MM147: Unravelling Interest Rates, Commoditie...

This week on the Market Maker Podcast we break down the biggest M&A deals, private equity moves and activist investor plays shaping global markets.From a $6.2 billion African telecom infrastructure deal to a $33 billion private equity bet on the energy powering AI data centres, A ...  Show more

Oil prices are surging as tensions escalate between the US, Israel and Iran but what does it mean for inflation, interest rates and global markets?In this episode of the AmplifyME Market Maker Podcast, Anthony Cheung and Piers Curran break down the macroeconomic implications of t ...  Show more

A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share reached 9.5% in 2023, up from 7.5% in ...  Show more

CNBC’s Brian Sullivan reports on the Fed and your money. U.S. stock futures slipped after the major averages suffered declines amid concerns of stubbornly high inflation metrics. St. Louis Federal Reserve President James Bullard said he backed a 50 basis point interest rate hi ...

No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us ca ...

Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?

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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and ...