Episodes
908
Latest episode
Oct 2026
Language
EN
Join us weekday mornings where we bring you up to date with the most important investment market news of the day.
Harry Southren, Investment Analyst, reflects on equity market moves, the ongoing troubles in the French bond market, as well as geopolitical developments between Russia and Ukraine, and a look ahead to upcoming data.
Paul Durrans, Investment Director, and Harry Southren, Investment Analyst, discuss the AI Capex which is weighing on stock markets. Furthermore, they discuss why oil prices continue to rise despite reports of healthy supply.
Kevin Kidney, Head of Investments, discusses the upcoming inflation and employment figures from the UK, with expectations that the data may lead the Bank of England to being raising interest rates in November
Kevin Kidney, Head of Investments, and Harry Southren, Investment Analyst, discuss inflation pressures on both the consumer and industry, after the recent release of US inflation data, as well as a reflection on bank earnings in both the US and UK.
Harry Southren, Investment Analyst, discusses the resilience of equity markets, developments in bond markets, as well as a look ahead to upcoming inflation data and company earnings announcements.
George Bell and Paul Durrans, Investment Directors, discuss what is driving the moves in bond markets, and how the economic backdrop plays in to why this is occurring, as well as a look into the recent stabilisation of inflation expectations and the political climate affecting the French bond market.
Kevin Kidney, Head of Investments, discusses the strong growth backdrop in the US, underpinned by strong AI earnings, and the effect this is having on bond markets.
George Bell, Investment Director, and Joe Forward, Investment Analyst, discuss the impact of US inflation on interest rate expectations, the health of the UK economy, and US corporate earnings, with a particular focus on AI companies.
Amanda Whitecross, Investment Director, discusses the continuing volatility seen in bond markets, as well as the upcoming US Non-farm payrolls data, which will be critical in the Federal Reserve’s potential interest rate decision in October.
Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss an apparent upswing in US growth, as well as inflationary pressures which have validated the Federal Reserve’s interest rate hike decision. They also discuss why these conditions have been good for equity markets which are near all-time highs.
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
Alexander Spencer
