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Solid earnings, growth upgrade, and a sell-off

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Manage episode 497382632 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer 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.

European equities rebounded yesterday, driven by largely positive earnings, as the IMF upgraded its global growth forecast for this year and next, citing reduced US trade war impact and a weaker US dollar. Meanwhile, Novo Nordisk makes headlines with a 30% share dive on revised sales and profit guidance, and US equities lose steam ahead of today’s Fed meeting. For more on the earnings season so far and ahead of the four mega-cap tech stocks that are scheduled for this week, we have Mathieu Racheter, Head of Equity Strategy, on the show.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:24) - Markets wrap-up: Jan Bopp, Investment Writing
  • (05:55) - Q2 Earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (11:32) - Closing remarks: Bernadette Anderko, 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.
  continue reading

801 episodes

Artwork
iconShare
 
Manage episode 497382632 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer 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.

European equities rebounded yesterday, driven by largely positive earnings, as the IMF upgraded its global growth forecast for this year and next, citing reduced US trade war impact and a weaker US dollar. Meanwhile, Novo Nordisk makes headlines with a 30% share dive on revised sales and profit guidance, and US equities lose steam ahead of today’s Fed meeting. For more on the earnings season so far and ahead of the four mega-cap tech stocks that are scheduled for this week, we have Mathieu Racheter, Head of Equity Strategy, on the show.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:24) - Markets wrap-up: Jan Bopp, Investment Writing
  • (05:55) - Q2 Earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (11:32) - Closing remarks: Bernadette Anderko, 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.
  continue reading

801 episodes

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