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Market divergence sees Dow surge to record high amid tech sell-off

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Manage episode 436426191 series 3360361
Kandungan disediakan oleh Adventurous Media and Julius Baer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adventurous Media and Julius Baer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

US equity benchmarks struggled in trading yesterday with the S&P 500 and Nasdaq indices posting losses amid a rotation out of big tech and into small caps. However, the Dow Jones Industrial Average and the S&P 500 Equal Weight indices both hit record highs after US Fed Chair Powell’s dovish comments on Friday. David Kohl, Chief Economist, shares his key takeaways from last week’s Jackson Hole summit and outlines his thoughts on the future paths of Fed and ECB policy.

00:00 Introduction by Helen Freer (Investment Writing)

00:41 Markets wrap-up by Jonti Warris (Investment Writing)

07:03 Jackson Hole/Fed outlook: David Kohl (Chief Economist)

13:19 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

596 episod

Artwork
iconKongsi
 
Manage episode 436426191 series 3360361
Kandungan disediakan oleh Adventurous Media and Julius Baer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adventurous Media and Julius Baer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

US equity benchmarks struggled in trading yesterday with the S&P 500 and Nasdaq indices posting losses amid a rotation out of big tech and into small caps. However, the Dow Jones Industrial Average and the S&P 500 Equal Weight indices both hit record highs after US Fed Chair Powell’s dovish comments on Friday. David Kohl, Chief Economist, shares his key takeaways from last week’s Jackson Hole summit and outlines his thoughts on the future paths of Fed and ECB policy.

00:00 Introduction by Helen Freer (Investment Writing)

00:41 Markets wrap-up by Jonti Warris (Investment Writing)

07:03 Jackson Hole/Fed outlook: David Kohl (Chief Economist)

13:19 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

596 episod

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