Zooming In on what are US companies telling us about the state of the economy
After the warm reception and interest in the Zooming In video series, we are back with the fourth chapter.
The US markets have seen heightened volatility in recent weeks, which has caught the attention of many. There were various factors behind this, and today, we will decode: What are companies telling us about the state of the US economy? What are the signs that are more reassuring or somewhat more concerning? Watch Willem Sels, GPB&W Global CIO, engage in an interesting discussion with Nicole Inui, Head of Americas Equity Strategy, HSBC Global Research.
In this episode, Sels and Inui delve into shifting consumer behaviour and patterns, insights about the US cycle through industrials and financials, why we (still) like tech, and the debate around small-cap, mid-cap, or large-cap.