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FTSE 100 outlook, GBP/USD, and the AI trade with City Index’s Fiona Cincotta
Manage episode 437918370 series 2334872
The UK Investor Magazine was delighted to welcome City Index’s Fiona Cincotta to the podcast for a deep dive into the FTSE 100, GBP/USD, Nvidia, and the key economic events for Q4.
After the Fed signalled they would cut rates in September, we explore the market positioning for a rate cut and what will happen if they don’t (however unlikely that may be).
Turning attention to the UK, Fiona discusses the GBP/USD rally, the factors behind it and whether the trend is still intact. We look at the FTSE 100 and the dynamics that could take London’s leading index to fresh all-time highs.
We ask Fiona the $10 trillion question – is the AI trade over? We touch on Nvidia results, which were apparently not good enough to sustain a rally in the chip maker and the wider sector.
With Labour’s first Budget coming up in October, Fiona outlines the key markets in the run-up to 30th October.
We finish by earmarking the markets with the most potential for volatility going into the end of the year.
Hosted on Acast. See acast.com/privacy for more information.
397 епізодів
Manage episode 437918370 series 2334872
The UK Investor Magazine was delighted to welcome City Index’s Fiona Cincotta to the podcast for a deep dive into the FTSE 100, GBP/USD, Nvidia, and the key economic events for Q4.
After the Fed signalled they would cut rates in September, we explore the market positioning for a rate cut and what will happen if they don’t (however unlikely that may be).
Turning attention to the UK, Fiona discusses the GBP/USD rally, the factors behind it and whether the trend is still intact. We look at the FTSE 100 and the dynamics that could take London’s leading index to fresh all-time highs.
We ask Fiona the $10 trillion question – is the AI trade over? We touch on Nvidia results, which were apparently not good enough to sustain a rally in the chip maker and the wider sector.
With Labour’s first Budget coming up in October, Fiona outlines the key markets in the run-up to 30th October.
We finish by earmarking the markets with the most potential for volatility going into the end of the year.
Hosted on Acast. See acast.com/privacy for more information.
397 епізодів
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