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The 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 the outlook from here.
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OTROS EPISODIOS EN ESTE PODCAST
It’s a big week for central banks, with the Federal Reserve, Bank of England and Bank of Japan all meeting. Karen and Hugh expect policymakers to talk tough as they seek to reassure markets that rising oil prices will not lead to another inflationary spiral. They will also discuss the latest learni…
This 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 ministers and treasury secretaries who are grappling with higher …
Following 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 offering the best value. The pair also discussed last week’s US ea…
In 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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