Latest Episodes
293
Magic Markets #293: The Cost of Living - When Data Doesn't Match the Mood
Moe explores the growing disconnect between economic data and consumer sentiment, focusing on the possibility of a US no-landing scenario. With business activity accelerating,...
292
Magic Markets #292: Commodities are booming - is South Africa?
This week, Mohammed Nalla shares insights from a recent conference in Quebec on whether we're entering a commodities super-cycle and how Canada could benefit....
291
Magic Markets #291: Oil above $100 - and why Sasol isn't just a Brent Crude trade
This week, Moe takes us beyond the headlines of oil’s surge back above $100 a barrel, unpacking the structural issues that could keep energy...
290
Magic Markets #290: Storm Front - Winners and Losers in an El Niño World
This week, Mohammed Nalla explores El Niño, the climate phenomenon that can have a surprisingly powerful effect on economies and markets. With forecasts pointing...
Magic Markets #289: Jackson Hole and CrowdStrike's Explosive Growth
This week, Mohammed Nalla unpacks the key takeaways from Jackson Hole, where new Fed Chair Kevin Warsh reminded markets that “down is not the...
288
Magic Markets #288: Treasury Troubles and Walmart Wobbles
Mohammed Nalla unpacks the US Treasury's decision to increase buybacks at the long end of the bond market, explaining why soaring long-term yields matter...