Looking at a stacked week

12/12/2023 4 min Episodio 21
Looking at a stacked week

Listen "Looking at a stacked week"

Episode Synopsis

Summary:This will be a busy week in the market as investors lookto digest key data readings on key measures. BlueBay Institutional Portfolio Manager Stephen Fitzsimmons outlines thesignificance of the news and our expectations.Key points:·        Upcoming data releases will provide furtherclarity to investors.·        We’ll see information on small businessoptimism, retail sales, industrial production. News on inflation and the Fed rate decision will be particularlyinsightful.·        Wethink that the market’s enthusiasm for rate cuts next year is over-blown,leaving room for disappointment.