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.
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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)
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