Points covered  1. Options trading by retail investors – Impact on S&P500 2. Dominos Earnings 3. Texas Instruments Earnings and Outlook Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and...

Points covered  1. Stocks up, Yields up 2. Earnings – Chipotle. Coca-Cola 3. Earnings – J&J and SAP Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of my...

Points covered  1. Turnaround Tuesday 2. Evergrande Group – What’s happening? 3. Earnings – Netflix and IBM Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of...

Points covered  1. Delta concerns push yields lower and stocks lower 2. Slope of the yield curve – What’s it saying to us? 3. European companies – Earnings expectations Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ,...

Points covered  1. U.S. stocks fell and snapped a three-week winning streak 2. OPEC+ agrees on output increases 3. Week ahead Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions...

Points covered  1. Chip maker and Tech Stocks head lower 2. TSMC Earnings 3. Morgan Stanley Earnings Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of my own...

Points covered  1. Chair Powell sticks to transitory assessment 2. Bank of America Earnings 3. Citi, Wells Fargo and BlackRock Earnings Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions...

Points covered  1. US Inflation comes in Hot 2. JPM earnings – Dimon say “Consumers are raring to go” 3. Goldman earnings – strong numbers led by 3.7bn equity gain Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ,...

Points covered  1. U.S. stocks rose to new highs as bond yields rose 2. China’s surprise RRR cut – Why now? 3. S&P500 trading at 22x – How good should earnings be? Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ,...

Points covered  1. Equities staged a strong rebound on Friday 2. Stock Market rotation underway, this time to tech 3. Week ahead – earnings, data and central bank decisions Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ,...

Points covered  1. Risk off day, All 11 sectors were down 2. US Consumer credit surged 3. Junk rated companies back to Inv grade Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions...

Points covered  1. Fed minutes 2. What’s with the US 10yr yields? 3. US JOLTS report Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of my own and do not...

Points covered  1. Weaker than expected US Services data 2. Oil talks collapse 3. What’s the cyber security review at Didi actually about? Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and...

Points covered  1. Mixed verdict on NFP – Stocks up, yields down 2. Impact of seasonal adjustments on Jobs data 3. Week ahead Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions...

Points covered  1. OPEC+ decision delayed 2. Robinhood’s stunning numbers from IPO filing 3. A historic day for economic diplomacy Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions...

Points covered  1. S&P 500 notches it’s second best half since 1998 2. $1 trillion demand for Fed’s reverse repo facility 3. What to expect in the second half on 2021? Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ,...

Points covered  1. U.S. home prices are jumping faster than ever 2. Didi IPO priced at $14 3. Elon Musk's satellite network Starlink Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions...

Points covered  1. US Stocks had their best week since Feb 2. Personal spending stalls 3. Week ahead Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of my own...

Points covered  1. Biden pushes $1 trillion infra plan 2. Insights into capital spending in the US 3. Nike stock up 11.9% Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if...

Points covered  1. Some Fed speak 2. Mixed US Data 3. Vaccine makers shares drop Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of my own and do not...

Points covered  1. Nasdaq all-time high, Powell’s comments 2. Bitcoin’s crazy ride 3. 15, EV and AV stocks added to Russell 3000 Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions...

Points covered  1. 95% of S&P 500 up 2. Fed Speak 3. Nikkei down 3.3% Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily...

Points covered  1. Bullard’s not so bullish comment 2. Rush of options activity 3. Week Ahead Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of my own and do...

Points covered  1. Gold and Gold Miners drop 2. Why did financials drop after a hawkish Fed? 3. BoJ likely to stand pat on rates Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions...

Points covered  FOMC 1. Dot Plot changes 2. Growth and Inflation exp 3. Employment outlook Your Daily A.M. Global Market Roundup.  This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.  The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC  Disclaimer: The views and opinions expressed, if any, are of my own and do not...