Tariffs are calling the tune as the US rattles global markets with a high-stakes trade war. US consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the coming weeks? Listen in as Arnout van Rijn brings his insights. Length without disclaimer: 15 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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16:47
Whatever it takes
A flight to safety is occurring in financial markets as Europe faces another 'whatever it takes' moment, with governments pledging to significantly increase defense spending. Is this a watershed moment for financial markets? This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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17:20
Snake preview
China has just entered the year of the snake. It might not be able to get back on the previous economic growth track, but equity markets might offer some tradeable rallies opportunities. The so called ‘Dogs of the Dow’ are having a great start of the year, with European stock markets also in catch-up mode. Tune in now. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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15:13
Hit (and run?)
The next earnings-reporting season is kicking off and will bring new evidence of whether the market hype is still justified. European equities, may be poised for a turnaround. That might depend on the right trigger to unlock valuations, though. And US bond yields are on the move, signalling a more normalized yield curve. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
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17:31
Private dancer
Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega cap-growth stocks have returned to their winning ways post-US elections. The outlook for European stocks might be improving, at least from a contrarian perspective. This podcast features material by fair use guidelines. All rights reserved to the copyright owners
Robeco’s monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
Netherlands