최고 Russell Investments 팟캐스트 (2024)

1
U.S. initial jobless claims rise. Is the economy still headed for a soft landing? 5:17

20d ago5:17

5:17

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
What’s fueling the rally in Chinese equities? 5:24

1M ago5:24

5:24

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
What does the latest U.S. inflation report reveal? 4:16

2M ago4:16

4:16

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
Key highlights from Q2 earnings season around the globe 4:39

2M ago4:39

4:39

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
U.S. inflation falls to lowest level in three years 5:10

3M ago5:10

5:10

· U.S. consumer-price gains ease to 2.9% · Markets may be too aggressive in Fed rate-cut projections · UK unemployment rate drops unexpectedly Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. …

1
Fed signals rate cuts could begin in September 4:49

3M ago4:49

4:49

U.S. Federal Reserve appears likely to lower rates next month Bank of Japan increases benchmark rate to 0.25% Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarant…

1
The U.S. presidential race shakes up. Do markets care? 6:02

3M ago6:02

6:02

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
U.S. inflation eases further. Is a September rate cut more likely? 8:28

4M ago8:28

8:28

Slowdown in U.S. inflation strengthens case for Fed to lower borrowing costs June inflation report could sway BoC to hold off on second rate cut Key investor watchpoints ahead of China’s Third Plenum meeting Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of t…

1
Inflation slows, AI soars: Unpacking Q2’s key market themes 6:57

4M ago6:57

6:57

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
U.S. inflation slows. Is a rate cut in the cards? 5:21

5M ago5:21

5:21

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
Rate cuts begin in Canada and Europe 6:04

5M ago6:04

6:04

•ECB, BoC lower borrowing costs by 25 basis points •Treasury yields fall as U.S. economic data moderates •Considerable progress made in rebalancing of U.S. labor market Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and pr…

1
Key takeaways from Q1 earnings season around the world 3:33

5M ago3:33

3:33

· U.S. Q1 earnings exceed expectations · UK and Australian bond yields rise on hotter inflation reports · September rate cut still looks possible in U.S. Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is…

1
A step in the right direction: U.S. inflation eases in April after hot start to the year 7:30

6M ago7:30

7:30

· Core inflation slows to 3.6% in the U.S. · U.S. equity and bond markets rally in wake of April inflation report · European stocks rise amid improving economic outlook Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and pr…

1
How do the U.S. and Canadian labor markets differ? 6:12

6M ago6:12

6:12

In the latest video update: · Bank of England could cut rates at faster pace than expected · Is a recession more likely than not in Canada? · Why we believe investors should remain cautious and disciplined Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the…

1
Are Fed rate cuts still possible this year? 5:04

6M ago5:04

5:04

• U.S. Fed says ‘greater confidence’ on the path of inflation needed • September rate cut possible if U.S. inflation moderates • European corporate earnings surprise to the upside Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves …

1
U.S. economic growth slows. Is there cause for concern? 5:42

6M ago5:42

5:42

•U.S. GDP slows to 1.6% clip in first quarter •Key U.S. inflation gauge surprises to the upside •First-quarter U.S. earnings season update: A ‘mixed bag’ Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is…

1
Is U.S. inflation still heading in the right direction? 6:00

7M ago6:00

6:00

•March’s U.S. CPI report exceeds consensus expectations •ECB hints at June rate cut •Fitch downgrades China’s debt outlook Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance doe…

1
1970s: U.S. oil crisis. 2020s: U.S. net oil exporter. What’s the shift mean for energy markets? 5:19

7M ago5:19

5:19

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
What’s the outlook for U.S. Q1 earnings season? 8:46

7M ago8:46

8:46

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…

1
Key takeaways from the latest central bank meetings 6:05

7M ago6:05

6:05

· Bank of Japan delivers first rate increase in 17 years · BoE holds rates steady, hints at cuts later this year · Fed officials still expect three rate cuts in 2024 Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and princ…

1
What’s behind the strength in Japan’s stock market? 4:43

8M ago4:43

4:43

· U.S. inflation data from February surprises to the upside · Two key factors powering the rally in Japanese stocks · China announces consumer goods trade-in program Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and princ…

1
Bank of Canada leaves interest rates unchanged. When could it begin lowering borrowing costs? 6:39

8M ago6:39

6:39

In the latest video update: · BoC, ECB hold overnight rates steady at March meetings · Is the Fed moving closer to cutting rates? · China announces 2024 growth target Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and prin…

