Go offline with the Player FM app!
Solid earnings, growth upgrade, and a sell-off
Manage episode 497382632 series 3360361
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.
801 episodes
Manage episode 497382632 series 3360361
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.
801 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.