
Markets viewed the blue wave in the US midterms as a constraint on the continued growth in US tech spending. On this latest episode of the Markets Explained podcast, Hugh and Karen explain why they don’t agree with this interpretation, and why the latest US inflation release is the critical item to watch out for in the week ahead.
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Will US macro data move the market more than the midterms this week?

What to watch as earnings season enters full swing

France and tech are feeling the bite of bonds

Will earnings be a tailwind for stocks again?
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