Relief Rally: Navigating U.S. and UK Economic Expectations
With the US Elections almost at a close and the UK’s Autumn budget still in the rear view mirrors, Ernst Knacke plays host to our US Resident and Investment Associate, Stewart Abrahart, as well as our In-House US Equity Specialist, Julian Wheeler.
In this episode, the team discuss:
🍁 The UK Autumn Budget
🗳️ The recent U.S. election outcome and its implications for the financial markets
🤔 The immediate reactions in the U.S. stock markets
🏆 The winners and losers
🌎 The potential effects on emerging markets, particularly Mexico
Listen in on the conversation below 👇🏼
Recorded on the 6th of November 2024
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