In this podcast, we will summarise some of the key economic and financial events over the past couple of months and discuss some investment ideas.
· Can the US economy’s healthy pace of growth continue into 2024?
· With inflation waning in most developed countries, can we assume that central banks have almost finished raising their reference interest rates?
· Why is now a good time to buy government bonds in the US, particularly inflation-linked bonds?
· If the Federal Reserve has finished raising interest rates, could the US dollar weaken further over the next few months?
· Was the small consolidation in US and European stocks in August typical seasonal summer weakness?
· What sector in stocks do you favour at present?
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