Episode 82: Investors troubled by mixed tech earnings and ECB changing its tune
Update: 2022-02-07
Description
This week, Cameron and Kirsten discuss the in-the-dentists-chair sense of anticipation about likely US rate hikes and the impact of the ECB’s change of tone regarding inflation. They also look at the mixed earnings reports from US technology and automotive majors and the effect those reports had on the universe of sector fund groups. Rounding off the podcast, they look at trends in both emerging markets equity and bond markets and China’s current role as a safe-haven play.
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