Earnings season, US growth momentum and inflation divergence

Talking Capital
24/10/2024 31 min Episodio 41
Earnings season, US growth momentum and inflation divergence

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Episode Synopsis

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?

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