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- Indexed episodes, last 90 days
- 19
- Latest publication
- Sep 7, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
The challenge for the Federal Reserve | Morning Markets (opens the original)
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George Bell, Investment Director, discusses US inflation dynamics, and the challenges they pose for the Federal Reserve, key earnings results from Oracle and Adobe, and a look ahead to the European Central Bank interest rate decision, with the market expecting a 0.25% increase.
The debate on tech company earnings reports | The Week in Markets (opens the original)
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Paul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the recent rise in global bond yields and its impact on equity markets, review the latest earnings season and the ongoing debate around AI-driven technology companies, and examine the sharp increase in gold prices during August.
What does US inflation mean for the Federal Reserve? | The Week in Markets (opens the original)
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Kevin Kidney, Head of Investments, and Faye Graham, Investment Analyst, provide context for Nvidia’s earnings results, discuss the latest US inflation print, and the ramifications it presents for the Federal Reserve, as well as the recent change in bond yields and how they’re reacting to the inflation print.
Will Nvidia’s earnings beat market expectations? | Morning Markets (opens the original)
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Amanda Whitecross, Investment Director, discusses the upcoming Federal Reserve symposium at Jackson Hole this week as Chairman of the Federal Reserve Kevin Warsh, and Treasury Secretary Scott Bessent, find themselves at odds. We also get a look ahead at upcoming US economic data and Nvidia’s Q2 earnings report expectations.
US earnings season strength | The Week in Markets (opens the original)
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Sebastian Mackay, Investment Director, and Harry Southren, Investment Analyst, discuss the rise in UK inflation, UK labour market data, as well as the strength of the US earnings season reports and the intervention from the US treasury to calm bond markets.
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