Morning Wealth

Morning Wealth

By Haresh RajuBusinessInvesting
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Morning Wealth episodes

  • Morning Wealth - 23rd July 2021 - Options trading, Dominos and Texas Instruments Earnings

    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 opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.

    13 min
  • Morning Wealth - 22nd July 2021 - Stocks and Yields up, Earnings - Chipotle, Coke, J&J and SAP

    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 own and do not necessarily reflect the official policy or position of the organization 

    10 min
  • Morning Wealth - 21st July 2021 - Turnaround Tuesday, Evergrande Group, Netflix earnings

    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 my own and do not necessarily reflect the official policy or position of the organization I work for.

    9 min
  • Morning Wealth - 20th July 2021 - Delta concerns, Slope of yield curve, European Companies - Earnings exp

    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, CNBC 


    Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.


    8 min
  • Morning Wealth - 19th July 2021 - Stocks down, OPEC agrees, Week ahead

    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 expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.

    8 min
  • Morning Wealth - 16th July 2021 - Chip maker stocks down, TSMC and MS Earnings

    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 and do not necessarily reflect the official policy or position of the organization I work for.

    9 min
  • Morning Wealth - 15th July 2021 - Powells transitory assessment, BAC, C, WFC and BLK Earnings

    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 expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.

    9 min
  • Morning Wealth - 14th July 2021 - Inflation hot, JPM and GS earnings

    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, CNBC 


    Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.

    11 min
  • Morning Wealth - 13th July 2021 - Stock and yields rise, China's surprise RRR cut, How good should earnings be

    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, CNBC 


    Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.

    7 min
  • Morning Wealth - 12th July 2021 - Rebound Friday, Rotation underway, Week ahead

    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, CNBC 


    Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.


    8 min

About Morning Wealth

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Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US and Europe and puts the day ahead in perspective for investors based in Asia.