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Latest podcasts

Archinomics Weekly Podcast - Monday 19th July...

Article | Podcasts | 19/07/2021

US Treasury markets reacted calmly, as the June CPI inflation data beat expectations to reach a thirteen year high.

Archinomics Weekly Podcast - Monday 12th July...

Article | Podcasts | 12/07/2021

Government bonds rallied and yields fell sharply, as the reflation trade lost steam and markets sensed the peak in GDP growth acceleration. 

Archinomics Weekly Podcast - Monday 5th July 2021

Article | Podcasts | 05/07/2021

This week, minutes from the US Federal Reserve’s June meeting could shed light on prospects for QE tapering plans, as well as interest rate hikes next year.

Archinomics Weekly Podcast - Monday 21st June...

Article | Podcasts | 21/06/2021

Markets were hit with a wave of volatility in response to the US Federal Reserve (Fed) signalling a quicker path to higher interest rates to counter inflation earlier than previously anticipated.

Archinomics Weekly Podcast - Monday 7th June 2021

Article | Podcasts | 07/06/2021

US employment numbers were the focus of financial markets, falling short of consensus forecasts, while agricultural commodity prices soared. 

Archinomics Weekly Podcast - Tuesday 1st June...

Article | Podcasts | 01/06/2021

The scale of President Biden’s $6 trillion budget plans impressed the markets. US Federal Reserve members addressed the ‘talking about tapering’ issue, nonetheless failing to lift the US dollar, which hit a three year low against China’s renminbi.

Archinomics Weekly Podcast - Monday 24th May 2021

Article | Podcasts | 24/05/2021

Bond markets took the latest Federal Reserve commentary in their stride, while equity market volatility jumped on fears of ‘crypto-contagion’.

Archinomics Weekly Podcast - Monday 17th May 2021

Article | Podcasts | 17/05/2021

This week should bring further confirmation of the global rebound in economic activity, as well as more insight into the US Federal Reserve’s claims of ‘transitory’ inflation pressures. 

Archinomics Weekly Podcast - Monday 10th May 2021

Article | Podcasts | 10/05/2021

US Treasury Secretary Janet Yellen rattled both bond and equity markets globally with comments about interest rate hikes, before offering reassuring words on inflation.

Archinomics Weekly Podcast - Monday 26th April...

Article | Podcasts | 27/04/2021

US quarterly earnings largely beat expectations, although any shortfalls, such as Netflix new subscriber numbers, were swiftly punished by the markets.

Archinomics Weekly Podcast - Monday 19th April...

Article | Podcasts | 19/04/2021

US equity markets made new record highs, spurred on by strong consumer spending, while the post-pandemic bounce saw China’s GDP growth rate hit record levels. This week brings a raft of quarterly earnings from major US companies, such as Johnson & Johnson and Netflix.

Archinomics Weekly Podcast - Monday 12th April...

Article | Podcasts | 12/04/2021

Equities rallied as government bond markets were reassured by the US Federal Reserve, with the tech heavy Nasdaq index at the forefront of gains. This week the focus will be on US inflation and retail sales data, as well as the expected rebound in China’s GDP after the pandemic-struck first quarter of 2020.

Archinomics Weekly Podcast - Tuesday 6th April...

Article | Podcasts | 08/04/2021

President Biden’s infrastructure stimulus package, worth $2.25 trillion, stole the headlines and will be much debated in Congress over the coming week. Elsewhere, as strong survey data came through, China’s currency fell to the lowest point since the trade war with the US, on expectations that monetary stimulus measures will soon be withdrawn.

Archinomics weekly update: Monday 29th March 2021

Article | Podcasts | 29/03/2021

Value sectors continued the outperformance seen year to date, in anticipation of stronger global growth. The grounding of a massive container ship in the Suez Canal sparked volatility in the oil price, as well as significant disruption to global trade in manufactured goods. The focus for this week will be on US employment data, a series key to the US Federal Reserve’s interest rate policy.

Archinomics weekly update: Monday 22nd March 2021

Article | Podcasts | 22/03/2021

It was a positive week for most stock markets with sentiment improving as a result of wavering bond market volatility. And in the US  the S&P 500 and Dow Jones reach new all-time highs. Looking to the busy week ahead,  the US Federal Reserve meeting looks to be the main event with FOMC officials expected to release updated economic projections and could comment on rising Treasury yields.

Archinomics weekly update: Monday 15th March 2021

Article | Podcasts | 15/03/2021

It was a positive week for most stock markets with sentiment improving as a result of wavering bond market volatility. 

Archinomics weekly update: Monday 22 February...

Article | Podcasts | 23/02/2021

Equity and bond market performance diverged further, given mounting expectations that stimulus-fuelled demand could spill over into higher inflation. The week ahead will bring fresh sentiment surveys, as well as inflation and GDP data from the US and other major economies.

Archinomics weekly update: Monday 14 December...

A risk off week saw US jobless claims jump, reflecting a sharp rise in Covid-19 cases, while support packages buoyed government bond markets.

Podcast - On the 2021 investment radar

Article | Investments | 11/12/2020

It’s been called ‘the year to forget’, but there is no denying that 2020 has been a memorable year.

Archinomics weekly update: Monday 07 December...

Equity and commodity markets rallied further on a raft of positive news, including developments on the Covid-19 vaccine and the long-awaited US stimulus package. 

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