In this episode, I’m joined by co-founder Piers Curran to dive into three major talking points in global markets this week.

Here’s what we cover:

• The odds of a 50 bps rate cut from the Fed have dramatically reduced following the latest US CPI report.

• Trump trades lose steam as Harris wins their first encounter.

• Goldman Sachs prepares to post a $400 million hit to Q3 results as it unwinds its consumer business.

This is the perfect episode to help you unpack the news that matters in a clear and easy-to-understand way, essential listening for any student preparing for the application process!

02:09 Market Overview and Key Topics

03:14 US CPI Report Analysis

11:22 Market Reactions and Stock Movements

16:03 Commodities and Inflation Outlook

19:58 Market Participants and Career Insights

22:09 Value investors and rate expectations

24:30 Trump vs Harris

26:54 Swiftomonics 

29:10 Market implications of the US election

33:28 Goldman Sachs the bearer of bad news

39:30 M&A offsets trading at GS

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