Is a US recession pending? Have stocks already peaked this year? Has the focus shifted from inflation to the labour market? In this episode, I speak to co-founder Piers Curran to unpack his view on the major themes in global markets. Essential listening for any investor or student getting prepared for the upcoming application season. **** Introduction and Setting the Stage (1:44) Shift in Focus: From Inflation to the US Labour Market (5:51) Bullish Sentiment: Goldman's view on US equities (14:21) Upcoming Events: Jackson Hole and Nvidia Earnings (23:56) Cautious Approach: De-risking in Volatile Times (28:27) Hosted on Acast. See acast.com/privacy for more information.