Gå offline med appen Player FM !
Has the global markets storm blown over?
Manage episode 433314447 series 3410672
Global markets appear to have stabilised at the end of a week which began with a nasty bout of volatility. But is the selling in equities over or will fears about the US economy and an unwinding carry trade trigger more pain for investors?
Deputy Chief North America Economist Stephen Brown and Jonas Goltermann, Capital Economics’ Deputy Chief Markets Economist, talk to David Wilder about a dramatic few days in global markets and what to expect in the coming weeks and months. In this 23-minute show they address key issues, including:
- Whether fears about a US economic recession are justified;
- If the coming week’s US data releases could trigger more selling;
- Whether volatility will settle back to pre-sell-off levels;
- How much an unwinding carry trade is driving volatility;
- Why we aren’t changing our bullish US equities forecasts.
Referenced in this episode:
112 episoder
Manage episode 433314447 series 3410672
Global markets appear to have stabilised at the end of a week which began with a nasty bout of volatility. But is the selling in equities over or will fears about the US economy and an unwinding carry trade trigger more pain for investors?
Deputy Chief North America Economist Stephen Brown and Jonas Goltermann, Capital Economics’ Deputy Chief Markets Economist, talk to David Wilder about a dramatic few days in global markets and what to expect in the coming weeks and months. In this 23-minute show they address key issues, including:
- Whether fears about a US economic recession are justified;
- If the coming week’s US data releases could trigger more selling;
- Whether volatility will settle back to pre-sell-off levels;
- How much an unwinding carry trade is driving volatility;
- Why we aren’t changing our bullish US equities forecasts.
Referenced in this episode:
112 episoder
Alle episoder
×Velkommen til Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.