Is the market way too optimistic on rates? - April 4, 2023

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Is the market way too optimistic on rates? - April 4, 2023

FromThe Market Screener

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5 minutes

Released:

Apr 4, 2023

Format:

Podcast episode

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Oil prices rose by about 6% yesterday after the OPEC+ cartel announced an unexpected production cut. Commodities outperformed. The mood was dampened by the release of the ISM manufacturing index, which showed that the US manufacturing sector contracted in March for the fifth straight month, and came in below expectations at 46.3.

Released:

Apr 4, 2023

Format:

Podcast episode

Titles in the series (100)

Here's the audio version of the daily Wall Street column of Marketscreener, to take the temperature of financial markets every morning at the opening of the stock exchange.

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7: Bad news is piling up- July 14, 2022 by The Market Screener
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6: Wall Street wobbles as inflation accelerates in June- July 13, 2022 by The Market Screener
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4: It's still blurry - July 11, 2022 by The Market Screener
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25: What a relief! August 10, 2022 by The Market Screener
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9: The calm before the storm? - July 18, 2022 by The Market Screener
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29: The market got ahead of itself on retailers' earnings - August 17, 2022 by The Market Screener
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16: Are we in a recession, or not? - July 28, 2022 by The Market Screener
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33: Strange Things - Sept. 9, 2022 by The Market Screener
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2: An unusual period for stock markets July 7, 2022: This is a bizarre in-between period, with investors fearing a recession, but still hoping that central banks will be able to save the day by curbing inflation. by The Market Screener
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1: The Market Screener July 1, 2022 by The Market Screener
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20: A couple of hopes dashed - August 3, 2022 by The Market Screener
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13: Snap earnings fuel worries over ad spending decline - July 22, 2022 by The Market Screener
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5: Investors are bracing for earnings season - July 12, 2022 by The Market Screener
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18: Optimism returns - August 1, 2022 by The Market Screener
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8: That was a close call - July 15, 2022 by The Market Screener
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3: Good news is bad news - July 8, 2022 by The Market Screener
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14: Earnings Bonanza - July 26, 2022 by The Market Screener
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21: Still seeing the glass half full - August 4, 2022 by The Market Screener
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12: Growth stocks are back in favor - July 21, 2022 by The Market Screener
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17: Bad news is good news - July 29, 2022 by The Market Screener
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24: Calm prevails ahead of inflation data - August 9, 2022 by The Market Screener
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51: Hoping for the best - October 3, 2022 by The Market Screener
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10: To stick or not to stick with defensive stocks? That is the question - July 19, 2022 by The Market Screener
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11: Investors take a wait-and-see attitude ahead of central bank meetings - July 20, 2022 by The Market Screener
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23: Lost in inflation - August 8, 2022 by The Market Screener
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22: Another case of good news is bad news - August 5, 2022 by The Market Screener
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40: Volatility is rife for Quadruple Witching Day - September 16, 2022 by The Market Screener
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15: It's Fed day - What's in the bag for September? - July 27, 2022 by The Market Screener
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34: Guess who's coming for diner? Sept 8, 2022 by The Market Screener
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39: Wall Street opens in the red as investors remain nervous - September 15, 2022 by The Market Screener
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A rate cut is finally in sight - June 3, 2024: The last week of the month of May 2024 has been a bearish one: for equities, for gold and for oil. The last week of May saw a number of assets fall, with the notable exception of bonds, which worked in reverse (their yields fell, so they rose). by The Market Screener
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Investors are bracing for today's major change - May 28, 2024: Wall Street reopens after the long Memorial Day weekend, and serious business resumes today, with fairly dense macroeconomic news ahead of the week's two major events: May inflation in the eurozone and April PCE inflation in the United States, for which we'll ha... by The Market Screener
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It's the same old routine - May 24, 2024: The mood on the financial markets has soured a bit. The euphoria seen after several indices reached records at the start of the week has given way to a more confused feeling, with the return of inflationary fears. It's all feels like déjà vu. by The Market Screener
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The market is good to go until Nvidia’s next quarterly results: There was a pretty colossal stakes surrounding Nvidia's quarterly results yesterday, after the bell. Western stock markets generally retreated in anticipation. Let's dispel the suspense right away: the share gained 6% after the release of its results, so it pass... by The Market Screener
