Market Flash - ENG
από Kairos Partners SGR
Τελευταίο επεισόδιο
Market Flash of Novembre 3, 2026
Market Flash of Novembre 3, 2026
Σχετικά με αυτό το podcast
The podcast for those who want to stay informed about financial markets, presented by Alberto Tocchio, Head of Global Equity and Thematics at Kairos Partners SGR.
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Τα νεότερα 20 από 41 επεισόδια
- Market Flash of Novembre 3, 2026 · 15 λεπ.As the rotation away from tech mega-caps gains momentum with historic outperformance in broader equities, markets navigate US midterm elections, mounting refined fuel stresses…
- Market Flash of October 20, 2026 · 17 λεπ.Following a period of extreme concentration, markets are beginning to reveal early signs of broadening participation; meanwhile, the rising real cost of capital puts AI capex…
- Market Flash of October 6, 2026 · 20 λεπ.While headline equity indices hover near record highs powered by AI leaders, beneath the surface the broader market has already priced in rising real rates and fiscal headwinds…
- Market Flash of September 22, 2026 · 12 λεπ.Beneath a superficial calm, markets are navigating violent rotations fueled by a fresh energy shock in refined products, central bank tightening, and the evolution of AI toward…
- Market Flash of September 8, 2026 · 14 λεπ.Equity markets weather the summer on record earnings, but attention shifts to AI’s return on capital, bond yields, and mounting logistical tensions in the energy sector ahead of…
- Market Flash of July 21, 2026 · 13 λεπ.In this episode: • Correlations have collapsed and leadership is broadening: the S&P 500 held up despite a sharp semiconductor correction, a sign that the market is starting to…
- Market Flash of July 7, 2026 · 14 λεπ.MARKET FLASH — JULY 7, 2026 Markets are entering a new phase of the AI race: after the infrastructure investment boom, investors are starting to ask who will actually be able to…
- Market Flash of June 23, 2026 · 12 λεπ.Global equity markets continue to navigate turbulent waters, as artificial intelligence reshapes economic fundamentals while new macro pressures force central banks and investors…
- Market Flash of June 9, 2026 · 13 λεπ.The rally over the past two months has been extraordinary but beneath the surface, imbalances are emerging that are worth understanding. In this episode: The rally hides a…
- Market Flash of May 16, 2026 · 12 λεπ.In this episode: • S&P 500, Nasdaq and Semiconductors have staged an extraordinary rally from their March lows (+17%, +27% and +65%), fueled by record systematic fund flows…
- Market Flash of April 28, 2026 · 12 λεπ.EMAIL SUBJECT: Market Flash – April 28, 2026 — New US highs, but beneath the surface the system is fragile MARKET FLASH – APRIL 28, 2026 In this episode: • The S&P 500 and…
- Market Flash of April 14, 2026 · 13 λεπ.In this episode: • The S&P 500 and Nasdaq posted seven consecutive up days while Europe recorded its strongest single-day rally since March 2022. The rebound has been rapid…
- Market Flash of March 31, 2026 · 10 λεπ.In this episode: • The past two weeks have marked a sharp acceleration: what was once a choppy sea has turned into a full-blown storm. March is closing with one of the worst…
- Market Flash of March 17, 2026 · 12 λεπ.In this episode:Recent weeks have confirmed an increasingly complex market environment. Despite some signs of apparent geopolitical easing, macro markets continue to signal…
- Market Flash of March 3, 2026 · 11 λεπ.In this episode: The apparent stability of the S&P 500 is masking a far more complex reality. Since the start of the year, the index has been trapped in a relatively narrow…
- Market Flash of February 17, 2026 · 12 λεπ.In this episode: Six weeks into the year, markets have already gone through an extremely intense phase, marked by rapid rotations, frequent leadership changes, and strong…
- Market Flash of January 27, 2026 · 11 λεπ.In this episode: After one of the strongest starts to the year on record, markets are showing the first signs of a pause, without undermining the underlying message: 2026 is…
- Market Flash of January 13, 2026 · 10 λεπ.In this episode: • The year opens with a strong start for markets after a challenging December: the historically positive signal from the first days of the S&P 500 reinforces…
- Market Flash of December 16, 2025 · 14 λεπ.In this episode: • We are approaching the end of an extraordinary year, while looking ahead to a 2026 that is likely to be more volatile but potentially richer in opportunities…
- Market Flash of November 25, 2025 · 11 λεπ.In this episode: After weeks of warning signals, a sharp correction has arrived, concentrated in the most crowded trades: • The Momentum factor is down 25% from its highs and…
