Global economic outlook: How we got here; where are we going?
Update: 2024-08-07
Description
What got us to the point we are now? (0:10 ) Will investors go back to the 60-40 rule? (4:30 ) AI applications for investment professionals (6:00 ). Fed moves and how central banks have dominated markets (8:20 ). Global markets and industrial policies; impact on the U.S. (12:00 ). Will AI disrupt labor force? (16:40 ) How will U.S. election outcome affect the markets? Does it matter who wins? (22:55 )
Recorded live on June 18 with Seeking Alpha's VP Quantitative Strategy and Market Data, Steven Cress, in conversation with KPMG U.S.'s Senior Economist, Kenneth Kim; Invesco's Chief Global Market Strategist, Kristina Hooper; and Principal Asset Management CEO, Kamal Bhatia. Originally published with video here.
Read the transcript
Show Notes:
Magnificent 7: how big tech stocks have moved since selloff sparked by recession fears
Jobs data in charts: Unemployment rate rises again
U.S. Recession Fears Prompt Global Market Sell-Off
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Recorded live on June 18 with Seeking Alpha's VP Quantitative Strategy and Market Data, Steven Cress, in conversation with KPMG U.S.'s Senior Economist, Kenneth Kim; Invesco's Chief Global Market Strategist, Kristina Hooper; and Principal Asset Management CEO, Kamal Bhatia. Originally published with video here.
Read the transcript
Show Notes:
Magnificent 7: how big tech stocks have moved since selloff sparked by recession fears
Jobs data in charts: Unemployment rate rises again
U.S. Recession Fears Prompt Global Market Sell-Off
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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