Weekend edition EP71: The worlds richest man & the worlds most powerful man have a social media “spat”
The worlds richest man & the worlds most powerful man have a social media “spat”
Market Analysis
Weekend edition EP70: Nvidia does the heavy lifting again
In this episode, Jonathan and Mark discuss various market trends, including Nvidia’s strong earnings, the approval of Woodside’s gas project, and the implications of a potential bear market rally. They analyze the performance of the ASX, US earnings, and bond market dynamics, while also touching on geopolitical factors affecting commodities like uranium, gold, and silver. The conversation wraps up with predictions for the upcoming week and insights into investment strategies in the crypto space.
Weekend edition EP69: Global Bond Markets Signal Investor Alarm
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
Weekend edition EP68: The running of the tech bulls, could it be running out of energy?
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
Weekend edition EP67: Powell talks about Stagflation, without mentioning Stagflation
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
Weekend edition EP66 – 100 days of Chaos, what to expect in the next 100 days
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
Weekend edition EP65 – Trump changes the plan…. As planned
“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments.
Pre-Market Pulse 19th October – NVIDIA and rising bond yields push stocks lower
Last Night’s Market Recap Daily Weekly Daily Weekly Overnight – Fresh highs in bond yields squash earnings positivity Equities fell
Pre-Market Pulse 18th October – Fresh highs in bond yields squash earnings positivity
Equities fell overnight led by tech, as investor sentiment was soured by Nvidia-led weakness in chip stocks and a jump in Treasury yields following stronger retail sales data that boosted bets on a Fed rate hike by year end.
Pre-Market Pulse 17th October – Big tech shrugs off geopolitics and rising yields to finish higher on earnings optimism
Equities rallied overnight as investors piled back into big tech, shrugging off an ongoing climb in Treasury yields as optimism of quarterly earnings expected this week.
Pre-Market Pulse 14th October – Strong bank earnings support DOW as Tech weighs
Equities finished generally lower on Friday on continuing geopolitical pressure weighing on the market into a weekend.
Pre-Market Pulse 13th October – Hot Inflation & employment data lifts yields
The CPI rose to 0.4% in September, taking the annual rate to 3.7%, slightly above expectations for a 0.3% and 3.6% rise respectively.