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Week ending 06/12/24 - Geopolitical disarray...and Trump hasn't even started yet

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Manage episode 454157294 series 3525017
Content provided by Progressive Equity Research Ltd and Progressive Equity Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Progressive Equity Research Ltd and Progressive Equity Research 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.

This week Jeremy and Gareth talk about the surprise power vacuums in both France and South Korea, with Europe and Asia needing stability and cohesion more than ever, as Trump looms. Jeremy runs through the pros and cons of a Trump presidency for the economy, and the UK still seems a safe (and cheap) place for global investors to park some capital.

Stock news from Progressive clients in the form of Oxford Metrics and SDI Group, both of which are battling troublesome end-markets, but in each case with a degree of medium-term optimism.

Today will have delivered US jobs data, and next week the highlights are US inflation and UK GDP.

  continue reading

149 episodes

Artwork
iconShare
 
Manage episode 454157294 series 3525017
Content provided by Progressive Equity Research Ltd and Progressive Equity Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Progressive Equity Research Ltd and Progressive Equity Research 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.

This week Jeremy and Gareth talk about the surprise power vacuums in both France and South Korea, with Europe and Asia needing stability and cohesion more than ever, as Trump looms. Jeremy runs through the pros and cons of a Trump presidency for the economy, and the UK still seems a safe (and cheap) place for global investors to park some capital.

Stock news from Progressive clients in the form of Oxford Metrics and SDI Group, both of which are battling troublesome end-markets, but in each case with a degree of medium-term optimism.

Today will have delivered US jobs data, and next week the highlights are US inflation and UK GDP.

  continue reading

149 episodes

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