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375: Interest rate expectations, US data revision and AI earnings – Market Talk
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Manage episode 498716869 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data, and bumper earnings from the US tech giants.
This podcast was recorded on 6 August 2025 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 5 August 2025 unless otherwise stated.
For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future.
371 episodes
MP3•Episode home
Manage episode 498716869 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on the steepening of the yield curve, the collision of politics and economic data, and bumper earnings from the US tech giants.
This podcast was recorded on 6 August 2025 and is hosted by Harry Brooks.
All data is sourced from LSEG as at 5 August 2025 unless otherwise stated.
For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future.
371 episodes
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