About this show
Each month, Cherry Reynard asks Daniel Casali what is happening in the investment world, bringing you a roundup of global markets, trends and insights.
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Review of 2019 and look ahead to 2020
Since the futures market expects the Fed to cut interest rates just once in 2020, investors will be looking at company earnings and dividends to sustain the equity rally. On the positive side, after a sharp slowdown in global manufacturing activity in 2019, there are tentative signs of stabilisation.
‘Borisnomics’ could mitigate a Brexit bust
This week it has become increasing clear that Borris Johnson is willing to move mountains to take us out of the EU on the 31 October – ‘deal’ or ‘no deal’. We expect the new government to crack on with policies to mitigate the economic risk of a no deal Brexit. What might this look like? We will talk you through in this episode on ‘Borisnomics’ as we see it.
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