report. They also discuss the impact of inflation on energy prices, food prices, the housing market, and wage growth.</p><p>Full episode <a h ... Show More
1h 5m
Aug 2024
Tiffany Wilding Talks Post-Pandemic Economy
Tiffany Wilding, Managing Director and Economist: North America at PIMCO, discusses the economy's readjustment post-pandemic, and analyzes inflation and labor market data with Bloomberg's Tom Keene and David Gura.See omnystudio.com/listener for privacy information.
4m 17s
Aug 2025
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s