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In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise?
In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.
Kekerapan kemas kini:
weekly
Purata panjang audio:
16 minutes
Bahasa Inggeris
Amerika Syarikat
25 episod
sejak 1 Mei 2026
episodic
EPISOD TERKINI 🔗
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.
CARI EPISOD LEPAS
Cari episod lepas bagi Markets Explained.
EPISOD SEBELUMNYA 🔗
In this episode, Hugh and Karen dive into the upcoming earnings season and highlight the questions on their minds in the tech space and beyond.
The US labour market could have added fuel to the bond market fire last week, but in fact it still looks broadly stuck in a ‘no hire, no fire’ pattern. With more and more oil leaving the Strait of Hormuz, one might also have expected the bond market to calm down. Hugh and Karen share their initi ...
On this week’s podcast, Hugh and Karen discuss the latest developments in the oil markets, including talk of diesel export curbs. They also highlight why the rise in bond yields has more to do with the resilience of economic growth than with inflation, and why equities are, so far, unfazed.
In this podcast, Hugh and Karen pick up on the latest political headlines from both Germany and the Middle East. They remind us why the economic implications are often far more sanguine than the political headlines would suggest, and why the bond market will act as the disciplining force, servin ...
Lots to discuss again this week, with conflict raging on in the Middle East, central banks under pressure to raise rates and bond markets still unsettled.
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, ...
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.
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 high ...
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.
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada J.P. Morgan Asset Management Market Insights, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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