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Morning Wealth episodes
- Morning Wealth - 18th Jan 2021 - Bank earnings - JPM, Citi and WFC, China GDP exp, Week Ahead
Points covered
1. Bank earnings – JPM, Citi and WFC
2. China GDP expectations
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 and Kathy Lien's Newsletter
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 - 15th Jan 2021 - Patient Powell, Biden's American Rescue Plan and TSMC's bumper quarter
Points covered
1. Patient Powell
2. Biden's American Rescue Plan
3. TSMC's bumper quarter
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 and Kathy Lien's Newsletter
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.
6 min - Morning Wealth - 14th Jan 2021 - Strong 10yr auction, Baba and Tencent escape blacklisting, US CPI numbers
Points covered
1. Strong demand for US 10yr auction
2. Alibaba, Tencent and Baidu escape U.S. blacklisting
3. US CPI numbers
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 and Kathy Lien's Newsletter
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.
5 min - Morning Wealth - 13th Jan 2021 - Cyclical rotation and steeper yield curve, AT&T's $14B raise, Euro's resilience
Points covered
1. Cyclical rotation and steeper yield curve
2. AT&T looking to raise $14 billion
3. Euro's resilience
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 and Kathy Lien's Newsletter
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.
6 min - Morning Wealth - 12th Jan 2021 - Twitter and FB fall, Walmart's Fintech venture, GS view Keep buying
Points covered
1. Twitter and Facebook fall on worries of more scrutiny
2. Walmart’s fintech venture
3. Goldman’s view – keep buying
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 and Kathy Lien's Newsletter
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.
6 min - Morning Wealth - 11th Jan 2021 - Bullish on commodities, Intel outsourcing plans and Week ahead
Points covered
1. Wall Street is the most bullish on commodities in a decade
2. Intel’s talks to outsource to TSMC and Samsung
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 and Kathy Lien's Newsletter
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.
6 min - Morning Wealth - 08th Jan 2021 - Tech powers ahead, Fed speak, NFP - What to expect
Points covered
1. Technology powers ahead
2. Fed speak
3. NFP - What to expect?
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 and Kathy Lien's Newsletter
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.
6 min - Morning Wealth - 07th Jan 2021 - Dems Senate Control, NYSE China ADR Delisting, FX Roundup
Points covered
1. Democrats take control of the senate
2. NYSE China ADR delisting. Alibaba and Tencent in the list now
3. FX Roundup
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 and Kathy Lien's Newsletter
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.
6 min - Morning Wealth - 06th Jan 2021 - Saudis cut oil, US ISM Manf PMI, Electoral College
Points covered with timestamp
1. Saudis volunteer a 1m cut – 1:14
2. US Manufacturing PMI – 2:12
3. Electoral College votes counted by Congress – 3:44
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 and Kathy Lien's Newsletter
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.
5 min - Morning Wealth - 05th Jan 2021 - Manufacturing PMIs, US Bankruptcy Filings, EV Movers QuantumScape
Points covered with timestamp
1. Manufacturing to the rescue – 3:03
2. US Bankruptcy Filings – 4:40
3. EV Mover – QuantumScape – 5:30
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 and Kathy Lien's Newsletter
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
About Morning Wealth
From the publisher's feed
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.
The update consists of four segments - Macro, Equities, Fixed Income, and Forex.
News sources - Bloomberg, NYT, FT, WSJ, and 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.