Morning Wealth

Morning Wealth

By Haresh RajuBusinessInvesting
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Morning Wealth episodes

  • Morning Wealth - 09th July 2021 - Risk off day, US Consumer Credit, Junk rated companies to IG

    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 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 - 08th July 2021 - Fed minutes, What's with the US 10yr yields, US JOLTS report

    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 necessarily reflect the official policy or position of the organization I work for.


    6 min
  • Morning Wealth - 07th July 2021 - Weaker US Services Data, Oil talks collapse, Didi's cyber security review

    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 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 - 05th July 2021 - Mixed verdict, Impact of seasonality on jobs data, Week ahead

    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 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 - 02nd Jul 2021 - OPEC+ decision delayed, Robinhood's stunning numbers, Historic day for Eco diplomacy

    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 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 - 01st Jul 2021 - S&P500 2nd best half since 1998, $1tr reverse repo demand, What to expect in the 2nd half of 2021

    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, 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 - 30th June 2021 - US Home prices jump, Didi IPO priced at 14$, Elon Musk's Starlink

    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 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 - 28th June 2021 - US stocks best week since Feb, Personal spending, Week ahead

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

    6 min
  • Morning Wealth - 25th June 2021 - Biden's infra plan, Capital spending, Nike stock up

    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 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 - 24th June 2021 - Some Fed speak, Mixed US Data, Vaccine makers drop

    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 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.