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Listen "London Calling: The Case for a Post-Election Re-Rating in U.K. Assets"
Episode Synopsis
Markets take a sharp turn | June activity data surprised to the upside, but Q2 GDP unlikely to impress | Emerging investment opportunities across the pond as the U.K. enters a period of stability
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In This Episode
The Week in Review (0:40) — The market shifts its focus from growth to value — but don’t call it the “Trump Trade”
The Week Ahead (7:05) — Flash PMIs and U.S. Q2 GDP
The Spotlight (9:00) — A bullish view on (most) U.K. assets following a historic election
Canada Corner (16:52) — Bank of Canada prepares a second cut
Visit our sponsor Kalshi today and get $20 in credit to
start trading: https://kalshi.onelink.me/1r91/rosenberg
For a 30-day free trial of our research, click here: https://web.rosenbergresearch.com/RosenbergRoundupTrial
Send us your questions and requests at: [email protected]
In This Episode
The Week in Review (0:40) — The market shifts its focus from growth to value — but don’t call it the “Trump Trade”
The Week Ahead (7:05) — Flash PMIs and U.S. Q2 GDP
The Spotlight (9:00) — A bullish view on (most) U.K. assets following a historic election
Canada Corner (16:52) — Bank of Canada prepares a second cut
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