Introducing - The Market Call a podcast covering financial markets' changing macro landscape - Markets in 2023 & Outlook for 2024

In the Company of Mavericks

English - January 08, 2024 12:34 - 17 minutes - 20.5 MB
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Previous Episode: Tony Brewer of Likewise Group - A life in carpets

Next Episode: The Market Call - What spooked the Fed? Christmas updates, housebuilders, Marks Electrical, Sosander & Bitcoin ETFs

Jeremy McKeown and Gareth Evans discuss the main market trends from last year and the outlook for 2024. They discuss the October pivot on rate expectations, the rise of the Magnificent Seven AI wonder stocks, the outlook for Chinese and UK equities, and will a recovery in China be inflationary or deflationary. Will Trump win the US election, and what are the market implications? What about the UK? Can it be the best-performing market in 2024?

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