Morning Wealth

Points covered  1. Options trading by retail investors – Impact on S&P500 2. Dominos Earnings 3. Texas Instruments Earnings and Outlook 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.

Points covered  1. Stocks up, Yields up 2. Earnings – Chipotle. Coca-Cola 3. Earnings – J&J and SAP 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 

Points covered  1. Turnaround Tuesday 2. Evergrande Group – What’s happening? 3. Earnings – Netflix and IBM 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.

Points covered  1. Delta concerns push yields lower and stocks lower 2. Slope of the yield curve – What’s it saying to us? 3. European companies – Earnings expectations 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.

Points covered  1. U.S. stocks fell and snapped a three-week winning streak 2. OPEC+ agrees on output increases 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.

Points covered  1. Chip maker and Tech Stocks head lower 2. TSMC Earnings 3. Morgan Stanley 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  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.

Points covered  1. Chair Powell sticks to transitory assessment 2. Bank of America Earnings 3. Citi, Wells Fargo and BlackRock 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  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.

Points covered  1. US Inflation comes in Hot 2. JPM earnings – Dimon say “Consumers are raring to go” 3. Goldman earnings – strong numbers led by 3.7bn equity gain 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.

Points covered  1. U.S. stocks rose to new highs as bond yields rose 2. China’s surprise RRR cut – Why now? 3. S&P500 trading at 22x – How good should earnings be? 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.

Points covered  1. Equities staged a strong rebound on Friday 2. Stock Market rotation underway, this time to tech 3. Week ahead – earnings, data and central bank decisions 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.