Markets Explained
Recently ranked · United States
Last recorded placements from this show’s chart history. These are not current rankings.
Not on the United States charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
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Ranking history · United States
Latest episodes
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France and tech are feeling the bite of bonds
October 19, 2026 · 15 minThe news flow this week, whether from highly indebted data centre builders or the French riots, is a reminder that higher bond yields will always create stress somewhere.
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Will earnings be a tailwind for stocks again?
October 12, 2026 · 16 minIn this episode, Hugh and Karen dive into the upcoming earnings season and highlight the questions on their minds in the tech space and beyond.
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Jobs soft, oil flows improving but the bond market is still not happy
October 5, 2026 · 17 minThe US labour market could have added fuel to the bond market fire last week, but in fact it still looks broadly stuck in a ‘no hire, no fire’ pattern. With more and more oil leaving the Strait of Hormuz, one might also have expected the…
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Oil up, bond yields up, yet equities up too
September 28, 2026 · 17 minOn this week’s podcast, Hugh and Karen discuss the latest developments in the oil markets, including talk of diesel export curbs. They also highlight why the rise in bond yields has more to do with the resilience of economic growth than…
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The bond market is judge, jury and (sometimes) executioner
September 21, 2026 · 19 minIn this podcast, Hugh and Karen pick up on the latest political headlines from both Germany and the Middle East. They remind us why the economic implications are often far more sanguine than the political headlines would suggest, and why…
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Oil, inflation, and unhappy bond markets
September 14, 2026 · 16 minLots to discuss again this week, with conflict raging on in the Middle East, central banks under pressure to raise rates and bond markets still unsettled.
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Will the Budget walk the walk?
September 7, 2026 · 14 minIn this week's podcast, Karen and Hugh discuss the latest flurry of economic news which suggests the global economy is weathering the barrage of shocks thrown at it. They also share their immediate reaction to the new UK Chancellor of the…
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Why bond yields are rising
September 1, 2026 · 15 minBond markets are off to a bumpy start in September with government borrowing costs rising sharply around the globe. In this week’s podcast, Karen and Hugh break down what is troubling bond investors, how policymakers may respond, and…
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Bond intervention
August 24, 2026 · 15 minThis week, Karen and Hugh discuss recent strong economic data and lingering inflation concerns that are pushing up bond yields. They then delve into what to make of the bond market interventions we’re increasingly seeing from finance…
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A global earnings knockout
August 17, 2026 · 13 minThe market is wrapping up a stellar earnings season with growth broadening by geography and sector. No wonder markets keep hitting all-time highs. Karen and Hugh break down the earnings news and discuss what the macro data suggests about…
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It’s a good time to invest
August 10, 2026 · 17 minIn this week’s episode, Karen and Hugh reflect on the outlook for inflation and the Middle East, what the earnings season tells us about the broadening of opportunities, and why it’s a good time to invest despite the geopolitical turmoil.
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Where is the interest rate outlook mispriced by markets?
August 3, 2026 · 19 minFollowing a busy week for central banks, Hugh was joined by Iain Stealey, International CIO for Global Fixed Income, Currency and Commodities, to dissect the recent rate decisions and look at where global government bond markets are…

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