AI rally broadens, geopolitical risks linger, and earnings stay strong 4/15/26

AI rally broadens, geopolitical risks linger,...

‏التالي

Morning Call 4/17/26

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global ...  عرض المزيد

Markets rally, earnings strength, and risk appetite returns 4/16/26

Markets climb to record highs despite geopolitical tensions and rising oil prices, as investors lean into earnings resilience and global growth signals. Plus, FOMO and renewed risk appetite push equities higher, with cyclicals and financials leading the charge. Later, elevated ex ...  عرض المزيد

‏حلقات موصى بها

Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
Investment Insights

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ...  عرض المزيد

Rethinking Global Trade from the South Up
The So What from BCG

The Global South isn’t standing still as tariffs and uncertainty roil financial markets and business plans. Aparna Bharadwaj, leader of BCG’s Global Advantage practice, explains how these nations are forming smart partnerships and moving from low-cost production to innovation-pow ...  عرض المزيد

How Globalization Has Changed Strategic Planning
HBR On Strategy

In 1992, Canada, Mexico, and the U.S. signed NAFTA, the North American Free Trade Agreement, and the global business landscape began transforming. Pankaj Ghemawat, a professor at NYU’s Stern School of Business, studies how companies have adjusted their strategies to that disrupti ...  عرض المزيد

What is behind the calmness in global markets?
Big Boss Interview

Global markets, including the US, have been quietly calm, although there have been warning signs of looming risks and uncertainty after Donald Trump’s “liberation day” tariffs announcement. What’s behind such market “silence”? Roger Hearing hears from Gillian Tett, the chair of t ...  عرض المزيد