Leifbridge Podcast
Relief Rally: Navigating U.S. and UK Economic Expectations
With the US Elections almost at a close and the UK’s Autumn budget still in the rear view mirrors, Ernst Knacke plays host to our US Resident and Investment Associate, Stewart Abrahart, as well as Shard Capital's In-House US Equity Specialist, Julian Wheeler.
In this episode, the team discuss:
🍁 The UK Autumn Budget
🗳️ The recent U.S. election outcome and its implications for the financial markets
🤔 The immediate reactions in the U.S. stock markets
🏆 The winners and losers
🌎 The potential effects on emerging markets, particularly Mexico
Listen in on the conversation below 👇🏼