While most of Europe looks to Germany for football, investors are turning their attention to France, where President Macron’s decision to hold a parliamentary vote has caused quite a stir – French equities and bonds are both down on the week. Meanwhile, in the US, this week’s data pointed to a cooling of inflation and the labour market, making a strong case for interest rate cuts. David Kohl, our Chief Economist, joins the show today to share his insights into the latest US macroeconomic data and what it means for our interest rate expectations this year.
00:00 Introduction by Helen Freer (Investment Writing)
00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:36 Comments on latest US data and FOMC meeting by David Kohl (Chief Economist)
15:55 Closing remarks by Helen Freer (Investment Writing)
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