UBS On-Air: Market Moves CIO Global Livestream: What is driving markets - Elections or earnings?
Jul 23, 2024
Global experts Kiran Ganesh, Tom McLoughlin, Nadia Lovell, & Constantin Bolz discuss US election impact on markets, Harris's role, earnings vs elections, small cap performance, trade relationships, interest rates, and investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 3min
Exploring Potential Policy Differences and an Upcoming US Election Live Stream Event
03:24 • 2min
Market Outlook: Earnings Over Election
05:33 • 17min
Analysis of Recent Small Cap Performance and Earnings Expectations
22:43 • 2min
Analysis of US election impact on markets and trade relationships
24:48 • 4min