London Calling: The Case for a Post-Election Re-Rating in U.K. Assets

https://is1-ssl.mzstatic.com/image/thumb/Podcasts116/v4/48/e6/4a/48e64a02-6f25-87f5-393b-ef3a610be4ce/mza_4488127340609338917.jpg/600x600bb.jpg

Rosenberg Round-Up

Rosenberg Research

36 episodes

4 days ago

Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

RSS

All content for Rosenberg Round-Up is the property of Rosenberg Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/39921807/39921807-1706476437714-59d1b50e6d913.jpg

London Calling: The Case for a Post-Election Re-Rating in U.K. Assets

Rosenberg Round-Up

19 minutes 21 seconds

1 year ago

London Calling: The Case for a Post-Election Re-Rating in U.K. Assets

Markets take a sharp turn | June activity data surprised to the upside, but Q2 GDP unlikely to impress | Emerging investment opportunities across the pond as the U.K. enters a period of stability

Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg

For a 30-day free trial of our research, click here: ⁠⁠⁠ ⁠https://web.rosenbergresearch.com/RosenbergRoundupTrial⁠

Send us your questions and requests at: information@rosenbergresearch.com

In This Episode

The Week in Review (0:40) — The market shifts its focus from growth to value — but don’t call it the “Trump Trade”

The Week Ahead (7:05) — Flash PMIs and U.S. Q2 GDP

The Spotlight (9:00) — A bullish view on (most) U.K. assets following a historic election

Canada Corner (16:52) — Bank of Canada prepares a second cut