16/09/24: Market volatility, global rate cuts & Japan’s economic outlook
In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss market volatility, global rate cuts & Japan’s economic outlook. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be […]
09/09/24: Market cyclicality, US job data & Europe’s outlook
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss market cyclicality, US job data & Europe’s outlook. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject […]
02/09/24: Nvidia’s earnings, market volatility & inflation data
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss Nvidia’s earnings, market volatility and inflation data. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to […]
26/08/24: US economic signals, Jackson Hole Symposium & rate cut speculation
In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss US economic signals, Jackson Hole Symposium and rate cut speculation. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may […]
19/08/24: Market resilience, moderating inflation & profit margins
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss market resilience, moderating inflation & profit margins. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to […]
12/08/24: Japan’s market turbulence, US economic data & upcoming data points
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss Japan’s market turbulence, US economic data & upcoming data points. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may […]
05/08/24: UK interest rate cut, US volatility & Japan’s yen rally
In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald & Sarah Todino discuss UK interest rate cut, US volatility & Japan’s yen rally. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may […]
29/07/24: US election, company earnings & consumer spending
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss the ECB’s interest rate cut, NVIDIA’s rise and the week ahead. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and […]
22/07/24: Technology outages, retail data & the Taylor Swift effect
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & the outlook for Japan. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may […]
15/07/24: UK growth, French elections & US inflation
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss the ECB’s interest rate cut, NVIDIA’s rise and the week ahead. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and […]