

Equities Rebound on US Jobs Data Spark
Aug 9, 2024
Cheryl Smith, an economist and portfolio manager at Trillium, Mary Nicola, a Bloomberg M-LIV strategist based in Singapore, and Eva Lee, head of Greater China Equities at UBS, dive into the financial turbulence impacting global markets. They discuss the implications of US jobs data on investor sentiment and the challenges facing China's economy, including inflation and weak demand. The trio also explores strategies for navigating current market conditions, particularly in the tech sector amid an uncertain earnings season.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Market Instability and Economic Concerns
01:58 • 7min
Market Insights and Investment Strategies Amid Economic Fluctuations
08:59 • 2min
China's Economic Challenges and Investor Sentiment
10:31 • 11min
Earnings Season Outlook: Tech Companies and Growth Expectations
21:21 • 2min
Equities and Economic Insights Following US Jobs Data
22:59 • 2min