Best Nfp S Insights From The Experts Podcasts (2024)

1
Investing with Beauchamp and Bright: The week that shook the markets 18:08

15d ago18:08

18:08

In a brand new podcast, IG’s Chief Market Analyst Chris Beauchamp and our Assistant Portfolio Manager Aaron Bright discuss all things investing. From the carry trade carnage in Asia to a T-Rex called Sue – the pair go behind the curtain to their week, life lessons and trading. Any opinions, news, research, analysis, prices or other information cont…

1
‘We’re going to need more floating offshore wind capacity’ 7:45

10d ago7:45

7:45

IG’s Angeline Ong catches up with Octopus Renewables Infrastructure Trust’s David Bird to discuss why he thinks the world is going to need more floating offshore wind capacity, and what opportunities this will lead to. Bird also explains why he thinks current share prices do not reflect the real value of the sector. Any opinion, news, research, ana…

1
Will the Nikkei continue to rally? Where will the yen head next? 11:55

1M ago11:55

11:55

The Japanese equity market has had a strong start to 2024 and continues to flirt near record highs, but how long can this continue? We ask Schroder Japan Trust’s Masaki Taketsume this question, along with why he thinks real positive structural shifts are in motion. IG’s Angeline Ong also gets Taketsume’s outlook for the yen amid swirling BoJ interv…

1
‘TSMC to give chip and AI-related stocks another leg up’ 6:15

2M ago6:15

6:15

TSMC’s stellar Q2 revenues are likely to give chip and AI-related stocks another boost, says Tematica CIO Chris Versace, and potentially lead to further upgrades for the chip industry. Versace also discusses Samsung’s big bet on ‘foldables’ with IG’s Angeling Ong, and why US Fed chair Jerome Powell has to balance inflation with jobs growth. Any opi…

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EU-China trade tit-for-tat: How to trade 8:36

2M ago8:36

8:36

As the European Commission's provisional tariffs on Chinese-made EVs take effect, IG’s Angeline Ong catches up with Xiaolin Chen, Head of International at KraneShares to discuss the potential impact of the ongoing trade tit-for-tat and how investors can position for this. Chen also explains why EVs, renewables, and healthcare were some of the most …

1
NFP; rates; Bank stress tests could determine next market move – Versace 4:40

2M ago4:40

4:40

This US jobs reading could keep the Wall Street melt-up going. If it’s not a ‘hot’ number, then it could give the Fed room to cut rates, says Tematica CIO Chris Versace. Plus, why bank stress tests indicate risks cracks could be emerging. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. F…

1
How to trade the UK election: Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain 14:49

2M ago14:49

14:49

The 2024 UK general election has been anything but boring, with PM Rishi Sunak soaked to the skin, to alleged betting scams and Nigel Farage, back from the political dead. So, with just days to go until voters head to the polls, IG’s Angeline Ong caught up with Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain to find out what t…

1
How to trade US/EU/China trade tit-for-tat 6:18

2M ago6:18

6:18

You know it's an election year both sides of the Atlantic when tariff threats fly thick and fast. We've had tariff threats linked to semiconductors, pork and agriculture so far. KraneShares CIO Brendan Ahern unpacks the political sabre-rattling with IG's Angeline Ong and how to trade it. Ahern also says the Wall Street 'melt-up' may well continue t…

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Wall Street melt-up could continue longer than you think – Oppenheimer 8:05

2M ago8:05

8:05

With Wall Street crossing the 20-month anniversary of the bull market, many investors are asking if the rally is looking stretched. John Stoltzfus Chief Investment Strategist, Managing Director at Oppenheimer Asset Management tells IG’s Angeline Ong the rally could go on longer than many expect because many tech companies’ products are becoming mor…

1
May 2024 fund flows: Money rotates back into the US 7:20

2M ago7:20

7:20

US indices have defied gravity so far in 2024, and this may continue from a fund flow perspective. Dewi John, Lipper’s Head of UK Research joins IG’s Angeline Ong to explain the rotation underway from the UK funds into the US. John also says there’s evidence investors are rotating from passive to managed funds, as we head into H2. Any opinion, news…

