About this episode
The latest purchasing managers' indices for July from Europe and the US point to a slowdown in economic activity in both regions. Investors are now turning their attention to this week's interest rate decisions and any clues as to the future path of interest rates. In addition to economic data, earnings reports and corporate news are also driving equity markets. In the Asia-Pacific region, news that China is planning further stimulus measures has given hope and lifted stock prices in the region. Joining today's show are David Kohl, our Chief Economist, who revisits our currency calls from our Market Outlook campaign, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the current earnings season. 00:14 Introduction by Bernadette Anderko (Investment Writing) 00:32 Markets wrap-up by Lucija Caculovic (Investment Writing) 05:26 Mid-year Market Outlook – currencies by David Kohl (Chief Economist) 15:05 Q2 Earnings season update by Mathieu Racheter (Head of Equity Strategy) 18:18 Closing remarks by Bernadette Anderko (Investment Writing) Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.