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US Equity Fund Flows Signal Euphoria Amid Bubble Concerns
Recent discussions on whether the US is in a bubble have sparked varied opinions, with one veteran asset manager expressing skepticism about predicting bubble bursts. While some sentiment indicators, like flows into US equity funds, appear euphoric, the timing of any potential downturn remains uncertain.
impact of new tariffs on prices and inflation in north america
President-elect Donald Trump has announced new tariffs on Mexico and Canada, alongside previously promised tariffs on China. The discussion centers on the potential impact of these tariffs on domestic prices and whether they will lead to significant inflation. Guest host Josh Oliver engages with economics commentator Chris Giles to explore these economic implications.
banks year ahead reports insights on corporate spreads and market trends
Banks are releasing their year-ahead reports, prompting a discussion on narrow corporate spreads, the AI bubble, and potential job market outcomes amid geopolitical tensions. The hosts also delve into market trends, including long hair products and Josh Kushner's diversification strategy.
anger and economics how political fury shapes policy and leadership
Anger is reshaping political landscapes globally, leading to the rise of leaders with radical proposals. At the Kilkenomics Festival in Kilkenny, Ireland, a discussion featuring political theorist Leah Downey and money manager Eric Lonergan explores whether this anger can positively influence economic outcomes.
markets remain calm amid us election day uncertainty
On election day, while anxiety runs high, major commodity prices and indices show surprising stability. This calmness prompts an exploration into the markets' reactions to the US election, alongside a focus on nuclear power and environmental themes.
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