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An Equity Roundtable chatting about Third Quarter Market Events - PART TWO
Season 2 · Episode 25

An Equity Roundtable chatting about Third Quarter Market Events - PART TWO

The second part of the discussion dives deep into the health of the U.S. Economy while casting a glance outward at other regions globally. The roundtable also discusses the effects of inflation and the potentially adverse effects of social media.

TDAM Talks · Damian Fernandes, Ben Gossack, Jose Alancherry

October 2, 202416m 46s

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Show Notes

Equity markets experienced a period of relative calm with a strong bull run that lasted approximately 18 months. With different themes and market-driving factors, our portfolio managers have plenty of interesting topics to discuss. Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Damian Fernandes, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q3 roundtable chat on equity markets.

In this second part of the chat, our portfolio managers discuss the health of the U.S. economy, corporate earnings, and the market-moving potential of social media.

  • What's the takeaway from corporate earnings reports? (1:04)
  • How is the health of the U.S. economy? (5:55)
  • Is the battle against inflation over? (8:38)
  • Is social media driving market movements? (11:35)
  • What is your reading on other major regions of the world? (13:50)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast 

 

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Topics

economybondssocial mediainflationstockscorporate earnings