1
Week ahead: BoE rates and PMI data 4:37

3M ago4:37

4:37

With the last rate meeting before the UK general election, PM Rishi Sunak is hoping for a rate cut, however this is unlikely to come through. That being said the event may be the volatility peak of the week watching EUR/GBP particularly. Outside of this is PMI data towards the end of the week across Japan, the eurozone, including France and Germany…

1
How do you trade around the UK election? 8:04

3M ago8:04

8:04

IG Premium Client Manager, Luke Moore, delved behind the curtain to reveal how traders make their moves around elections – with just a few weeks until Brits go to the polls. Moore speaks to IG's Angeline Ong about which markets are key, in particular the FTSE 250, oil, gas and housebuilders, but also how traders and investors differ in their views …

1
Week ahead: US rate decision and Oracle earnings 4:34

3M ago4:34

4:34

The big swing point in the coming week, starting 10 June, will doubtless be the interest rate decision in the US. The Federal Reserve is not expected to move, but with the Swiss National Bank, the Swedish Central Bank and the European Central Bank having cut rates, the starting gun has been fired. The big question is with inflation still simmering,…

1
US jobs report: Watch that wage growth print 7:32

3M ago7:32

7:32

The US Federal Reserve has been closely watching wage growth out of concern that faster-than-normal pay gains may add to inflation pressures. Chris Versace, CIO of Tematica Research tells IG’s Angeline Ong it’s the average hourly earnings print that will feed into the Fed’s thinking, surrounding the timing of its first interest rate cut. Any opinio…

1
EP 150: PBM Regulation and Litigation and a Review of the J&J Case 21:46

2M ago21:46

21:46

In this episode, Suzanne Spradley and Chase Cannon review the current state and federal regulation of pharmacy benefit managers (PBMs), focusing on litigation surrounding recent state-enacted PBM rules. Suzanne starts off with a high-level description of PBMs and the role they play in the group health plan context. Suzanne and Chase discuss the ple…

1
Market melt-up to persist due to social security benefit risks 10:52

3M ago10:52

10:52

Wall street continues to defy gravity. One area of support for equities comes from investors close to retirement. John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management says investors are looking to invest in stocks for retirement purposes at a time when it is projected that US social security benefits could be at risk of being…

1
Week ahead: ECB rate decision & US jobs 5:52

3M ago5:52

5:52

With scheduled corporate news in the background, traders will have a heightened sensitivity to the FX markets. On Thursday there is the ECB rate decision. As IGTV’s Jeremy Naylor explains, it’s not the decision itself after the green light was lit last week, by ECB chief Christine Lagarde, it’s more about whether the cut is one and done or if there…

1
BHP-Anglo takeover tango may resume in 6-months 7:52

3M ago7:52

7:52

Anglo may have rejected BHPs advances yet again. But, the courtship is not over. John Meyer, mining analyst and partner at SP Angel tells IG’s Angeline Ong that BHP could come back again in 6-months. BHP, he says, could also look at other suitable takeover alternatives like Antofagasta and Freeport-McMoran. Any opinion, news, research, analysis, or…

1
Love it or hate it: Buy-now-pay-later is here to stay 4:52

3M ago4:52

4:52

Transformative or troubling? Buy-now-pay-later (BNPL) products are a type of short-term loan offered at point of purchase, with little in the way of checks, fees or interest. IG’s Angeline Ong caught up with Tematica Research’s CIO Chris Versace to find out why he thinks BNPL is here to stay, especially in a time when the ‘stretched consumer’ narra…

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Look to data centre related stocks for AI diversification 7:54

3M ago7:54

7:54

The Nvidia frenzy is leading some investors of the chip giant wondering how they can take risk off the table. Anthony Ginsberg, manager of the HAN-GINS Tech Megatrend Equal Weight UCITS ETF (ITEK) says one way to diversify is to invest in data centre-related stocks. Ginsberg also explains why he thinks cheaper non-US EV manufacturers are set to gai…

