PODCAST · business
Morning Wealth
by Haresh Raju
Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US and Europe and puts the day ahead in perspective for investors based in Asia.The update consists of four segments - Macro, Equities, Fixed Income, and Forex.News sources - Bloomberg, NYT, FT, WSJ, and CNBC.Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 23rd July 2021 - Options trading, Dominos and Texas Instruments Earnings
Points covered 1. Options trading by retail investors – Impact on S&P500 2. Dominos Earnings 3. Texas Instruments Earnings and Outlook Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 22nd July 2021 - Stocks and Yields up, Earnings - Chipotle, Coke, J&J and SAP
Points covered 1. Stocks up, Yields up 2. Earnings – Chipotle. Coca-Cola 3. Earnings – J&J and SAP Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization
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Morning Wealth - 21st July 2021 - Turnaround Tuesday, Evergrande Group, Netflix earnings
Points covered 1. Turnaround Tuesday 2. Evergrande Group – What’s happening? 3. Earnings – Netflix and IBM Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 20th July 2021 - Delta concerns, Slope of yield curve, European Companies - Earnings exp
Points covered 1. Delta concerns push yields lower and stocks lower 2. Slope of the yield curve – What’s it saying to us? 3. European companies – Earnings expectations Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 19th July 2021 - Stocks down, OPEC agrees, Week ahead
Points covered 1. U.S. stocks fell and snapped a three-week winning streak 2. OPEC+ agrees on output increases 3. Week ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 16th July 2021 - Chip maker stocks down, TSMC and MS Earnings
Points covered 1. Chip maker and Tech Stocks head lower 2. TSMC Earnings 3. Morgan Stanley Earnings Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 15th July 2021 - Powells transitory assessment, BAC, C, WFC and BLK Earnings
Points covered 1. Chair Powell sticks to transitory assessment 2. Bank of America Earnings 3. Citi, Wells Fargo and BlackRock Earnings Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 14th July 2021 - Inflation hot, JPM and GS earnings
Points covered 1. US Inflation comes in Hot 2. JPM earnings – Dimon say “Consumers are raring to go” 3. Goldman earnings – strong numbers led by 3.7bn equity gain Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 13th July 2021 - Stock and yields rise, China's surprise RRR cut, How good should earnings be
Points covered 1. U.S. stocks rose to new highs as bond yields rose 2. China’s surprise RRR cut – Why now? 3. S&P500 trading at 22x – How good should earnings be? Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 12th July 2021 - Rebound Friday, Rotation underway, Week ahead
Points covered 1. Equities staged a strong rebound on Friday 2. Stock Market rotation underway, this time to tech 3. Week ahead – earnings, data and central bank decisions Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 09th July 2021 - Risk off day, US Consumer Credit, Junk rated companies to IG
Points covered 1. Risk off day, All 11 sectors were down 2. US Consumer credit surged 3. Junk rated companies back to Inv grade Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 08th July 2021 - Fed minutes, What's with the US 10yr yields, US JOLTS report
Points covered 1. Fed minutes 2. What’s with the US 10yr yields? 3. US JOLTS report Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 07th July 2021 - Weaker US Services Data, Oil talks collapse, Didi's cyber security review
Points covered 1. Weaker than expected US Services data 2. Oil talks collapse 3. What’s the cyber security review at Didi actually about? Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 05th July 2021 - Mixed verdict, Impact of seasonality on jobs data, Week ahead
Points covered 1. Mixed verdict on NFP – Stocks up, yields down 2. Impact of seasonal adjustments on Jobs data 3. Week ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 02nd Jul 2021 - OPEC+ decision delayed, Robinhood's stunning numbers, Historic day for Eco diplomacy
Points covered 1. OPEC+ decision delayed 2. Robinhood’s stunning numbers from IPO filing 3. A historic day for economic diplomacy Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 01st Jul 2021 - S&P500 2nd best half since 1998, $1tr reverse repo demand, What to expect in the 2nd half of 2021
