Markets Calm Before The Storm, As The AI Wave Wains?

Digital Finance Analytics (DFA) Blog

Jun 22 2024 | 00:23:10

00:00 / 00:23:10

Show Notes

This is weekly market update, starting in the US, Europe, then Asia and then the US, as I get my thoughts organised! This week, punctuated by a Wednesday US holiday, saw markets taking a breather following recent volatility and record highs. The Nasdaq had hit record highs on Thursday, boosted by strong gains in tech, and indications of a gradual easing in the labor market and inflation levels. But on Friday, in New York, the S&P 500 closing modestly lower thanks to the quarterly expiration of about $US5.5 trillion of options during the quarterly “triple witching” in which derivatives contracts […]

Other Episodes

Episode 0

February 05, 2020 • 00:12:04

What If Negative Interest Rates Are Coming - And They Will Be Permanent? [Podcast]

We discuss a new Bank of England paper. And it turns current central banking thinking on its head! https://www.bankofengland.co.uk/working-paper/2020/eight-centuries-of-global-real-interest-rates-r-g-and-the-suprasecular-decline-1311-2018

Episode

April 03, 2024 • 00:44:47

I’m Comyn For Your Cash! With Robbie Barwick...

An important discussion about the future of cash across Australia with Robbie Barwick from The Australian Citizens Party. The CEO of CBA Matt Comyn...

Episode 0

September 13, 2021 • 00:48:25

Its Edwin's Monday Evening Property Rant! [Podcast]

My latest Monday chat with Edwin Almeida, our property inside. Lots happening as we move into the spring season, from buying sight unseen, to...