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HSBC Holdings announced a plan to privatise its Hang Seng Bank subsidiary on October 9, 2025. Analysts say the HSBC Holdings plan marks a key step in the UK lender’s strategic overhaul.
The unexpected move draws the curtains on 50 years of Hang Seng’s publicly traded status, amid worsening real estate loans in Hong Kong.
Recorded September 12, 2025, this condensed version of Ted Oakley’s full Kitco interview with Jeremy Szafron bridges the gap between market euphoria and underlying stress.
Ted argues that fundamentals still matter, “a dollar is still a dollar," and outlines why smart money is positioning in energy, gold, and cash as distortions, leverage, and passive flows overtake valuations.
Oakley explains how passive, algorithm-driven markets mask real fragility, and why investors must pick and choose what they own instead of blindly chasing indices.
Since this interview, gold has surged above $4,000/oz for the first time, confirming his forecast’s urgency.
The Fed also delivered its first rate cut of 2025, and some energy stocks are showing renewed strength amid inflation and geopolitical risk.
Almost everyone is talking as though we might be in a bubble. Regardless of how AI investment ultimately pan out, there is an incredible amount of retail speculative mania in the air. So how does this environment compare to past periods of exuberance?
On this episode we speak with Andrew Ross Sorkin, the editor of Dealbook, the co-host of CNBC's Squawk Box, and the author of the new book 1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation.
Sorkin, who previously wrote Too Big to Fail (chronicling the Great Financial Crisis of 2008), goes into the archives to discover just how in thrall the American public was to the market on the eve of the great crash. We discuss lessons from the time, similarities, and differences.
Q4 is off to a flying start with record highs being printed left, right, and center.
US
and Japanese stocks made fresh new highs, while the gold price powered
through $4,000 for the first time, and Bitcoin crossed the $126k level.
Is this all a case of USD weakness, irrational exuberance, or solid fundamentals?
This week, we are reviewing Q3 market performance, Q2 earnings season, and the outlook heading into the end of 2025…
Would you prefer to listen to these insights? You can find the audio version on ourSpotify,Apple Podcastsor our YouTube! (Released each Monday by 5pm AEST).
CNBC's Steve Sedgwick, Karen Tso and Julianna Tatelbaum co-anchor Squawk Box Europe live from London. The trio dive into the biggest stories shaping both public markets and traditional asset classes. Please note this livestream is only available in Europe and India.