Podcast
The Market Screener
Hosted by Marketscreener · EN
Here's the audio version of the daily Wall Street column of Marketscreener, to take the temperature of financial markets every morning at the opening of the stock exchange.
Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
105episodes
Episodes
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Wall Street Likes Weakness
Jul 200:04:44Tap to summarizeSecond-quarter earnings season begins in earnest the week of July 13, with about 100 major European and American companies set to report. PepsiCo gets an early turn on Thursday, July 9, which may not sound like the opening act of a grand market reckoning, but investors will take what they can get. After record highs at the end of the second quarter, equities have entered July looking a little restless. This morning, futures are in the green after June non-farm payroll data.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →July Opens With a Very Fed-Shaped Cloud
Jul 100:04:57Tap to summarizeAfter the strongest quarter for U.S. stocks in six years, investors are entering July with a familiar problem: the good news may have become a little too good. The S&P 500 rose 9.1% in the first half, including dividends. Europe did even better, with the Stoxx Europe 600 Total Return index up 10.3%. Japan's Nikkei jumped 39%. South Korea's KOSPI did something closer to levitation, rising 101%, helped by artificial intelligence enthusiasm and local policy shifts. That is the backdrop for today's softer session. U.S. stocks are set to open lower, European indexes have already slipped, and parts of Asia were mixed.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →AI stocks are ending the quarter with a shrug
Jun 3000:04:01Tap to summarizeFor the last session of the quarter, stocks are edging higher, oil is no longer screaming, and investors are waiting for fresh labor-market data before deciding how much optimism is allowed. The S&P 500 and Nasdaq are still on track for their best quarter in six years. The Dow is heading for its strongest quarterly gain since 2022. Not bad for a market that spent the past few months worrying about war, oil, inflation, AI spending, and the Federal Reserve.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →Wall Street Reboots After the Oil Scare
Jun 2900:05:01Tap to summarizeMarkets are treating the U.S.-Iran pause as permission to breathe again: oil is back near $72, stock futures are higher, and the Strait of Hormuz has been downgraded from global panic button to unresolved risk. That gives Wall Street room to return to its other obsession: deciding which parts of the AI trade still deserve the hype, and which ones simply got too crowded.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →The Shovel Gets Pricier on Wall Street
Jun 2600:05:03Tap to summarizeThe Nasdaq's attempt at a rebound already looks shaky, as investors grow more impatient with the gap between massive AI spending and actual profits. Micron’s strong forecast briefly lifted the mood, but renewed pressure on chip stocks, Apple's price increases, and doubts around OpenAI's IPO plans have revived concerns that the AI trade may be running ahead of reality. At the same time, fresh tension around Iran is adding another layer of risk, even as falling oil prices suggest markets are still more focused on supply flows than geopolitical headlines.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →Cooler PCE, Hotter Chips
Jun 2500:04:18Tap to summarizeA cooler-than-feared inflation report gave markets the excuse they needed to rally, while stronger-than-expected consumer spending suggested the economy still has momentum. Micron's blowout results added fuel to the rebound, reminding investors that the AI boom still depends heavily on memory chips. Lower oil prices and falling bond yields helped the mood, while mixed corporate news showed that the rally was powerful but still selective.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →When Growth Needs Proof
Jun 2400:05:09Tap to summarizeAfter two rough days for technology stocks, the S&P 500 and Nasdaq are trying to regain their footing, helped by a modest rebound in chip names in anticipation for Micron. The memory-chip maker reports earnings after the close, and investors are treating the event as a useful test case for the AI boom. It sells into the infrastructure buildout that has powered the market's biggest story: cloud giants spending enormous sums on data centers, chips, servers, and everything else needed to keep artificial intelligence humming. When that story feels strong, Micron looks like a winner, but when investors start asking whether all this spending will earn a decent return, the company becomes a very visible place to worry.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →The AI Boom Is Starting to Look Expensive
Jun 2300:04:02Tap to summarizeFor months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more computing power, someone has to sell the hardware. That part of the trade still makes sense. The Philadelphia Semiconductor Index recently hit a fresh record and is up roughly 106% this year. But Tuesday morning, the mood has shifted.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →Wall Street's Nerves of Steel
Jun 2200:05:18Tap to summarizeThis week begins with investors trying to do two things at once: enjoy the rally and pretend it is not watching the Strait of Hormuz every five minutes. U.S. stocks enter Monday's session after a strong prior week, with the Nasdaq up 2.4% and technology once again doing much of the heavy lifting. The S&P 500 is comfortably above where it stood before the latest Middle East conflict began, and Europe's Stoxx 600 has already climbed back above its late-February record.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Transcribe →The Gulf Gives, the Fed Takes
Jun 1800:05:13Summary readyA pause, a passageway, and a promise to keep talking. That's essentially what's included in the Iran-US agreement released a few hours ago. It extends the April ceasefire by another 60 days and restores full maritime traffic through the Strait of Hormuz, without the extra charges that had become one more tax on an already nervous global economy. Brent fell again, sliding toward $77 a barrel, its lowest level since early March. For markets, the agreement is less a breakthrough than a badly needed reduction in one of the world’s most expensive risks.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Summary