Moving Markets

Moving Markets

Release Date

Latest Episode

The View Beyond: Why the short end looks sweet

With yields at historically attractive levels and the yield curve offering attractive opportunities, fixed income is drawing renewed attention from investors seeking both income and capital preservation. But is the short end of the curve really as appealing as it seems—and what s ...  Show more

All Episodes

The View Beyond: Why the short end looks sweet

With yields at historically attractive levels and the yield curve offering attractive opportunities, fixed income is drawing renewed attention from investors seeking both income and capital preservation. But is the short end of the curve really as appealing as it seems—and what s ...  Show more

The NVIDIA rally yesterday and Kevin Warsh's speech today

NVIDIA added USD 442 billion to its market capitalisation yesterday, with gains spreading beyond chipmakers into software and cybersecurity stocks amid strong earnings releases. Political uncertainty and debt concerns weighed on French markets ahead of the country's first preside ...  Show more

NVIDIA delivers fuelling the AI trade

Markets traded largely sideways ahead of the earnings release from NVIDIA, the world’s most valuable company by market capitalisation. After the US market close, the company once again exceeded expectations, delivering stronger-than-anticipated guidance and sending its shares mor ...  Show more

Falling oil prices calm markets ahead of inflation test

Markets found their footing yesterday despite an intensification of US sanctions on Iran, as traders focused on the shift towards economic rather than military pressure and the resulting decline in oil prices. Equity markets generally moved higher, led by gains in technology shar ...  Show more

Equities pause for breath ahead of Big Tech earnings

Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jones gained 0.25% on the day. It was a similar story in Asia this morning as investors digested the potential ramifications of 'Operation Economic Outcast', whil ...  Show more