Macro Versus Company Returns; What’s Driving The Chaotic Markets?

May 25, 2024 00:23:52
Macro Versus Company Returns; What’s Driving The Chaotic Markets?
Digital Finance Analytics (DFA) Blog
Macro Versus Company Returns; What’s Driving The Chaotic Markets?

May 25 2024 | 00:23:52

/

Show Notes

This is our regular weekly market update. The roller coaster ride continued again this week on the markets, as traders were dazzled by strong corporate results from NVIDA underscoring the power of the AI super cycle on one hand, and by really mixed data signals on the other thanks to a raft of better-than-expected purchasing managers’ index (PMI) data from across the northern hemisphere, while rates higher for longer came back into focus, with hope of rate cuts being squeezed further. The economic data points to a strong economy and inflation that won’t go away. Couple yesterday’s PMI data with […]

Other Episodes

Episode

December 20, 2023 00:08:42
Episode Cover

Kiwi’s More Bullish On Home Prices, Despite...

Despite the recent recessionary news from New Zealand, low consumer confidence and high interest rates with floating rates around 8.63%, the latest ASB Housing...

Listen

Episode

February 05, 2025 00:19:10
Episode Cover

Will Cost Of Living Be The Epicentre Of The Upcoming Election?

With Parliament back after the summer break, if Parliamentary Question Time anything to go by, the issue of costs of living pressures will be...

Listen

Episode 0

August 28, 2023 01:06:48
Episode Cover

Its Edwin's Monday Evening Property Rant!

More from our property insider Edwin Almeida as we look at the idea of building up, not out, prefabricated housing, poor quality rental property,...

Listen