The global headline is that inflation continues to decline, notes Derek Izuel. He talks about how all developed regions inflation are dropping below 5% except the U.K., but core inflation continues to remain elevated. He discusses finding opportunities overseas, as well as the outlook for global central bank rate cuts. He highlights that bond yields worldwide trended up in the summer and higher interest rates are dragging down the equity markets. He outlines how the strengthening dollar reversed the decline in valuation spreads between the U.S. and international stocks. He then goes over how China impacts emerging markets. Tune in to find out more about the stock market today.
Morning Trade Live
05 Dec 2023
SHARE