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MarketTalk Video Analysis
Watch daily market commentary, macro analysis, and financial updates by Ipek Ozkardeskaya.
Encouraging news on AI, oil and the BoJ — but not enough | MarketTalk
Fed hikes, BoJ must follow | MarketTalk
Fed hike is probably the less-bad option | MarketTalk
Winners & losers of AI slowdown | MarketTalk
What happens if AI growth slows? | MarketTalk
Oil, yields spike, sentiment weak | MarketTalk
Who is The House? | MarketTalk
Brent near $100pb weighs on sentiment | MarketTalk
Yen carry unwind risks are back! | MarketTalk
Strong US Jobs, rising oil weigh on sentiment; tech spared… for now | MarketTalk
If inflation won’t cool, jobs must | MarketTalk
Venezuelan oil to the rescue? | MarketTalk
The world turns on cheap China: Shein feels it | MarketTalk
Can equity bulls resist rising yields? | MarketTalk
Fed hawks are back! | MarketTalk
Jackson Hole: what’s at stake? | MarketTalk
Nvidia earnings lift sentiment amid lingering macro risks | MarketTalk
Focus on US PCE, Nvidia earnings | MarketTalk
Nice setup for hard commodities | MarketTalk
Week Ahead: Nvidia earnings, Jackson Hole | MarketTalk
US dollar, humanoid robots and the VIX | MarketTalk
The Bond Coup | MarketTalk
How expensive are your tech stocks? | MarketTalk
Euro: looking past oil volatility | MarketTalk
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