1
Week ahead: German data headlines in a quiet week 6:07

3M ago6:07

6:07

While it is a quiet week ahead, with both the UK and US out for a long weekend on Monday, there are some data points to watch out for of interest. Most notably in Germany where there’s the Ifo business sentiment on Tuesday, consumer confidence and CPI data on Wednesday and retail sales in the German economy on Thursday. For this there’s a technical…

1
S&P 500 could hit 5,600 by 2024 year-end 7:58

3M ago7:58

7:58

Traders brace for earnings from Nvidia, a raft of Fed speakers, and flash manufacturing and services PMIs as Wall Street continues to grind upwards. Chris Versace, CIO of Tematica Research joins IG’s Angeline Ong to discuss why he thinks the S&P 500 could breach 5,600 by the end of 2024. Any opinion, news, research, analysis, or other information d…

1
Week ahead: UK inflation and NVDA earnings 7:36

3M ago7:36

7:36

UK inflation could well be the swing point for the FX markets from the week’s economic diary. It comes on Wednesday and, if it follows the recent US inflation data on the downside, there may be a short sterling position to be had. Also on the economic agenda is a rate decision from the Kiwi central bank where no change is expected. On the corporate…

1
PPI, Powell, and CPI to reshape Fed rate cut expectations 5:19

4M ago5:19

5:19

The latest US inflation prints and comments from Fed Chair Jerome Powell could really change Fed rate cut expectations. Tematica CIO Chris Versace explains how this might change the mood of the markets. He also catches up with IG’s Angeline Ong to discuss the latest significant hike in US tariffs on Chinese cars, chips, and the upcoming Google I/O …

1
Week Ahead: US inflation and WMT earnings 4:35

4M ago4:35

4:35

Despite US earnings winding down there are two all-sessions stocks to watch in the coming week: WalMart (WMT) and Cisco Systems (CSCO). On the economic agenda the big dollar pivot point is widely expected to be Wednesday’s release of US consumer pricwes. The Fed has aleready warned that it’s seeing stronger data and this remains around inflation. T…

1
Why Boeing’s woes will take time to lift 10:18

4M ago10:18

10:18

Boeing’s Starliner launch was delayed due to a rocket glitch, but this is just one of many setbacks for the planemaker. The Federal Aviation Administration has opened new investigation into 787 inspections. Plus, probes surrounding the January door-plug incident continue. Tematica Research CIO Chris Versace believes it will take time before Boeing …

1
Week ahead: RBA and BoE rate decisions 4:22

4M ago4:22

4:22

With the OECD having given its thoughts on global interest rates it says both the Bank of England (BoE) and the Reserve Bank of Australia (RBA) should keep rates higher for longer. While neither is expected to move traders will be keen to hear what each central bank has to say about the outlook. Also on the economic agenda is the first look at UK G…

1
HIVE Digital Technology CEO interview 13:48

4M ago13:48

13:48

Many tech companies are looking to diversify their revenue streams by powering the AI revolution. One such company is Canada-based data centre company Hive Digital Technology. IG’s Angeline Ong caught up with HIVE’s CEO Aydin Kilic to find out why they have evolved into an ‘infrastructure as a service’ business, utilising hydroelectric energy from …

1
Week ahead: US data and Fed rates dominate 6:46

4M ago6:46

6:46

We’re looking at another busy week ahead. FX traders will have the best opportunity to make money, although earnings are still high on the agenda. By the end of the week, we’ll have a good idea on how the US jobs market is going with payrolls from both the private sector ADP release and labour department numbers with non-farm payrolls. There are al…

1
How ‘diabesity drugs’ could change the investment landscape 9:27

4M ago9:27

9:27

Trial results from Eli Lilly add to a growing body of evidence that suggests GLP-1 drugs, which include treatments like Lilly’s Mounjaro and Novo Nordisk’s Wegovy have medical benefits beyond diabetes and weight loss. Tematica CIO Chris Versace explains how these so-called ‘diabesity drugs‘ could affect healthcare and why their impact, positive and…

