Episodes

  • Market Shifts: Bonds, Insurance, and Retail Trends
    Jan 12 2025
    In this episode of 'Atomatic,' we delve into the recent bond selloff and its implications for long-term investments. We also explore the challenges homeowners face with non-admitted insurance policies and the California FAIR Plan amid climate change. Lastly, we discuss South Korea's retail decline and the government's role in economic recovery. Tune in for expert insights and analysis. Don't forget to share this episode with your network!
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    11 mins
  • Market Turmoil and Fiscal Strategies
    Jan 11 2025
    In this episode, we delve into the Dow Jones' worst start to the year since 2016, exploring the impact of strong economic data and the Federal Reserve's potential delay in rate cuts. We also discuss Rachel Reeves' visit to China, where she stresses the importance of 'non-negotiable' fiscal rules amidst rising gilt yields and economic stability concerns. Tune in for insights on these pressing economic issues and their broader implications. Don't forget to share this episode with your network!
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    9 mins
  • Nvidia's Critique and Asian Market Woes
    Jan 10 2025
    In this episode, we delve into Nvidia's criticism of the Biden administration's proposed chip export restrictions and their potential impact on the US economy and global tech markets. We also explore the recent decline in Asian stock markets, driven by concerns over interest rate cuts and tariff policies. Tune in for an insightful discussion and don't forget to share this episode with your network!
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    9 mins
  • Market Turmoil, Bond Yields, and Shein's IPO
    Jan 9 2025
    In this episode, we delve into the recent downturn in Asian markets amidst inflation concerns, explore Paul Krugman's 'insanity premium' theory on rising bond yields, and discuss Shein's ambitious plans for a London IPO. Tune in for insights on these pressing financial topics and share this episode with your network!
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    11 mins
  • Market Shifts and Strategic Moves
    Jan 8 2025
    In this episode, we delve into the recent downturn in Asian markets influenced by Wall Street's slump and rising bond yields. We also explore China's strategic increase in gold reserves amidst economic uncertainties. Lastly, we discuss Flutter Entertainment's profit warning following unexpected NFL outcomes. Tune in for insights and analysis, and don't forget to share this episode with your network!
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    11 mins
  • Market Gains and Strategic Shifts
    Jan 7 2025
    In this episode of 'Atomatic,' we explore the rise in Asian markets led by tech stocks, delve into the positive outlook for American Airlines, and discuss China's efforts to create a unified national market. Tune in to understand the factors driving these changes and their potential impact on the global economy. Don't forget to share this episode with your network!
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    13 mins
  • Market Trends and Gold Predictions
    Jan 6 2025
    In this episode, we delve into the mixed performance of Asian stock markets following Wall Street's recent rally, highlighting gains in Australia, Taiwan, and South Korea, and a decline in Tokyo's Nikkei 225. We also explore Goldman Sachs' revised gold price forecast, now predicting $3,000 by mid-2026 due to fewer anticipated US rate cuts and balanced demand. Tune in for insights and analysis, and don't forget to share this episode with your network!
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    9 mins
  • Solar Savings, Microsoft Moves, and Major Investments
    Jan 5 2025
    Discover how government incentives are driving rooftop solar adoption, explore Microsoft's promising stock prospects fueled by AI, and delve into Mirae Asset Management's strategic stake in Essex Solutions. Tune in for insights on energy savings, investment opportunities, and market growth. Don't forget to share this episode with friends and colleagues!
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    10 mins