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Latest podcasts

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fell to the lowest point since the trade war with the US, on expectations that monetary stimulus measures will soon be withdrawn.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. 

Archinomics weekly update: Monday 30 November...

Markets moved towards a strong close to November, boosted by positive sentiment on both vaccines and economic reflation. 

Archinomics weekly update: Monday 23 November...

Equity markets were boosted by positive Covid-19 vaccine news, with Europe a marked outperformer. 

Archinomics weekly update: Monday 16 November...

In a classic risk-on response, equity and credit markets were boosted by more clarity on the US election results, as well as promising developments on a Covid-19 vaccin

Archinomics weekly update: Monday 2 November 2020

US equity markets were knocked by dual uncertainty, namely the spread of Covid-19 and imminent presidential elections, while US bond markets responded negatively to prospects of greater government spending under Biden. 

On the investment radar

Podcast and pdf article

Since tumbling in March as the world locked down, financial markets have staged a spectacular rally. US equity markets are back to all-time highs and Apple has become the world's first $2 trillion company. Not only equities, but bond markets and commodities such as gold have also bounced sharply.

Archinomics weekly update: Monday 6 July 2020

Improving data from major economies pushed equity markets higher, while also boosting inflation linked bond markets and gold.

Archinomics weekly update: Monday 29 June 2020

Equity markets took fright at an upward spike in US Covid-19 cases, while government bond markets reacted positively to weaker growth forecasts. 

Archinomics weekly update: Monday 22 June 2020

The world’s major economies, the US and China, sent mixed signals on the pace of recovery, although in both areas the consumer is coming back strongly. 

Archinomics weekly update: Monday 15 June 2020

Our expert panel discuss a risk off week, with negative catalysts being US Federal Reserve (Fed) commentary on the pace of recovery and downbeat forecasts from the OECD.

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