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Why AI and moderating inflation is boosting equity returns? | The Week in Markets
Faye Graham, Investment Analyst and Paul Durrans, Investment Director close out Q2 with a comprehensive discussion on the returns from equities and bonds. They discuss the primary drivers which range from AI to economic growth. However, they start by discussing today's US inflation data. They give insight to why the inflation data is cooling and what more will be required for the US central bank to cut interest rates. The discussion is broadened out to understand the latest inflation developments in Europe and the UK.
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By True PotentialFaye Graham, Investment Analyst and Paul Durrans, Investment Director close out Q2 with a comprehensive discussion on the returns from equities and bonds. They discuss the primary drivers which range from AI to economic growth. However, they start by discussing today's US inflation data. They give insight to why the inflation data is cooling and what more will be required for the US central bank to cut interest rates. The discussion is broadened out to understand the latest inflation developments in Europe and the UK.