10 min listen
Are AI-related earnings expectations impossible to meet?
Are AI-related earnings expectations impossible to meet?
ratings:
Length:
16 minutes
Released:
Apr 25, 2024
Format:
Podcast episode
Description
Markets have had a challenging 24 hours, with equities flat in the US but lower in Europe as bonds sold off and disappointing revenue guidance from Meta weighed particularly on the tech sector overnight. Our Head of Economics & Next Generation Research, Norbert Rücker, talks about the energy market amid geopolitical risks, and Nicolas Jordan from the CIO office talks about the impact of endogenous and exogenous risks on markets and how they have adjusted their asset allocation amidst the recent volatility.00:00 Introduction by Helen Freer (Investment Writing)00:30 Markets wrap-up by Jan Bopp (Investment Writing)05:41 Energy market update by Norbert Rücker (Head of Economics & Next Generation Research)09:58 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)14:36 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Released:
Apr 25, 2024
Format:
Podcast episode
Titles in the series (100)
Stocks come under pressure in late trading amid worries on growth perspectives: The rally on stock markets has paused on Apple’s plans to slow hiring. The race for the succession of Boris Johnson as UK prime minister and leader of the conservative party is heating up with Rishi Sunak one of the favourites. Sophie Altermatt from Macro by Moving Markets: Daily News