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
- Shift in Focus: From Inflation to the US Labour Market
- Upcoming Events: Jackson Hole and Nvidia (NASDAQ:NVDA) Earnings
- Cautious Approach: De-risking in Volatile Times
PODCAST: Is A US Recession Coming & Have Stocks Peaked