1
Week ahead: A packed earnings list and significant economic data 8:56

4M ago8:56

8:56

It’s a week where earning dominate with plenty of stocks on the IG list of all-sessions coverage. Some of the big US companies include Microsoft (MSFT), Alphabet (GOOG), Tesla (TSLA) Exxon Mobil (XOM), Chevron (CVX), Intel (INTC) and Ford Motor (F) to name just a few. Then in Europe Shell Oil (SHEL), Barclays (BARC), Lloyds Banking Gp (LLOY), NatWe…

1
Is the Fed on hold for now, June cut no longer in view? 8:27

5M ago8:27

8:27

With almost every US data point from jobs to manufacturing and commodities prices showing upward price pressures remain, should there be an interest rate hike instead of a cut? Tematica CIO Chris Versace says he thinks the Fed can sit and wait on rates for now, without having to cut until the risk of rising inflation has truly eased. Any opinion, n…

1
Week ahead: UK inflation China GDP & US earnings 5:55

5M ago5:55

5:55

It’s back, front and centre, US quarterly earnings. Following the release on Friday of Q1 numbers from JP Morgan (JPM), Citigroup (C) and Wells Fargo (WFC), it’s the turn this week of Goldman Sachs (GS), Bank of America (BAC), Johnson & Johnson (JNJ, Procter & Gamble (PG) and Netflix (NFLX) amongst others. Watchout out for all these as they all tra…

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‘Fierce competition not necessarily good for EV investors’ - Barkhordar 14:39

5M ago14:39

14:39

‘The rising competition in the EV space is not necessarily good for investors in this space,’ says Abbas Barkhordar, Co-manager of the Schroder Asia Pacific Fund ‘because margins will be squeezed and this is likely to lead to a fall in profits’. Barkhordar also discusses AI and China investment themes with IG’s @AngelineOng. Any opinion, news, rese…

1
Why investors need to get used to normalising interest rates 9:27

5M ago9:27

9:27

Recent strong jobs, manufacturing and consumption data from the US have meant that hopes of a first Fed rate cut in June are fading fast. Wind Shift Capital’s CEO and Shard strategist Bill Blain explains why this is a new era of normalising interest rates and how investors should be positioned for this new cycle. Any opinion, news, research, analys…

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Week ahead: FOMC minutes; ECB; RBNZ; BoC; US banks bonanza 6:43

5M ago6:43

6:43

Interest rate decisions from the eurozone, Australia, and Canada, plus FOMC minutes could make it interesting for FX traders in the coming week. Plus, Tesco, Delta along with Citi, JPMorgan Chase and Wells Fargo kick off the earnings season. Watch out for a written US banks earnings preview from IG’s Shaun Murison on IG.com.…

1
Defence stocks with NATO at 75 years old 11:02

5M ago11:02

11:02

Investing in the globally critical area of defence has never been so interesting. With the rise of technology as a driving force in security, the HANetf Future of Defence UCITS ETF is up 46% since the lows in October 2023. IGTV caught up with Tom Bailey, head of research at HANetf to discuss how the fund has developed as technology has become a mor…

1
Week ahead: Second quarter starts with US jobs data dominating 5:24

5M ago5:24

5:24

In what is a relatively quiet week, with the UK markets out on Monday and some not yet back from a 3-day weekend with Easter celebrations continuing, US jobs data will dominate. On Tuesday it kicks off with JOLTs – job openings, then Wednesday the private payrolls with ADP job creations and on Friday the Labor Department’s non-farm payrolls. All th…

1
$5,500 is our 2024 year-end call for the S&P 500 - Stoltzfus 5:17

5M ago5:17

5:17

‘We are ramping up our year-end target price for the S&P 500 to $5,500 from $5,200’ says John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management tells IG’s @AngelineOng. Stoltzfus also explains why much of this is linked to a shift in investor mindset and perception of the US economy. Any opinion, news, research, analysis, or othe…

1
EP 149: Updates on Prescription Drug Importation in the US 17:36

5M ago17:36

17:36

In this episode, Suzanne Spradley and Chase Cannon discuss the US importation policies and rules aimed at lowering domestic prescription drug costs. Suzanne walks through the legalities of drug importation generally and then outlines the specific programs by which states can develop importation plans. Chase and Suzanne discuss several state importa…

