BU PODCAST HAKKINDA 🔗
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.
Güncelleme sıklığı:
weekly
Ortalama ses uzunluğu:
16 minutes
ingilizce
Amerika Birleşik Devletleri
25 bölüm
01 Mayıs 2026beri
episodic
SON ÇIKAN BÖLÜM 🔗
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.
SON BÖLÜMLERİ ARA
Markets Explained için geçmiş bölümleri ara.
ÖNCEKİ BÖLÜMLER 🔗
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 initial …
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, serving a…
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, 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.
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.
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan J.P. Morgan Asset Management Market Insights'e aittir.
PODCAST ARAMA MOTORU
3,827,855podcast'lerini ve196,291,185bölümlerini kişilere, yerlere veya konulara göre aramak için web sitemizi kullanabilirsiniz.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
SON BÖLÜMLERİ ARA
Markets Explained için geçmiş bölümleri ara.
BU PODCAST'İ İSTE
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post seri ilanlar for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
podcast yayıncısı röportajı...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
resmî X (eski adıyla Twitter) hesabımız will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
DÜZENLE
Podcast veritabanını güncel tutmaya yardımcı olduğunuz için teşekkür ederiz.