Points covered 1. S&P 500 notches it’s second best half since 1998 2. $1 trillion demand for Fed’s reverse repo facility 3. What to expect in the second half on 2021? Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 30th June 2021 - US Home prices jump, Didi IPO priced at 14$, Elon Musk's Starlink
Points covered 1. U.S. home prices are jumping faster than ever 2. Didi IPO priced at $14 3. Elon Musk's satellite network Starlink Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 28th June 2021 - US stocks best week since Feb, Personal spending, Week ahead
Points covered 1. US Stocks had their best week since Feb 2. Personal spending stalls 3. Week ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 25th June 2021 - Biden's infra plan, Capital spending, Nike stock up
Points covered 1. Biden pushes $1 trillion infra plan 2. Insights into capital spending in the US 3. Nike stock up 11.9% Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 24th June 2021 - Some Fed speak, Mixed US Data, Vaccine makers drop
Points covered 1. Some Fed speak 2. Mixed US Data 3. Vaccine makers shares drop Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 23rd June 2021 - Nasdaq all time high, Bitcoin's crazy ride, 15 EV and AV stocks to Russell 3000
Points covered 1. Nasdaq all-time high, Powell’s comments 2. Bitcoin’s crazy ride 3. 15, EV and AV stocks added to Russell 3000 Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 22nd June 2021 - 95% of S&P500 up, Fed Speak, Nikkei down 3.3%
Points covered 1. 95% of S&P 500 up 2. Fed Speak 3. Nikkei down 3.3% Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 21st June 2021 - Bullard's not so bullish comment, Options activity and Week ahead
Points covered 1. Bullard’s not so bullish comment 2. Rush of options activity 3. Week Ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 18th June 2021 - Gold and Miners drop, Why Financials dropped, BOJ
Points covered 1. Gold and Gold Miners drop 2. Why did financials drop after a hawkish Fed? 3. BoJ likely to stand pat on rates Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 17th June 2021 - FOMC, Dot Plot changes, Growth, Inflation and Employment outlook
Points covered FOMC 1. Dot Plot changes 2. Growth and Inflation exp 3. Employment outlook Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 16th June 2021 - Red hot commodities cool, Retail sales data, PPI vs CPI
Points covered 1. Red-hot commodities are cooling down 2. Retail Sales data 3. PPI comes in higher again – PPI vs CPI what’s the difference Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 15th June 2021 - 10yrs above 1.5%, Medium term inflation exp, Qualcomm Nvida and ARM
Points covered 1. 10yr yields back above 1.5% 2. Medium term inflation expectations in the US 3. Qualcomm, Nvidia and ARM Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 14th June 2021 - US Consumer sentiment, USD moves higher, Week ahead
Points covered 1. US Consumer Sentiment improves 2. USD ends the week higher 3. Week ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 11th June 2021 - Inflation prints hot, ECB rate decision, Didi files for IPO
Points covered 1. Inflation prints hot 2. ECB rate decision 3. Didi files for IPO Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 10th June 2021 - US 10yr Treasuries down, China's PPI and CPI and Big day for EUR
Points covered 1. US 10yr Treasuries down at 1.49% 2. China’s PPI and CPI divergence 3. Big day for the EURO Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 09th June 2021 - Meme stocks won't stop, Bitcoin ransom recovered, Berkshire takes stake in Nubank
Points covered 1. Meme stocks won’t stop 2. Bitcoin ransom recovered 3. Berkshire takes a stake in Nubank Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 08th June 2021 - Big day for Alzhemier's treatment, Amazon tax plan, Bond sale for Bitcoin
Points covered 1. Big day for Alzheimer’s treatment 2. Making sure Amazon is included in the Tax plan 3. First-ever junk bond sale to buy Bitcoin Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 07th June 2021 - Mixed jobs data boost stocks, G7 agrees on 15% min tax, Week Ahead
Points covered 1. Mixed Jobs data boost stocks 2. G7 agrees on 15% min Tax 3. Week Ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC, and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 04th June 2021 - Strong ADP, Services Index highest in 24yrs, Earnings Broadcom
Points covered 1. Strong ADP and Jobless data 2. Index of Services activity – highest in 24 years 3. Earnings – Broadcom Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 03rd June 2021 - AMC, Fed start selling ETFs and Citi bond sale
