معلومات عن هذه الحلقة
The news flow this week, whether from highly indebted data centre builders or the French riots, is a reminder that higher bond yields will always create stress somewhere.
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البحث في الحلقات الماضية
البحث في الحلقات السابقة من Markets Explained.
حلقات أخرى في هذا البودكاست
This week, Karen and Hugh discuss recent strong economic data and lingering inflation concerns that are pushing up bond yields. They then delve into what to make of the bond market interventions we’re increasingly seeing from finance ministers and treasury secretaries who are grappling with higher …
The market is wrapping up a stellar earnings season with growth broadening by geography and sector. No wonder markets keep hitting all-time highs. Karen and Hugh break down the earnings news and discuss what the macro data suggests about the outlook from here.
In this week's podcast, Karen and Hugh discuss the latest flurry of economic news which suggests the global economy is weathering the barrage of shocks thrown at it. They also share their immediate reaction to the new UK Chancellor of the Exchequer’s first speech and ask: having talked the talk, ca…
Bond markets are off to a bumpy start in September with government borrowing costs rising sharply around the globe. In this week’s podcast, Karen and Hugh break down what is troubling bond investors, how policymakers may respond, and whether equity investors need to worry.
In this week’s episode, Karen and Hugh reflect on the outlook for inflation and the Middle East, what the earnings season tells us about the broadening of opportunities, and why it’s a good time to invest despite the geopolitical turmoil.
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من J.P. Morgan Asset Management Market Insights، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
تعديل
شكراً على مساعدتنا في الحفاظ على قاعدة بيانات البودكاست مُحدَّثة.