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Can Nvidia pull it off again? May 22, 2024: Investors hope that Nvidia can keep the AI magic alive, as demonstrated by yesterday's record highs on Wall Street. The answer is expected after the bell today when the company will unveil its quarterly results. by The Market Screener
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Central bankers try to reason with investors - May 21, 2024: While oil prices move up and down, bond yields wake up and metals prices go through the roof, equity markets remain resilient. Nevertheless, they need a new catalyst to keep pace with the Nasdaq rocket. That's pretty much the mood at the start of the week ahead ... by The Market Screener
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Focus on Nvidia - May 20, 2024: Last week was eventful in the financial world, and this week is shaping up to be exactly the same. It will be less focused on inflation and corporate results, and more on macro data. Earnings season may be drawing to a close, but there's one large cap left, rele... by The Market Screener
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This bodes well for rate cuts - May 15, 2024: The focus of investors is on US inflation data this week, as well as corporate results. The Nasdaq 100 hit a new record close yesterday, surpassing March 24 by 3 points. The index is a mirror of the tech sector, but also of investors' appetite for risk. It has i... by The Market Screener
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The momentum keeps going - May 13, 2024: Global markets have, for the most part, returned to the record highs set earlier in the year. Doubts about the evolution of US monetary policy, which led to a drop in indices in April, were eased by the robust earnings of major listed companies and the cooling o... by The Market Screener
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A flurry of corporate results ahead of the Fed's rate decision - April 30, 2024: This week is one of the busiest this year for corporate results. After Microsoft, Alphabet, Tesla and Apple, it’s Amazon’s turn to present its earnings after the bell today. Investors will be closely watching, as they await tomorrow’s Fed meeting. by The Market Screener
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Big tech saves the day, again - April 29, 2024: Investors bet on the right horse last week. The Magnificent Seven came to the market’s rescue, despite fears about the trajectory of the economy and rates, and talks about stagflation in the US. This morning, tech is also lifting indices. by The Market Screener
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Well, it isn't as bad as feared... April 26, 2024: Yesterday’s lower-than-expected US GDP reading showed that the price component rose more than expected. Investors were eagerly awaiting today’s March inflation reading to get more clue about the health of the economy and the Fed’s future monetary policy. by The Market Screener
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The specter of stagflation rears its ugly head again - April 25, 2024: Earnings season is picking up pace, and the market is becoming increasingly unpredictable in how it reacts to new earnings reports. Good results aren’t enough to go up, bad ones aren’t necessarily taking a stock down, and a company can be criticized one day and ... by The Market Screener
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Corporate results bound the become the next catalyst for markets - April 23, 2024: The main global indices have been bouncing back since Monday after a very difficult week. The arrival of a slew of results from very large companies could act as a further catalyst for equity markets, and give back a little joie de vivre to investors. by The Market Screener
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A little reprieve before the corporate earnings rush - April 22, 2024: Escalating tensions in the Middle East, doubts over the trajectory of Fed interest rates and the sharp decline in US technology stocks, particularly in the semiconductor sector, have rattled markets last week. This morning, global indices are attempting a reboun... by The Market Screener
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It was better before... April 19, 2024: Escalating tensions between Israel and Iran are unsettling investors, sending global indices down. The favorable stock market environment seen at the beginning of the year is slowly waning. by The Market Screener
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The market is pinning its hopes on earnings reports - April 17, 2024: Equity markets remain subdued as hopes of a near-term rate cut in the US fade. Will corporate results act as a new catalyst? Perhaps, since UnitedHealth and Morgan Stanley’s results helped Wall Street yesterday. by The Market Screener
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Market sentiment sours - April 16, 2024: Stock markets seem to have entered a more complex phase, which is eroding investor confidence at the start of the first quarter earnings season. The so-called 'goldilocks' scenario, where everything is tepid but predictable, has been weakened and bears are once ... by The Market Screener
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Overreacting much? April 12, 2024: Earnings season kicks off today with the first major set of quarterly results of the season, featuring the giants of American finance. Investors are hoping these will be a new catalyst for the market. So far, the results are mixed. by The Market Screener
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Will there be any Fed rate cuts this year? April 11, 2024: Wall Street indices lost 1% yesterday after a statistic that reshuffled the deck on the evolution of U.S. monetary policy. However, there was a little bit of good news today after the release of March producer prices. by The Market Screener
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Is the market way too optimistic on rates? - April 4, 2023

Is the market way too optimistic on rates? - April 4, 2023

Description

Titles in the series (100)

More Episodes from The Market Screener

Related podcast episodes