Partners Episode: Temperature check? Euro Summer vs. Equity rally year to date episode artwork

EPISODE · Aug 17, 2023 · 1H 8M

Partners Episode: Temperature check? Euro Summer vs. Equity rally year to date

from The Exchange by EW&L Private Wealth

Let us know your thoughts, questions, and who you want to hear from next!Our partners, Craig, Tim, and Ryan regroup after staging their mid-year leave. It’s been another eventful financial year, with Wall Street analysts forced back to their drawing boards. Equity markets have rallied strongly, particularly year to date - despite lower earnings, and challenging economic conditions. Indicators increasingly suggest that inflation has, or is about to peak, with the potential for 1-2 rate increases locally and in the US before settling. What does this mean for markets? We cover the US Credit rating downgrade, China’s slowing growth, opportunities in fixed income, household financial health, SEC vs. Crypto developments, and personal investment interests.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision. 

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Let us know your thoughts, questions, and who you want to hear from next! Our partners, Craig, Tim, and Ryan regroup after staging their mid-year leave. It’s been another eventful financial year, with Wall Street analysts forced back to their drawing boards. Equity markets have rallied strongly, particularly year to date - despite lower earnings, and challenging economic conditions. Indicators increasingly suggest that inflation has, or is about to peak, with the potential for 1-2 rate increa...

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Partners Episode: Temperature check? Euro Summer vs. Equity rally year to date

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