This episode was recorded on August 5, 2024.
The intensity of the selloff in markets has taken many investors by surprise, with Japan's Nikkei index tumbling around 18% in the past 5 days. Weaker than expected US labour data also triggered the Sahm rule, a signal of recession, and has spooked US equity markets as well.
This episode is presented by Jen-Ai Chua, Equities Analyst at Julius Baer.
