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Mag Seven Earnings, The Fed Holds, China's Economic Outlook
Manage episode 463937633 series 2507799
On today's episode, we parse through earnings results from Microsoft, Meta, and Tesla with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. He also shares his reaction to the Federal Reserve's decision to leave its benchmark interest rate unchanged. Plus - a temperature check of China's economy with Shehzad Qazi, Managing Director at China Beige Book International.
See omnystudio.com/listener for privacy information.
1639 episoder
Manage episode 463937633 series 2507799
On today's episode, we parse through earnings results from Microsoft, Meta, and Tesla with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. He also shares his reaction to the Federal Reserve's decision to leave its benchmark interest rate unchanged. Plus - a temperature check of China's economy with Shehzad Qazi, Managing Director at China Beige Book International.
See omnystudio.com/listener for privacy information.
1639 episoder
Alla avsnitt
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1 The Impact of Tariff Threats on China 16:46
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1 China's Xi Voices Support For Private Sector 15:28
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1 US, Russia to Meet on Ukraine; Markets Cautious Amid Global Trade Tensions 17:12
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1 Daybreak Weekend: Housing Data, German Elections, Alibaba Earnings 37:12
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1 US Tariff Delay Boosts Global Market Sentiment 20:08
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1 APAC Reacts to Hot US CPI Print; Honda & Nissan Earnings 21:29
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1 Emerging Market Outlook; Traders Gear Up for US CPI 19:16
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1 US Imposes 25% Metals Tariffs; A Look at China's AI Sector 20:00
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1 Trump Plans to Unveil 25% Steel, Aluminum Tariffs 19:01
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1 Daybreak Weekend: US CPI, Paris AI Summit, Trade War 38:46
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1 Recapping the APAC Trading Week, Amazon Earnings, US Jobs Data 23:58
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1 US-China Trade War Casts Shadow on Global Markets 18:54
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1 Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe 14:40
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