EPISODE · Jul 5, 2024 · 7 MIN
Is US growth starting to normalise? | The Week in Markets
from True Potential Morning Markets · host True Potential
Chris Leyland, Director of Investment Strategy and Matt Henderson, Portfolio Manager, discuss the PMI survey data from Europe, the UK and US and the broad theme across all regions of manufacturing being weaker than services. We then move over to the US where there are signs of the economy starting to cool and how the data points to a normalisation of labour markets. But how have asset markets in the US have reacted to the labour data?
What this episode covers
Chris Leyland, Director of Investment Strategy and Matt Henderson, Portfolio Manager, discuss the PMI survey data from Europe, the UK and US and the broad theme across all regions of manufacturing being weaker than services. We then move over to the US where there are signs of the economy starting to cool and how the data points to a normalisation of labour markets. But how have asset markets in the US have reacted to the labour data?
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Is US growth starting to normalise? | The Week in Markets
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