Outlook 2024 with JPMorgan: Will Cuts be the ...

On January 3rd, 2026, Delta Force stormed Nicolás Maduro's compound in Caracas in Operation Absolute Resolve. Within hours, the Venezuelan president was shackled aboard the USS Iwo Jima, bound for Guantanamo Bay. Trump announced America would "run" Venezuela indefinitely. The pri ...  Afficher plus

Generation Z has divorced legacy brands. From fashion to food, skincare to supplements, young Indians are abandoning household names for Instagram-born startups their parents have never heard of. Zara feels too expensive and repetitive. H&M lacks uniqueness. Traditional brands fe ...  Afficher plus

The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ...

Co-founder Piers Curran returns to the Friday show to discuss:

Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022

We discuss the market fa ...

(1/25/24) The first estimate of Fourth Quarter GDP is released today: It's only a guess, but expected to be slightly above 2%, which would be the slowest rate of growth since 2023, and coming off Q3 growth of 4.9% (NOTE: The actual number, released after this show aired, is 3.3%, ...  Afficher plus