1007 Épisodes

  1. Choppy sentiment shifts as first megacaps report earnings.

    Publié: 26/04/2023
  2. If you’re not confused, you’re not paying attention

    Publié: 25/04/2023
  3. Heart of earnings season this week. Debt ceiling next steps.

    Publié: 24/04/2023
  4. Debt ceiling crunch time. Geopolitical tectonics rumbling in the background.

    Publié: 21/04/2023
  5. Time to buy some downside insurance? Big weather shift coming...

    Publié: 20/04/2023
  6. It’s been a narrow US equity market rally. Tesla is on tap.

    Publié: 19/04/2023
  7. Listening to Lagarde for once. Was Empire Manufacturing whiplash a signal?

    Publié: 18/04/2023
  8. Special Edition: Generative AI Part 2 with Emil Sarauw

    Publié: 17/04/2023
  9. Treasury yields jump, USD fights back as earnings season hits full stride this week.

    Publié: 17/04/2023
  10. Market in goldilocks mode, with massive earnings week ahead.

    Publié: 14/04/2023
  11. Inflation is not going away. Earnings season incoming.

    Publié: 13/04/2023
  12. Another 0DTE frenzy in wait on US CPI?

    Publié: 12/04/2023
  13. This market is tough to keep down. US CPI tomorrow to set tone.

    Publié: 11/04/2023
  14. Special Edition: Generative AI Part 1: what it is and how and whether to gain exposure.

    Publié: 06/04/2023
  15. Market jolted by JOLTS - an overreaction or sign of fear?

    Publié: 05/04/2023
  16. Market shrugs off oil spike, celebrates lower yields

    Publié: 04/04/2023
  17. OPEC spoils the megacap party

    Publié: 03/04/2023
  18. If market is right on Fed, the economy has to nosedive, and fast.

    Publié: 31/03/2023
  19. Equities marching higher on AI and mega caps focus

    Publié: 30/03/2023
  20. Equities extend momentum led by energy

    Publié: 29/03/2023

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