Points covered 1. AMC gives free popcorn to investors! 2. Fed to start selling ETFs and Corp Bonds 3. Huarong on watch and Citi’s bond sale Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 02nd June 2021 - ISM Manufacturing, Oil at 2 year high, Earnings Zoom
Points covered 1. US Manufacturing Data 2. Oil at a two year high 3. Earnings - Zoom Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 31st May 2021 - SPX and Dow gain in May, PCE and Week ahead
Points covered 1. S&P500 and Dow clinch gains for the month 2. Read on Fed’s preferred inflation measure 3. Week ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 28th May 2021 - Demand for FEDs Repo, PCE Data and Earnings from CRM
Points covered 1. Demand for Fed’s repo hits a record 2. All eyes on the PCE deflator data 3. Earnings – Salesforce Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 27th May 2021 - Small caps fly high, Activist day out, Earnings NVDA
Points covered 1. Small caps fly high 2. Activist day out 3. Earnings - NVDA Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 25th May 2021 - Smoothly guide inflation, China's crackdown and Amazon's MGM move
Points covered 1. Have the tools to gently guide inflation 2. China’s crackdown on commodity price violations 3. Amazon’s James Bond (MGM) move Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 24th May 2021 - On the surface, USD and PMIs and Week Ahead
Points covered 1. On the surface, nothing much happened last week! 2. US Dollar and PMIs 3. Week Ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 21st May 2021 - Stocks rebound on better jobless data, Global Min tax of 15%, Earnings from Tencent
Points covered 1. Stocks rebound on better jobless data 2. Global Min Tax of 15% 3. Earnings – Tencent Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 20th May 2021 - Fed Minutes, Bitcoin tumbles and Earnings from Target, Home Depot and Lowe's
Points covered 1. Fed Minutes - Important Points 2. Bitcoin tumbles 3. Earnings – Target, Home Depot, and Lowe’s Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 19th May 2021 - Weak US data ,Crowded traded, Earnings from Retailers
Points covered 1. Weaker U.S. data is finally catching up to the dollar 2. Long Bitcoin, most crowed trade BofA 3. Earnings – Walmart, Home Depot, Macy’s Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 18th May 2021 - Fed speak, Bitcoin down Gold up, 13f filings
Points covered 1. Comments from Vice Chair Clarida and Atlanta Fed’s Bostic 2. Bitcoin down, Gold Up 3. Highlights from 13F filings Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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Morning Wealth - 17th May 2021 - Stocks rise unfazed by weak data, Soro's 13f filing, Week ahead
Points covered 1. Stocks rise unfazed by weak data 2. George Soros's investment firm picks up stocks linked to Archegos 3. Week Ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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246
Morning Wealth - 14th May 2021 - PPI accelerates, Earnings Disney and Alibaba
Points covered 1. Producer-price inflation Accelerates 2. Disney Earnings 3. Alibaba Earnings Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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245
Morning Wealth - 12th May 2021 - Dow down, Job openings report and Stan Druckenmiller's comments
Points covered 1. Dow down 2. Job openings report 3. Legendary investor Stan Druckenmiller's comments Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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244
Morning Wealth - 11th May 2021 - Inflation exp at multi year highs, FB's Insta like app for children, Amazon's bond sale
Points covered 1. Inflation expectations rise to multi year highs 2. Facebook’s Instagram like app for children 3. Amazon’s 18.5b bond issuance Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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243
Morning Wealth - 10th May 2021 - Colonial Pipeline hack, NFP Data and Week Ahead
Points covered 1. Colonial Pipeline hack 2. Disappointing Jobs (NFP) data 3. Week Ahead Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
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ABOUT THIS SHOW
Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US and Europe and puts the day ahead in perspective for investors based in Asia.The update consists of four segments - Macro, Equities, Fixed Income, and Forex.News sources - Bloomberg, NYT, FT, WSJ, and CNBC.Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.
HOSTED BY
Haresh Raju
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