Episode 41
Earnings season, US growth momentum and inflation divergence
Talking Capital · Capital Generation Partners
October 24, 202431m 50s
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Show Notes
In this episode, Ian and Robert discuss:
- Earnings season: what have we learnt so far and what effect will AI have on big tech?
- US growth: is momentum shifting towards positioning for a period of stronger growth?
- Inflation: what impact would a potential divergence in policy have on markets?