1007 Épisodes

  1. Commodities: Silver comeback, watch OPEC as crude oil slides lower

    Publié: 16/11/2023
  2. Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings

    Publié: 15/11/2023
  3. Options: How to take advantage of options

    Publié: 15/11/2023
  4. Fixed-income: Inflation expectations, views on yields, and Moody’s US rating outlook

    Publié: 14/11/2023
  5. Commodities: Crude oil capitulation, the floor in gold, and roaring softs

    Publié: 09/11/2023
  6. Equities: EVs and oil demand, Recession or not, Adyen Investor Day

    Publié: 08/11/2023
  7. Fixed-income: The present opportunities in corporate bonds

    Publié: 07/11/2023
  8. Macro and FX: Weaker USD, China data, and RBA rate decision

    Publié: 06/11/2023
  9. Commodities: Special edition with WisdomTree

    Publié: 03/11/2023
  10. Equities: Key earnings, green transformation meltdown, and Q3 earnings status

    Publié: 01/11/2023
  11. Fixed-income: A barbell strategy and three central banks

    Publié: 31/10/2023
  12. Macro and FX: Will BoJ allow government bond yields to rise further?

    Publié: 30/10/2023
  13. Commodities: Gold defies rising bond yields, but why?

    Publié: 26/10/2023
  14. Equities: Q3 earnings, China restart, and the robust economy

    Publié: 25/10/2023
  15. Fixed-income: ECB pause, Treasury auctions, and yield curve positioning

    Publié: 24/10/2023
  16. Macro and FX: USD strength to get tested

    Publié: 23/10/2023
  17. Commodities: Gold likes peak rates and is the oil market running out of steam?

    Publié: 12/10/2023
  18. Equities: Is the mojo back? Novo Nordisk keeps surprising and Tesla earnings showdown

    Publié: 11/10/2023
  19. Fixed-income: The uptrend in bond yields remains, watch our for the BTP-Bund spread

    Publié: 10/10/2023
  20. Macro and FX: Potentially a defining moment in the Middle East

    Publié: 09/10/2023

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