The story behind US and German equities

What this episode covers

This week, Kevin Kidney, Head of Asset Allocation and Sebastian Mackay, Investment Director, take a look at some equity markets which have reached all time highs. US and German equities reached new highs this week, but tell slightly different stories. The US growth dominance continues, boosting asset prices and supported by lower inflation and lower interest rates. German equities reflect buoyant global growth, given the more outward facing economy there. The surprise stimulus announcements from China have boosted all stock markets this week, but particularly Europe within the G7 economies. The lower oil prices we are seeing will also boost consumer spending power, given the feed through into petrol pumps.

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Frequently Asked Questions

How long is this episode of True Potential Morning Markets?

This episode is 9 minutes long.

When was this True Potential Morning Markets episode published?

This episode was published on September 27, 2024.

What is this episode about?

This week, Kevin Kidney, Head of Asset Allocation and Sebastian Mackay, Investment Director, take a look at some equity markets which have reached all time highs. US and German equities reached new highs this week, but tell slightly different...

Can I download this True Potential Morning Markets episode?

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