Taiwan Spotlight
The Trump - Xi meeting and what it means for global rates.
18 Touko 30min
Powell's Swan Song
Will and Marshall comment on Powell's legacy as he gives his last speach as Fed chair. We also debate whether the tech trade back on because of recent earnings or a way to hide from energy?
1 Touko 32min
Earnings Impact
With the majority of S&P earnings being reported next week, Will and Marshall debate the potential impacts of the Iran conflict on US companies.
21 Huhti 30min
Commodity Dichotomy
Will and Marshall discuss what two contradictory signals might be telling us about market conditions, and how the "year of commodities" has looked so far.
9 Huhti 33min
Understanding Volatility
What does volatility actually mean?
3 Huhti 30min
Retail Signals
we discuss what a continued conflict means for global markets.
26 Maalis 37min
Molecular Contagion
We discuss the downstream impacts of recent events.
20 Maalis 47min
Some Things Aren't Reversable
As the conflict in the Middle East continues, our thoughts are with all service members and civilians affected by the war.
11 Maalis 48min
