7 Minutes on Markets

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Podcast by 7IM

7 Minutes on Markets

7 Minutes on Markets looks at the latest market events and movements across the globe.

Latest episodes

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08 December 2025

Market pause: Analysing the December doldrums

This episode of '7 Minutes on Markets' discussed the recent quiet period in financial markets, attributing the lull to factors such as post-Thanksgiving slowdowns and a lack of significant data releases. Hosts Sam and Ben noted the market's broad sideways movement amid holiday shutdowns and explored the anticipation surrounding upcoming central bank meetings. The episode concluded with a look ahead, highlighting interest in companies like Oracle and Lululemon.

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07:33

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01 December 2025

Calm Before the Festive Storm: Bond Markets Steady After UK Budget

In this podcast episode, Ben and Ahmer analyse the recent UK Budget and its surprisingly muted impact on bond markets. Despite a history of volatility, the bond market remained stable, reflecting effective risk management. Equity markets mirrored this calm, remaining flat, with the tech sector experiencing mixed results. Looking ahead to December, key central bank meetings could bring interest rate cuts, particularly from the Bank of England. As 2026 approaches, experts predict economic steadiness, potentially resulting in a favourable year, barring any unforeseen negative events.

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08:05

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24 November 2025

Thanksgiving Insights: US Consumer Power Under the Lens

In this episode of 'Seven Minutes on Markets,' hosts Ben Kumar and Sam Hannon discuss the financial results of Nvidia, a key player in the AI industry. Despite strong earnings, market uncertainty persists about the sustainability of the AI boom. Meanwhile, Black Friday approaches, serving as a critical indicator of consumer health, particularly in the US, where delayed government data due to past shutdowns is only now feeding into news. The conversation shifts to the potential effects of the UK Budget and the significance of Black Friday as a quick source of retail insights, in light of broader economic challenges.

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07:47

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17 November 2025

Market Jitters and Economic Shifts

In this episode, Ben and Shanti discuss the recent end of the US government shutdown and its implications on the markets. They explore how data uncertainties have led to market jitters, with the Federal Reserve signalling possible hesitation on policy changes. The uncertainty around upcoming economic data has paused investor activity, causing a dip in tech stocks. The upcoming Nvidia earnings report is a key focus, anticipated to confirm high demand. In the UK, retail sales trends and speculative budget changes are being watched closely, with concerns over the impact of potential small taxes affecting economic behaviour.

00:00

08:12

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10 November 2025

AI Bubble: Bursting or Balancing?

In this podcast episode, Ben Kumar and Sam Hannon delve into the current market dynamics amidst AI investments and a prolonged US government shutdown. They discuss investors' concerns over the viability of hefty AI spending by tech giants like Google and Meta, which have started to borrow through corporate bonds.

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07:50

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03 November 2025

Fed's Reluctant Rate Cuts: Navigating Economic Uncertainty

The podcast episode unpacks recent announcements from the Federal Reserve, focusing on their cautious approach to reducing interest rates amidst tariffs and inflation concerns. The conversation further explores how these economic conditions affect consumer spending and corporate strategies, with particular attention to the tech sector's strong performance in AI and digital transformation.

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09:29