• The Trading Floor: 50 bps Fed Cut Now 'Off the Table'

  • Sep 12 2024
  • Duração: 42 minutos
  • Podcast

The Trading Floor: 50 bps Fed Cut Now 'Off the Table'

  • Sumário

  • In this episode, I’m joined by co-founder Piers Curran to dive into three major talking points in global markets this week.


    Here’s what we cover:


    • The odds of a 50 bps rate cut from the Fed have dramatically reduced following the latest US CPI report.


    • Trump trades lose steam as Harris wins their first encounter.


    • Goldman Sachs prepares to post a $400 million hit to Q3 results as it unwinds its consumer business.


    This is the perfect episode to help you unpack the news that matters in a clear and easy-to-understand way, essential listening for any student preparing for the application process!


    02:09 Market Overview and Key Topics

    03:14 US CPI Report Analysis

    11:22 Market Reactions and Stock Movements

    16:03 Commodities and Inflation Outlook

    19:58 Market Participants and Career Insights

    22:09 Value investors and rate expectations

    24:30 Trump vs Harris

    26:54 Swiftomonics

    29:10 Market implications of the US election

    33:28 Goldman Sachs the bearer of bad news

    39:30 M&A offsets trading at GS


    Hosted on Acast. See acast.com/privacy for more information.

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