Aug 1, 2024
In this episode, Escala Partners CIO, Tracey McNaughton, looks at what is driving recent market volatility - an election correction; a tech-check; or just a Fed-ache. The countdown clock has begun - what are the key battleground states in the US election?
(0:52) Market volatility has picked up in the past few weeks, particularly since the July 11 release of the US inflation report.
(5:42) Earnings season has begun in the US as you say. We are about halfway though. What are some of the themes you are picking up on so far?
(12:21) This is a busy week for the market. What else have we got coming up?
(15:52) Given all of the volatility, what are you telling clients?
(19:02) The US Election is still 97 days away. What do you think is going to happen between now and then?