The InvestSense Podcast

InvestSense
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The InvestSense Podcast

InvestSense discuss the latest in portfolio management, economics and investments while joined by leading voices from around the world. Learn more about InvestSense: https://www.investsense.com.au/investsense-our-solutions Subscribe to our weekly newsletter here: https://www.investsense.com.au/investsense-insights?utm_source=Podcast&utm_medium=Weekly

  1. 8 HR AGO

    A Tale of Two Economies: U.S. Growth vs. Europe's Challenges

    Financial markets last week were driven by growing evidence of a widening economic divide between the United States and Europe. In brief: Diverging Economic Trends Between the U.S. and Europe: The U.S. economy remains strong with robust growth in its services sector, while Europe faces challenges, with declining activity in key countries like Germany and France. Implications for Monetary Policy and Markets: In Europe, weak data has raised the chances of an interest rate cut by the European Central Bank, while in the U.S., strong economic signals are reducing the likelihood of further Fed rate cuts. Upcoming U.S. inflation data will be crucial in shaping these decisions. Key Risks and Opportunities: U.S. tariffs could worsen Europe’s economic troubles, but they may also push for closer Eurozone cooperation. Meanwhile, U.S. policymakers remain optimistic, keeping an eye on inflation and holiday spending as signals of economic health. Get access to the charts:www.investsense.com.au/industry-articles/markets-reflect-diverging-economic-paths-for-u-s-and-europe  Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights

    6 min

  2. 19 NOV

    Market Whiplash: How Markets Are Reacting to Trump’s Policy Signals

    The past week saw markets digest the mixed signals about the implications of Donald Trump's election victory and early policy moves. In brief  Equities and Currency Volatility: U.S. equities surged early in the week, driven by sectors like financials and energy, but the rally faded as markets began reevaluating the "Trump trade." Meanwhile, the U.S. dollar hit a two-year high before pulling back slightly. Earnings Growth Paradox: Companies with strong international exposure, like Alphabet and Nvidia, are leading U.S. earnings growth. However, Trump's "America First" policies could challenge their success if trade restrictions and tariffs are implemented aggressively. Central Banks on Alert: Inflation risks are causing Central Banks to rethink their policies. The Fed’s December rate cut odds dropped, while the RBA and other global banks are taking a more cautious approach to easing. Get access to the charts:  www.investsense.com.au/industry-articles/market-whiplash-how-markets-are-reacting-to-trumps-policy-signals  Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights

    5 min

  3. 11 NOV

    Trump Trade Unwinds: Market Reactions to the U.S. Election Outcome

    Following last week’s special Market Sense Check, where Jonathan Ramsay and Andrew Hunt discussed the potential global economic impact of the U.S. election results, we’re starting to see how markets are reacting as the dust begins to settle. In Brief: Election-Fueled Market Movements: Following Trump’s win, markets initially reacted with optimism, sending U.S. equities, the dollar, and Treasury yields sharply higher. However, the “Trump trade” lost momentum as investors reassessed the potential policy impacts. Global Currency Shifts: The U.S. dollar’s early gains reversed by week’s end, with the Australian dollar emerging as a strong performer, gaining nearly 1.6%. Other currencies, like the Japanese yen and British pound, also strengthened slightly. Sector and Regional Reactions: While U.S. small-cap stocks outperformed, European equities remained subdued, highlighting regional concerns about potential tariffs. Central Bank Cuts: The U.S. Federal Reserve and Bank of England both cut rates by 25 basis points last week. While the Fed indicated no immediate plans for further cuts, the Bank of England emphasised that any future adjustments would proceed cautiously. Get access to the charts: www.investsense.com.au/industry-articles/trump-trade-unwinds-market-reactions-to-the-u-s-election-outcome  Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights

    9 min

  4. 30 OCT

    A week of calm market conditions ahead of the U.S. elections

    Markets remained steady this past week as they await the outcome of the U.S. elections. Topics Covered:U.S Market Economic indicatorsQ3 Tech Earnings Asset class movements from the last week Long-term economic and market themes to watch for the next decadeGet access to the charts: www.investsense.com.au/industry-articles/markets-hold-steady-with-eyes-on-the-us-elections-and-economic-updates Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights

    14 min

  5. 23 OCT

    Australian Economic Resilience & a Cautious Start to Q3 Earnings

    Last week, markets saw a mix of outcomes, with Europe and Japan experiencing declines, while the UK, U.S, and Australia showed resilience. Topics Covered:Australian Market Resilience Early Q3 Reporting SeasonAsset class movements from the last week Long-term economic and market themes to watch for the next decadeGet access to the charts: www.investsense.com.au/industry-articles/markets-mixed-as-australia-shows-resilience-amid-global-slowdown-signals  Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights

    7 min

  6. 16 OCT

    Markets Show Resilience Amid Challenges

    Last week, markets remained resilient despite several events that could have been expected to have a greater impact. Topics Covered:U.S Market PerformanceA solid start to the financial year in Australia Asset class movements from the last week Long-term economic and market themes to watch for the next decadeGet access to the charts:  www.investsense.com.au/industry-articles/markets-steady-amid-geopolitical-tensions-and-inflation-concerns  Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights

    7 min

  7. 9 OCT

    Strong U.S. Jobs Report and China's Disappointing Stimulus

    The past week saw global markets adjust expectations for the pace of interest rate cuts from major central banks, especially the Federal Reserve, following a much stronger than anticipated US jobs report on Friday. However, some of this repricing reversed early this week as disappointing fiscal stimulus measures from China and geopolitical tensions weighed on risk sentiment. Topics Covered: The "Superb" US Jobs Report and its implications in marketChina’s Disappointing Stimulus Asset class movements from the last week Long-term economic and market themes to watch for the next decadeGet access to the charts: www.investsense.com.au/industry-articles/strong-u-s-jobs-report-and-chinas-disappointing-stimulus   Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights

    9 min

  8. 1 OCT

    China’s 16-Year Stock Surge Amid Global Market Shifts & September’s Market Performance

    The final week of September saw markets grappling with geopolitical tensions, surprise elections and ongoing speculation about central bank rate cuts.  Topics Covered: China’s Stimulus BoostSeptember’s Market Performance Asset class movements from the last week Long-term economic and market themes to watch for the next decadeGet access to the charts:  www.investsense.com.au/industry-articles/how-elections-central-banks-and-geopolitical-tensions-moved-markets  Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights

    7 min
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About

InvestSense discuss the latest in portfolio management, economics and investments while joined by leading voices from around the world. Learn more about InvestSense: https://www.investsense.com.au/investsense-our-solutions Subscribe to our weekly newsletter here: https://www.investsense.com.au/investsense-insights?utm_source=Podcast&utm_medium=Weekly

Information

  • Creator
    InvestSense
  • Years Active
    2020 - 2024
  • Episodes
    144
  • Rating
    Clean
  • Copyright
    © Copyright InvestSense
  • Show Website
    The InvestSense Podcast

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