In this episode, Escala Partners CIO, Tracey McNaughton, looks at what is driving recent market volatility - an election correction; a tech-check; or just a Fed-ache. The countdown clock has begun - what are the key battleground states in the US election? (0:52) Market volatility has picked up in the past few weeks, particularly since the July 11 release of the US inflation report. (5:42) Earnings season has begun in the US as you say. We are about halfway though. What are some of the themes you are picking up on so far? (12:21) This is a busy week for the market. What else have we got coming up? (15:52) Given all of the volatility, what are you telling clients? (19:02) The US Election is still 97 days away. What do you think is going to happen between now and then?

In this episode, Escala Partners CIO, Tracey McNaughton, looks at what is driving recent market volatility - an election correction; a tech-check; or just a Fed-ache. The countdown clock has begun - what are the key battleground states in the US election? (0:52) Market volatility has picked up in the past few weeks, particularly since the July 11 release of the US inflation report. (5:42) Earnings season has begun in the US as you say. We are about halfway though. What are some of the themes you are picking up on so far? (12:21) This is a busy week for the market. What else have we got coming up? (15:52) Given all of the volatility, what are you telling clients? (19:02) The US Election is still 97 days away. What do you think is going to happen between now and then?

In this episode, Escala Partners CIO, Tracey McNaughton, looks at what is driving recent market volatility - an election correction; a tech-check; or just a Fed-ache. The countdown clock has begun - what are the key battleground states in the US election? (0:52) Market volatility has picked up in the past few weeks, particularly since the July 11 release of the US inflation report. (5:42) Earnings season has begun in the US as you say. We are about halfway though. What are some of the themes you are picking up on so far? (12:21) This is a busy week for the market. What else have we got coming up? (15:52) Given all of the volatility, what are you telling clients? (19:02) The US Election is still 97 days away. What do you think is going to happen between now and then?

Perspectives: Episode 102 – An election correction, a tech-check or just a Fed-ache?

'Perspectives' is a bi-weekly investment podcast brought to you by Escala. In a world cluttered with information, 'Perspectives' cuts through the noise to bring you insights and commentary on global financial markets, economics and geopolitical news and events. Hear our most up-to-date views straight from the Escala Investment Committee meeting room and learn how the CIO team incorporate macroeconomic views, central bank thinking and government policy into actionable investment ideas for our clients.

As an economist and seasoned practitioner with both domestic and international investment experience, Escala CIO, Tracey McNaughton, shares her views and observations to help you make sense of today's investment landscape. Join Tracey, and others at Escala, as they discuss the big issues affecting your investment portfolio and interview industry-leading voices in wealth management. For more information visit: escalapartners.com.au

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'Perspectives' is a bi-weekly investment podcast brought to you by Escala. In a world cluttered with information, 'Perspectives' cuts through the noise to bring you insights and commentary on global financial markets, economics and geopolitical news and events. Hear our most up-to-date views straight from the Escala Investment Committee meeting room and learn how the CIO team incorporate macroeconomic views, central bank thinking and government policy into actionable investment ideas for our clients. As an economist and seasoned practitioner with both domestic and international investment experience, Escala CIO, Tracey McNaughton, shares her views and observations to help you make sense of today's investment landscape. Join Tracey, and others at Escala, as they discuss the big issues affecting your investment portfolio and interview industry-leading voices in wealth management. For more information visit: escalapartners.com.au

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Perspectives: Episode 102 – An election correction, a tech-check or just a Fed-ache?

Perspectives: Episode 102 – An election correction, a tech-check or just a Fed-ache?

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