In tune with the markets

Despite persistent unrest in the Middle East and elevated oil prices stoking inflation concerns, equity investors continue to buy the dips, leaving traditional safe havens in short supply. Equity markets may appear unfazed, but credit markets are signalling that the story isn't finished yet.  Length without disclaimer: 14 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Market turbulency remains, and where the US dollar acts as a safe haven, gold clearly doesn't this time around. Central banks sit on the fence, hoping the inflation increase caused by the war in Iran will be transitory. Oversold stocks recover, while overbought stocks take a punch on the chin.  Length without disclaimer: 18 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

It is earnings season again and guess what – the beat goes on. In this episode Arnout van Rijn also digs deep into his two of his favorite topics: Japan and gold. And are we seeing a long-awaited rotation in financial markets? Value stocks, small caps and defensive stocks are now outperforming growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run.    Unitree demonstration Chinese New Year Gala video  Length without disclaimer: 19 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

The equity markets in general and semiconductor companies in particular are flying high, amidst geopolitical turmoil.  Gold has clearly entered bubble territory. The share of weak hands in the market is increasing, which means we are now in a volatile bull market, says Arnout van Rijn. Tune in to our latest podcast episode.  Length without disclaimer: 18 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Markets keep marching higher, but are the fundamentals starting to miss a beat? Earnings forecasts remain optimistic, bond yields are climbing despite anchored inflation expectations, and AI spending shows little sign of slowing. Meanwhile, fears about AI are growing louder. Do they reflect genuine risks, or are they driven by incumbents worried about disruption?