Need to Know Investment Podcast

Howard Sparks joins Sarah Muir for a US earnings Need to Know special. They look at some of the headline data, great expectations - the corporate winner and losers, and why Q2 earnings is proving to be all about mean reversion.

Thoughts on a momentous week ahead for central banks and how economic expectations at the start of the year have played out. Plus the Magnificent 7 and why strong earnings are not always enough to please markets.

Alan Higgins and Sarah Muir discuss positive data, what’s up with the Chinese economy and index investing.

Alan Higgins and Sarah Muir look at the latest data, greedflation and conflicting theories as to what really leads to rising prices. Plus thoughts on the brawling billionaires…

This week, Predictions for upcoming US data, Goldman Sachs lowers their forecast for a US recession and investing in Wimbledon.

Investing in a higher interest environment: how high is too high, at what level do equities become unattractive and why the buzz around AI is currently trumping higher interest rates.

This week we look at events in Russia and the impact on markets, UK core inflation continues to rise and the bull and bear case for investing in equities.

This week; the magnificent seven of stocks, why UK inflation is proving so difficult to tame and the Beyoncé blip.

Forex focus. Sarah Muir and Alan Higgins are joined by Coutts Head of Foreign Exchange, Ray Monaghan to discuss what it takes to be a forex trader, the toughest trading days and what’s currently moving currency markets.

This week; key inflation data, the bullish view on equities and the bearish view on commercial property.

This week, UK core inflation continues to rise, Nvidia and how generative AI is driving US equity returns, and the Dax reaction to news of the German recession.

The case for equities in a higher interest rate environment, why investors are bullish on Japanese stocks and key data we’re watching this week.

Sarah Muir and Alan Higgins discuss recent US CPI, ongoing debt ceiling negotiations and the impact of geopolitical shocks on markets.

Investment scams special with Jamie Bartlett, the man behind the BBC’s hit podcast series The Missing Crypto Queen. Jamie talks about the three psychological tricks scammers play on potential investors.

Ben Allen is sitting in for Sarah Muir this week. Ben and Alan consider ongoing US debt ceiling negotiations and the impact if an agreement can’t be reached. Plus expectations for the latest US CPI report and thoughts on the launch of Ireland’s very own sovereign wealth fund.

US regional banks continue to come under pressure, Wednesday’s Fed rate hike and whether this could be the last hike for the year. Plus what a weaker US dollar tells us about the outlook for markets.

As the Bank of Japan’s new governor Kazuo Ueda settles into his role, Sarah Muir, James Hawkes and Alan Higgins focus on the BoJ’s yield curve control policy, what to expect from Ueda and how policy changes may impact global markets.

Crypto special! Sarah Muir, Alan Higgins and James Butterfill discuss the pros and cons of cryptocurrencies.

This week US earnings season takes centre stage with a focus on how banks have done following Q1’s banking sector stress, the resilience of the US consumer and why markets are good at discounting negative news.

On this weeks podcast we discuss; US corporate earnings surprise to the upside, the latest Global Fund Managers’ survey from Bank of America and positive economic news from China.

This week; the latest US data and what it tells us about inflation, Bitcoin bounces back and how emotions impact investors’ returns.

A look ahead to Good Friday’s US jobs report, UK GDP for 2022 gets revised up and a lone bullish voice in a forest of bears.

This week; thoughts on last week’s mini banking crisis and the impact on Fed policy going forward, plus the tactically bearish case for equities.