Show notes
This month, James and Giles are joined by Jon Kirk as they dive into the big themes that shaped markets in October.
Giles and James discuss the easing tensions surrounding US-China trade talks (01:25), AI headlines after the US corporate earnings season (02:50) and Nvidia’s incredible $5trn valuation.
Our experts unpack the Fed’s hawkish rate cut and what it means for inflation (04:19), Gold’s sharp pullback after record highs (05:50) and the UK’s steady-but-muted outlook - with modest growth and persistent productivity challenges (7:28).
Jon and James explore the growing concerns in…
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