A quiet start to a busy week

How sustainable is the narrow leadership of US equity markets? With aggressive AI-related capex plans raising concerns about long-term returns, investors have been reassessing concentrated positions in US mega cap technology and turning their attention elsewhere. What should be i ...  Show more

US and European equity markets fell yesterday following President Trump’s announcement that Iran has 10-15 days to reach a deal over its nuclear programme. This pushed oil prices up over USD 72/ barrel this morning. On the bright side, Indian and South Korean equity markets climb ...  Show more

Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns ...

This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, ...  Show more

Episode 310: Neal and Toby recap the standout performances from the Meta, Microsoft, Alphabet, and Snap earnings this week. Then, the latest report on the US economy may show signs that the “soft landing” everyone was hoping for is looking more and more unlikely. Next, Chipotle i ...  Show more

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A central bank extravaganza lies ahead in the first half of December. The ball will get rolling with the Reserve Bank of Australia and the Bank of Canada next wee ...