The Market Call

The Market Call gives a periodic summary of major macro events, market themes and selected UK company-specific news.

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February 25, 2024

Week ending 23/02/24 – The Magnificent One

Gareth & Jeremy discuss the path for interest rates, Nvidia and the AI bubble, the parallels to the dot-com bubble, and what might happen next. In the UK they discuss Springfield Properties, Currys, Dialight, and Gooch & Housego. Finally, Jeremy looks at the macro data that might impact markets this week.

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