In this episode, I’m joined by co-founder Piers Curran to dive into three major talking points in global markets this week.
Here’s what we cover:
The odds of a 50 bps rate cut from the Fed have dramatically reduced following the latest US CPI report.
Trump trades lose steam as Harris wins their first encounter.
Goldman Sachs prepares to post a $400 million hit to Q3 results as it unwinds its consumer business.
This is the perfect episode to help you unpack the news that matters in a clear and easy-to-understand way, essential listening for any student preparing for the application process!
02:09 Market Overview and Key Topics
03:14 US CPI Report Analysis
11:22 Market Reactions and Stock Movements
16:03 Commodities and Inflation Outlook
19:58 Market Participants and Career Insights
22:09 Value investors and rate expectations
24:30 Trump vs Harris
26:54 Swiftomonics
29:10 Market implications of the US election
33:28 Goldman Sachs the bearer of bad news
39:30 M&A offsets trading at GS
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