In this episode, I’m joined by co-founder Piers Curran to dive into three major talking points in global markets this week. Here’s what we cover: The odds of a 50 bps rate cut from the Fed have dramatically reduced following the latest US CPI report. Trump trades lose steam as Harris wins their first encounter. Goldman Sachs prepares to post a $400 million hit to Q3 results as it unwinds its consumer business. This is the perfect episode to help you unpack the news that matters in a clear and easy-to-understand way, essential listening for any student preparing for the application process! 02:09 Market Overview and Key Topics 03:14 US CPI Report Analysis 11:22 Market Reactions and Stock Movements 16:03 Commodities and Inflation Outlook 19:58 Market Participants and Career Insights 22:09 Value investors and rate expectations 24:30 Trump vs Harris 26:54 Swiftomonics  29:10 Market implications of the US election 33:28 Goldman Sachs the bearer of bad news 39:30 M&A offsets trading at GS Hosted on Acast. See acast.com/privacy for more information.