Shona Stephenson Shona Stephenson

SB Talks April 17th 2024

Thank you, Stanford Brown, for sharing their episode of SB Talks with host CEO Vincent O’Neill, who speaks with Chief Investment Officer Nick Ryder to delve into the latest economic developments shaping global markets.

The pair examine the following;

  • The recent pullback in equity markets and the outlook for equities in the future.

  • March’s CPI numbers exceed market expectations, prompting speculation about the inflation and monetary policy trajectory.

  • They discuss the IMF's upgraded World Economic Outlook, highlighting growth projections and regional disparities, focusing on US and European economies.

  • Lastly, they analyse China's Q1 GDP data, examining the role of government investment versus consumer sentiment in driving economic performance.

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