Test – podcast
Test – podcast
27 10 2023 Weekly: Tech Selloff, Not Enough Buyers, and Energy Trades Off
CEO/CIO Chris Wallis discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict
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Weekly 20.10.2023 A Multipolar World, Renewed Balance, and Finishing on a Low
CEO/CIO CW reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.
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Out Balance and What Lies Ahead
CEO/CIO CW returns to discuss the discuss recent market behavior and lines up 4Q23 and ahead.
Weekly 13.09.2023: Sign of Recession, Bear Rally, and Out of Balance
CEO/CIO CW bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.
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30.08.2023 Weekly: BRIC Conference, 2% Inflation, and China Weakness
CEO/CIO CW joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed’s 2% inflation target, and China weakness and liquidity
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16.08.2023 Weekly: Chinese Weakness, Energy and Inflation, Global Currencies, and Market Consolidation
CEO/CIO CW reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation
02.08.2023 Weekly: U.S. Downgrade, Earnings Season, and Seasonal Weakness
CEO/CIO CW discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch
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27.07.2023 Weekly: Banks, GDP, and Deploying Cash
CEO/CIO CW examines the July bank rally, strong GDP print, and deploying cash in SCV
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Inflation Outlook, Liquidity Risks, NASDAQ 100 Repositioning
CEO/CIO CW shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights
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