The Markets

A more ‘disciplined’ IPO market

The fixed-income selloff: A new supply-demand dynamic?

The impact of rising oil prices

This podcast episode discusses the recent surge in oil prices and its implications for the global economy. The main drivers behind the price increase are the high demand for oil during the summer and the extended supply cuts by OPEC, particularly by Saudi Arabia and Russia. As a result, crude oil prices have risen by a...

What we’re hearing from some of the world’s largest investors now

Normalizing inflation: are ‘hard yards’ ahead?

Are higher rates the new normal?

What this week's CPI tells us about US economic health

Why markets are in a period of 'normalization, not nirvana'

What the Fed’s hike means for the S&P 500

Why the Nasdaq 100’s rebalancing matters for investors

Are investors betting the worst is over for U.S. inflation?

How institutional investors are navigating market crosscurrents

Are there green shoots in the IPO market?

Can the global economy withstand higher interest rates?

What the Fed’s hawkish pause means for markets

Why the AI-driven tech rally has legs

What’s next for U.S. Treasuries

Are markets pricing in the potential of a default?

Why European stocks are beating US equities

Pricing in the probability of a recession