The night is darkest before the dawn - it's m...

In an environment marked by higher inflation, geopolitical uncertainty and increased market volatility, private infrastructure is regaining focus as a resilient allocation.In this episode of Moving Markets: The View Beyond, William Fong, Head of Alternatives Specialists Asia & Mi ...  Afficher plus

Global markets sent mixed signals as US data pointed to surprising resilience, while the eurozone slipped back into contraction. Rising energy prices remain a key concern, driving inflation pressures and weighing on confidence. Equity markets reflected this caution yesterday, wit ...  Afficher plus

Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ...  Afficher plus

This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ...  Afficher plus

This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ...  Afficher plus

On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity. With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportuni ...  Afficher plus