In this BFM Market Watch episode, Tony Nash discusses the current state of the US equity markets, noting that valuations are stretched and earnings growth is expected to be below 5% on average year on year. He also highlights the potential for a cost-cutting cycle for companies and the impact of AI-related stocks in the tech sector.
In this segment, they discuss the recent performance of global markets, particularly focusing on the US stock market and trends impacting the outlook for the global insurance industry. They also feature an interview with Tony Nash, CEO of Complete Intelligence, who shares insights on the sustainability of the rally in equities, earnings in different sectors, the US economy, energy prices, and gold prices. Additionally, they cover the earnings report of Disney and Arm Holdings.
Explore China’s property market’s effects on the economy and global markets. Listen to Tony Nash as he discusses government actions, real estate issues, and economic trends. Join us in this episode of Peter Lewis’ Money Talk.
Discover the current state of world markets as US earnings disappoint and American spending faces the impact of ongoing inflation, higher mortgage rates, and escalating gas prices. Join the team of BFM 89.9 for insights from Tony Nash, CEO of Complete Intelligence, as he provides a comprehensive outlook on global markets, with a focus on the US and China’s economies.
Explore the Fed’s rate hike impact on inflation and the global economy with Tony Nash on ‘Peter Lewis’ Money Talk.’ Uncover the Fed’s hawkish stance, challenges in a rising rate environment, and China’s role in exporting deflation. Stay informed on market dynamics and economic trends in this podcast.
Get valuable insights on global markets, rate hikes, and the US economy in this podcast episode. Explore the Federal Open Market Committee (FOMC) minutes, labor market trends, and productivity challenges. Discover investor strategies in high markets and stay updated on the oil market, including predictions for crude prices. Understand the concerns and trends in the Chinese economy, export restrictions, and trade issues. With detailed economic analysis and market forecasts, this podcast provides essential financial insights to help you navigate the ever-changing global landscape.
Get expert insights on market dynamics, housing impact on inflation, and the rise of India as a counterweight to China’s supply chain dominance in this informative podcast episode from BFM 89.9.
Insights from global experts, including Tony Nash, CEO of Complete Intelligence, on central banks, inflation, and economic challenges in Peter Lewis’ Money Talk.