• The Trading Floor: Market Peaks & Recession Fears

  • Aug 22 2024
  • Duração: 35 minutos
  • Podcast

The Trading Floor: Market Peaks & Recession Fears

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  • Sumário

  • Is a US recession pending? Have stocks already peaked this year? Has the focus shifted from inflation to the labour market?


    In this episode, I speak to co-founder Piers Curran to unpack his view on the major themes in global markets.


    Essential listening for any investor or student getting prepared for the upcoming application season.


    ****


    Introduction and Setting the Stage (1:44)


    Shift in Focus: From Inflation to the US Labour Market (5:51)


    Bullish Sentiment: Goldman's view on US equities (14:21)


    Upcoming Events: Jackson Hole and Nvidia Earnings (23:56)


    Cautious Approach: De-risking in Volatile Times (28:27)


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