• Taking stock 2024: How investors are adjusting to mid-year macro trends

  • 2024/07/09
  • 再生時間： 21 分
  • ポッドキャスト

Taking stock 2024: How investors are adjusting to mid-year macro trends

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  • Market dynamics have shifted since the start of 2024. The U.S. economy has been more resilient than expected, and investors are preparing to manage higher-for-longer interest rates. Still, several major central banks, including the Bank of Canada, have started to ease monetary policy. On this episode of Market Points, Scotiabank’s Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) and Corporate Finance Advisory, leads a discussion on how the U.S. elections, the technology sector, and other factors are driving market performance. You’ll hear from Derek Holt, Vice President and Head, Capital Markets Economics, John Cronin, Managing Director and Head, U.S. ECM, Matt Sheehan, Managing Director and Head, Canadian ECM, and Pete Gordon, Director, ECM.
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あらすじ・解説

Market dynamics have shifted since the start of 2024. The U.S. economy has been more resilient than expected, and investors are preparing to manage higher-for-longer interest rates. Still, several major central banks, including the Bank of Canada, have started to ease monetary policy. On this episode of Market Points, Scotiabank’s Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) and Corporate Finance Advisory, leads a discussion on how the U.S. elections, the technology sector, and other factors are driving market performance. You’ll hear from Derek Holt, Vice President and Head, Capital Markets Economics, John Cronin, Managing Director and Head, U.S. ECM, Matt Sheehan, Managing Director and Head, Canadian ECM, and Pete Gordon, Director, ECM.
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