Marketscreener

The Market Screener

Business EN ↓ 843 episodes

Here's the audio version of the daily Wall Street column of Marketscreener, to take the temperature of financial markets every morning at the opening of the stock exchange. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Author

Marketscreener

Category

Business

Podcast website

www.marketscreener.com

Latest episode

Jul 10, 2026

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Episodes

The Market Is Looking Suspiciously Calm 11.03.2026

To look at the indices this morning, you would think everything was under control. Most are sitting close to flat, and Wall Street futures were hovering near zero early in the day. The market's biggest question right now is whether investors are still underestimating how quickly this instability can spread through the economy. That is the backdrop for today's session, and likely for the coming wee...

A Bounce Built on Belief 10.03.2026

The most revealing thing about the latest oil shock is not that prices spiked. It is how badly everyone wanted to believe they would come right back down. On Monday, Brent crude whipsawed from roughly $83 to nearly $119 before settling below $90. By Tuesday morning, the market had latched onto President Donald Trump's insistence that the war involving Iran was already nearing its end, well ahead o...

Investors Confront Stagflation Risk 09.03.2026

The week ahead looks like the kind investors dread. Washington will be watching inflation data on Wednesday, the Federal Reserve looms next week, and Friday brings another look at PCE inflation and fourth-quarter GDP. Under normal circumstances, that would be plenty, but these are not normal circumstances. Oil has ripped higher, the Middle East conflict has entered its tenth day, and prices m...

Oil Shock Meets Job Shock 06.03.2026

Stock futures fell Friday morning after the release of the U.S. jobs report, as investors tried to digest two forces that rarely arrive politely or predictably: war and economic data. On one side sits the escalating conflict in the Middle East, now nearing a week without any clear end. On the other sits the U.S. labor market, which delivered a report that diverged sharply from expectations. Hosted...

The Year the Easy Narrative Broke 05.03.2026

As trading begins today, markets are trying to process two things at the same time: a war that is tightening its grip on global energy routes and an economic calendar that refuses to wait politely in the background. Oil prices are rising again, shipping through the Strait of Hormuz has been severely disrupted, and investors are wondering whether the Federal Reserve will soon face an uncomfortable...

When Talk of Talks Moves Markets 04.03.2026

After several days of escalating conflict in the Middle East, a new twist emerged: reports that Iranian officials had quietly reached out through back channels to explore talks with the United States. The message, according to reporting, was indirect and tentative. Washington remains skeptical. Still, the mere suggestion of a diplomatic off-ramp was enough to ripple through markets and energy pric...

From Calm to Caution 03.03.2026

The missiles flew, the oil spiked, and the world's most important shipping lane edged toward peril. In most eras, that combination would have sent markets into a tailspin. Instead, American investors blinked, recalibrated - and, at least at first, barely flinched. While Europe and Asia recoiled and energy prices surged, Wall Street responded with a shrug that was either a sign of resilience or a s...

A Very Dangerous Gamble 02.03.2026

Markets start the week under a long shadow. Airlines are cutting routes as key air corridors over the Middle East shut down. Tankers are being rerouted away from one of the world's most important oil chokepoints. Oil and gas facilities in the region have halted production. Crude prices have jumped sharply. In a worst-case scenario, some analysts warn, prices could vault past $100 if flows through...

Inflation Bites Back 27.02.2026

Wall Street may be fascinated with artificial intelligence, but today's real test comes from something less flashy: producer prices. This morning's PPI arrived at a sensitive moment and it did not deliver reassurance. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The Bar Just Moved Higher 26.02.2026

Nvidia's results were, by any normal standard, extraordinary. Revenue keeps climbing at a pace that would have seemed absurd just a few years ago. The company's sales curve, once flat and predictable, now looks like a cliff face. Orders remain deep. Demand for high-powered AI chips is still intense. Competition is rising, but Nvidia continues to sit at the narrowest part of the hourglass, where mo...

The Week When Everything Hangs on One Earnings Call 25.02.2026

Tonight, after the closing bell, Nvidia reports earnings, an event that now functions less like a quarterly update and more like a public stress test for the entire AI trade. Stock futures were modestly up ahead of the open, in anticipation. Because the tech giant has become a proxy for a whole story the market has been telling itself: that the AI boom is real, durable, and worth paying almost any...