1
Week ahead: BOJ minutes; GDP growth rates; inflation; consumer confidence; Kingfisher; H&M 4:32

5M ago4:32

4:32

The minutes of the latest Bank of Japan meeting comes a week after the Fed signalled the economy was moving in the right direction for it to start cutting rates. Look out for the latest GDP growth rate print from the UK and Germany. France and the US release consumer confidence figures. Plus, Kingfisher and retailer H&M hand in their corporate repo…

1
‘Copper likely to stay above $9,000‘ – Meyer 12:50

5M ago12:50

12:50

‘I would be disappointed if copper prices fell below support levels of around $8,860.’, said analyst and partner at SP Angel, John Meyer, ‘In fact, due to the current mood music out of China, I expect copper to stay above $9,000 per metric ton in the coming week’. Meyer also speaks to IG’s @AngelineOng about his outlook for gold and iron ore. Any o…

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Week ahead: BoJ, RBA, Fed and BoE rate decisions 7:26

6M ago7:26

7:26

Big week for rate decisions across four central banks; the Reserve Bank of Australia (RBA), Bank of Japan (BoJ), Federal Reserve (Fed) and Bank of England (BoE). Only the BoJ could move with markets expecting at least some loosening of its long held yield curve control, of course the Japanese central bank go for a rise in its 0% rate policy, that c…

1
‘Nvidia is like Ford in the automotive revolution’ - Stoltzfus 7:56

6M ago7:56

7:56

‘Nvidia is very much like Ford in the automotive revolution,’ John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management tells IG’s @AngelineOng, ‘and the chip giant’s growth is likely to continue as it changes the playing field for almost every industry.’ Any opinion, news, research, analysis, or other information does not constit…

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EP 148: IRS Reminders: Employer Reporting Deadlines, Annual Numbers and an Alert on Wellness Vendors 21:50

6M ago21:50

21:50

In this episode, Chase Cannon and Suzanne Spradley remind employers about important ACA employer mandate reporting deadlines with the IRS, including a change in electronic reporting in 2024 for smaller employers. Chase also outlines some updated numbers relating to the federal poverty line (FPL), ACA affordability calculations and ACA penalty amoun…

1
Week ahead: US CPI & retail sales and UK monthly GDP 3:50

6M ago3:50

3:50

With the dollar now having seen three weeks of losses, will the US data out next week continue to push the greenback down? Outside of this the government in the UK is desperately seeking evidence that the recession in Q3 and Q4 of last year is over, will the GDP data on Wednesday prove this? GBPUSD is now at high levels not seen since December 2023…

1
Investment opportunities in defence 7:11

6M ago7:11

7:11

Recent comments from US Republican election hopeful, Donald Trump suggest that not enough is being done in Europe especially, to assist NATO in its defence spending. Owing to the war in Ukraine, demand for weapons in Europe has soared, but there remains potential upside for traditional arms companies as well as new technology businesses in the cybe…

1
Week ahead: ECB rates, UK budget and non-farm payrolls 5:43

6M ago5:43

5:43

There is unlikely to be any move in rates from either the Bank of Canada (BoC) or the European Central Bank (ECB) but the interesting angle will be the commentary. Will both signal their intention to cut rates? Two-thirds of economists polled by Reuters recently suggest that the ECB will begin cutting rates in June. The BoC has its benchmark rate a…

1
Key changes to stocks and shares ISAs in 2024 6:40

6M ago6:40

6:40

With the end of the tax year fast approaching, IG’s Portfolio Manager, Martin Harris, sat down with IGTV’s Angeline Ong to run through the three key changes to ISA’s for 2024 and which IG products are available.By IG Group

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Week ahead: Kiwi rate decision and China PMI data 6:49

6M ago6:49

6:49

The most volatile event of the week ahead is likely to be the New Zealand rate decision on Wednesday morning. With the Kiwi dollar at a nine-month low against the Aussie, if the Reserve Bank of New Zealand continues with its hawkish rhetoric, there’s a possibility of a short AUD/NZD winning on the day. The other event will be the Caixin and NBS PMI…

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