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Morning Wealth episodes
- Morning Wealth - 24th May 2021 - On the surface, USD and PMIs and Week Ahead
Points covered
1. On the surface, nothing much happened last week!
2. US Dollar and PMIs
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 - 21st May 2021 - Stocks rebound on better jobless data, Global Min tax of 15%, Earnings from Tencent
Points covered
1. Stocks rebound on better jobless data
2. Global Min Tax of 15%
3. Earnings – Tencent
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 - 20th May 2021 - Fed Minutes, Bitcoin tumbles and Earnings from Target, Home Depot and Lowe's
Points covered
1. Fed Minutes - Important Points
2. Bitcoin tumbles
3. Earnings – Target, Home Depot, and Lowe’s
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 - 19th May 2021 - Weak US data ,Crowded traded, Earnings from Retailers
Points covered
1. Weaker U.S. data is finally catching up to the dollar
2. Long Bitcoin, most crowed trade BofA
3. Earnings – Walmart, Home Depot, Macy’s
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 - 18th May 2021 - Fed speak, Bitcoin down Gold up, 13f filings
Points covered
1. Comments from Vice Chair Clarida and Atlanta Fed’s Bostic
2. Bitcoin down, Gold Up
3. Highlights from 13F filings
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 - 17th May 2021 - Stocks rise unfazed by weak data, Soro's 13f filing, Week ahead
Points covered
1. Stocks rise unfazed by weak data
2. George Soros's investment firm picks up stocks linked to Archegos
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 - 14th May 2021 - PPI accelerates, Earnings Disney and Alibaba
Points covered
1. Producer-price inflation Accelerates
2. Disney Earnings
3. Alibaba 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 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 - 12th May 2021 - Dow down, Job openings report and Stan Druckenmiller's comments
Points covered
1. Dow down
2. Job openings report
3. Legendary investor Stan Druckenmiller's comments
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 - 11th May 2021 - Inflation exp at multi year highs, FB's Insta like app for children, Amazon's bond sale
Points covered
1. Inflation expectations rise to multi year highs
2. Facebook’s Instagram like app for children
3. Amazon’s 18.5b bond issuance
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 - 10th May 2021 - Colonial Pipeline hack, NFP Data and Week Ahead
Points covered
1. Colonial Pipeline hack
2. Disappointing Jobs (NFP) 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 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.