Markets climb to record highs despite geopolitical tensions and rising oil prices, as investors lean into earnings resilience and global growth signals. Plus, FOMO and renewed risk appetite push equities higher, with cyclicals and financials leading the charge. Later, elevated expectations, AI driven productivity and potential growth risks remain key factors ... Show More
Apr 15
AI rally broadens, geopolitical risks linger, and earnings stay strong 4/15/26
Markets surge toward record highs as AI driven growth expands beyond Mega-cap tech, and earnings remain resilient despite geopolitical tensions. Plus, Amazon’s push into satellite connectivity highlights the next phase of AI infrastructure and competition. Later, energy shocks, p ... Show More
44m 2s
Apr 14
AI momentum, oil shocks, and markets look through volatility 4/14/26
Markets push higher despite oil shocks and geopolitical uncertainty, as investors focus on forward earnings and strong tech driven growth. Plus, AI continues to expand across sectors, driving expectations for margin gains and productivity. Later, inflation risks and supply disrup ... Show More
43m 56s
Apr 2025
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More
9m 2s
Nov 2024
How Globalization Has Changed Strategic Planning
In 1992, Canada, Mexico, and the U.S. signed NAFTA, the North American Free Trade Agreement, and the global business landscape began transforming. Pankaj Ghemawat, a professor at NYU’s Stern School of Business, studies how companies have adjusted their strategies to that disrupti ... Show More
28m 28s
Jun 2025
What is behind the calmness in global markets?
Global markets, including the US, have been quietly calm, although there have been warning signs of looming risks and uncertainty after Donald Trump’s “liberation day” tariffs announcement. What’s behind such market “silence”? Roger Hearing hears from Gillian Tett, the chair of t ... Show More
49m 27s
Feb 2025
Trading Insights: Evolution of the markets structuring business
<p>In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses. They delve into the key driver ... Show More
26m 23s
Feb 2025
US, Russia to Meet on Ukraine; Markets Cautious Amid Global Trade Tensions
On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus ... Show More
17m 12s
May 2025
Macro Freestyle: Trade wars, currencies and central banks
<p>Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, examine the outlook for the US dollar, inflation, global trade flows, EM central bank policy and EM FX amid the US-led global trade war. They also ident ... Show More
19m 58s
Oct 2025
Tesla’s New Product Launch, RBC Capital Markets’ Gerard Cassidy, Nike CEO Elliott Hill, Renaissance Macro’s deGraaf Market Assessment
<p>“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investo ... Show More
42m 30s