The Real Market Panic Isn't Trump. It's the Machine. 24.02.2026

The American economy has seen its share of plot twists. A pandemic. A supply-chain snarl. A banking scare. Now, as investors and executives scan the horizon, they are confronting something harder to quantify: a technological shift that feels less like a cycle and more like a reckoning. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

New Rules 23.02.2026

After the Supreme Court struck down much of Trump’s tariff regime, the White House swiftly unveiled a new global levy, reigniting trade uncertainty and rattling stocks, bonds, currencies, oil, and crypto all at once. With Nvidia earnings looming, fresh inflation data ahead, and U.S.–Iran talks back on the table, investors face a week where policy shocks and corporate reality collide. Hosted by Aud...

Inflation's Reality Check 20.02.2026

Investors were waiting this morning for answers: is the U.S. economy cooling gently or losing altitude ? Have we achieved a soft landing? At 8:30 a.m. Eastern, they got their answer. And it was not the one many had penciled in. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The market's nerves are showing 19.02.2026

This week was supposed to be about earnings and artificial intelligence. Instead, it is shaping up as a test of how many shocks investors can process at once. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The Calm Before the Fed 18.02.2026

Wall Street looks deceptively calm. Futures are pointing higher, tech shares are trying to find their footing, and investors are bracing for the release of minutes from the Federal Reserve's latest meeting. After weeks of nerves, the mood is less panicked than cautious. Early trading suggests a tentative return of risk appetite. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialit...

The Great AI Repricing 17.02.2026

Investors are trying to recalibrate. Business models will change with AI. Some will thrive. Others will discover that their moat was more decorative than defensive. Analysts have drawn parallels to the early pandemic era, when entire sectors were abruptly revalued, some permanently. The difference this time is that the disruption is self-inflicted, driven by corporate investment rather than a viru...

Earnings or Else 12.02.2026

Corporate earnings are once again running the show. This morning, stock futures are edging higher as investors brace for another wave of quarterly results and a crucial inflation report tomorrow. The mood is not euphoric, but it is steadier than it was 24 hours ago. Wednesday's stronger-than-expected jobs report - 130,000 jobs added in January, unemployment dipping to 4.3%, wages holding firm - he...

Goldilocks Jobs, Jittery Markets 11.02.2026

This week was always going to be about one thing: data. Investors came into today bracing for the January employment report, delayed by the partial government shutdown and wrapped in unusual suspense. The mood was cautious. Stock futures wobbled in early trading. Treasury yields dipped. The dollar softened. Traders were trying to game out the same question: Is the labor market cooling enough to nu...

Retail Hits the Brakes 10.02.2026

The consumer has been the economy's last reliable thrill ride, and now it's starting to coast. December retail sales flatlined, a quiet but loaded signal that shoppers are no longer panic-buying, revenge-spending, or swiping first and thinking later. If retail is the canary in the macro coal mine, it didn't drop dead - but it definitely stopped singing. Hosted by Audiomeans. Visit audiomeans.fr/po...

All or Nothing Week 09.02.2026

As Monday's session gets underway, U.S. stock futures are hovering just below flat. The Dow, S&P 500, and Nasdaq are all slightly in the red, the kind of timid move that suggests investors are less interested in bold bets than in keeping their hands close to the exit. Oil prices are barely budging. The economic calendar, for today at least, is empty. However, it's the calm before a very busy s...

Markets Ask the Obvious Question 06.02.2026

How long does this get to cost so much before AI pays for itself? That question hangs over today's session like a low cloud. After several days of selling in U.S. technology stocks, the market tried, somewhat awkwardly, to regain its footing. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Money Moves On 05.02.2026

U.S. stocks slipped again as investors reacted to Alphabet's earnings, strong numbers paired with a spending plan that landed like a very expensive shrug. Google's parent company made it clear that it plans to nearly double its capital expenditures this year to stay competitive in artificial intelligence. The results were good. The ambition was undeniable. The market's response was less generous....

Wall Street: When AI Stops Being a Buzzword and Starts Being a Threat 04.02.2026

Software, we were told, is the cleanest business model on Earth: low marginal costs, recurring subscriptions and loyal customers. The software sector didn't just grow, it ascended. It almost became a religion, complete with prophets in Patagonia vests and believers who treated earnings calls like scripture. And then AI showed up, not as a feature, but as a force. This week, the market is beginning...

Brace for the Earnings Flood 03.02.2026

Roughly a quarter of the S&P 500 reports earnings this week, and investors are no longer satisfied with glossy talk about "innovation". They want proof. Analysts now expect nearly 11% earnings growth for S&P 500 companies in the December quarter, up from about 9% at the start of January. Expectations are rising. So is the pressure. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-con...

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