Week ending 06/12/24 – Geopolitical disarray…and Trump hasn’t even started yet
This week Jeremy and Gareth talk about the surprise power vacuums in both France and South Korea, with Europe and Asia needing stability and cohesion more than ever, as Trump looms. Jeremy runs through the pros and cons of a Trump presidency for the economy, and the UK still seems a safe (and cheap) place for global investors to park some capital.
Stock news from Progressive clients in the form of Oxford Metrics and SDI Group, both of which are battling troublesome end-markets, but in each case with a degree of medium-term optimism.
Today will have delivered US jobs data, and next week the highlights are US inflation and UK GDP.
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