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Archinomics weekly update: Monday 21 October 2019

7 months ago

In this week's podcast...

Despite a lack of resolution on the latest Brexit deal, the markets are reflecting a reduced risk of a no-deal Brexit. In this week's podcast our expert panel discuss our tactical response, then move on to our view on commodities, in the light of weaker data from China.

Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, and Solomon Nevins, CFA Senior Investment Manager. Hosted by Jonathan Arthur, Senior Product Specialist.

Click on the player image below to listen to the podcast on the Soundcloud platform.

Happy listening!

Further listening

Archinomics weekly update: Tuesday 26 May 2020

Article | Investments | 26/05/2020

Equity markets enjoyed a risk on week, despite escalating trade tensions and China’s abandonment of its GDP growth target for 2020. We look forward to further lifting of lockdowns in major US cities.

Archinomics weekly update: Monday 18 May 2020

Equity markets weakened on discouraging rhetoric from the US Federal Reserve, as well as rising US/China tensions. We outline a more stable backdrop for the oil price this week, with possible indications as to the recovery track for the US and China, the world’s two largest economies.

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