Global Markets with John Blank podcast

Want to Find an Overlooked Stock?

26.9.2024

Global Markets with John Blank

0:00

8:32

Look into the conglomerates sector, to find one.

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Want to Find an Overlooked Stock?
26.9.2024
8:32
Look into the conglomerates sector, to find one.
Here is the Year-End FOMC Outlook
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After the FOMC cut 50 bps, here is what to expect.
What Role Will Macro Data Play, Before the U.S. Election?
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In other words, can U.S. macro data trump any U.S election uncertainty?
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Less uncertainty is usually a benefit.
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Or is the event of a SEP rate cut 'all priced in'?
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Can this “AI” Cap-ex boom keep driving ahead?
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Likely, it takes several months of macro data to answer that question.
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This is perhaps the biggest worry, now.

Weitere Episoden

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