So many all-time highs

Equity markets reacted to the August US non-farm payrolls data on Friday, which surprised to the upside, leading traders to believe that a hike is now more likely from the Fed on 16 September. Treasury yields moved higher, and the Dow and the S&P 500 closed the day lower. The Nas ...  Show more

Strong earnings, improving shareholder returns, corporate reforms, and continued AI-related demand have reinforced the case for Japanese equities. But with a stronger yen and policy normalisation underway, can Japan's momentum continue? In this episode, Cheng Hin Saw, Head of Inv ...  Show more

Markets hit new highs; Markets anticipate inflation data; Corning pops on AI strength; TSA screens record number passengers. 

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November ...  Show more

It's been a busy few weeks on Wall Street's financial market, as stock valuations are close to record levels. The S&P 500 index has hit a string of all-time peaks this month, while US corporate borrowing costs are nearing their lowest level in decades, and Nvidia became the first ...  Show more

Rising stock prices and falling bond yields in the US have essentially neutralised the impact of the Federal Reserve’s interest rate rises, western oil and gas majors are expected to face renewed scrutiny of their energy transition plans, and China’s metals and mining investme ...