1
What does the Fed’s preferred inflation gauge suggest about U.S. price increases? 6:53

8M ago6:53

6:53

•U.S. core PCE price index rises 0.4% in January •Federal Reserve rate cuts could begin mid-year •U.S. avoids partial government shutdown Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past …

1
Inflation moderates in Europe. When could rate cuts begin? 6:11

8M ago6:11

6:11

· Eurozone inflation declines to 2.8% in January · Fed, ECB and BoE could all lower borrowing costs by mid-year · Resilience emerges as a key Q4 earnings season theme Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and prin…

1
Is a Fed rate cut in May still on the table? 7:03

9M ago7:03

7:03

· U.S. core consumer price index rises by more than expected in January · We believe the Fed could still deliver a rate cut in May · UK enters technical recession Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principa…

1
What does the latest data suggest about the strength of the U.S. economy? 7:05

9M ago7:05

7:05

In the latest video update: · An investment analyst’s take on the Super Bowl · U.S. January jobs report crushes expectations · Assessing the health of the European economy · The importance of staying disciplined in today’s markets Disclosures These views are subject to change at any time based upon market or other conditions and are current as of t…

1
Recapping the highlights from January’s Fed meeting 5:08

9M ago5:08

5:08

In the latest video update: · Market timeline for first U.S. rate cut shifts after Fed meeting · Q4 earnings season report card: How are U.S. companies faring? · What’s the outlook for economic growth in China this year? Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at…

1
When could rate cuts begin in Canada and Europe? 5:36

9M ago5:36

5:36

· BoC, ECB push back on market timeline for rate cuts · Could the Bank of Japan lift rates into positive territory soon? · Fed pivot, strong U.S. economy power stock market to new heights Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing i…

1
Key factors behind the volatility in fixed income markets 4:35

10M ago4:35

4:35

· Government bond yields rise in the UK and Canada amid stronger inflation data · U.S. December retail sales report exceeds expectations · How are geopolitical events in the Middle East impacting energy prices? Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top o…

1
Are U.S. recession risks decreasing? 9:36

10M ago9:36

9:36

· U.S. recession risks look lower, but still elevated compared to normal · Assessing the latest recession chances in Canada and Europe · U.S. consumer prices rise slightly Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and…

1
Key watchpoints for U.S. Q4 earnings season 7:06

10M ago7:06

7:06

· Assessing U.S. recession risks for 2024 · What to pay attention to during U.S. earnings season · What does the latest economic data suggest about growth in China? Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and princi…

1
Key takeaways from COP28 and recent central bank meetings 5:06

11M ago5:06

5:06

· Fed officials project three rate cuts in 2024 · Bank of England signals monetary policy to stay restrictive for some time · World leaders reach agreement at COP28 to transition away from fossil fuels Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the pag…

1
Is a U.S. recession still possible in 2024? 9:51

11M ago9:51

9:51

· Highlights from Russell Investments’ 2024 Global Market Outlook · Could a recession strike the U.S. next year? · Our chief investment strategist’s parting words for investors Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves ris…

1
Inflation eases in Australia. Is the end of the RBA’s rate-hiking cycle near? 5:54

11M ago5:54

5:54

In the latest video update: · Price pressures ease in Australia and Europe · China PMI surveys miss expectations · OPEC+ announces production cuts Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possib…

1
Viewpoint on commercial real estate with Adrianna Giesey and Kate El-Hillow 10:58

11M ago10:58

10:58

A deep dive into the trillion-dollar commercial real estate market and the niche sectors benefiting from demographic shifts and changing consumer preferences. Important disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date of publication. The information, analysis, and opinion…

1
What’s behind the volatility in U.S. Treasury yields? 5:21

12M ago5:21

5:21

In the latest video update: •Cooling inflation sparks decline in U.S. bond yields •Eurozone economy experiences mild contraction in Q3 •Retail-sales numbers from China top expectations Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing invo…

1
Signs of an economic cooldown? European retail sales dip while U.S. job gains slow 5:04

12M ago5:04

5:04

· Economic activity slows in the eurozone · U.S. Treasury yields fall from mid-October highs · U.S. recession still possible in next 12 months Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. …

1
On hold: U.S. Federal Reserve, Bank of England leave rates unchanged 4:40

12M ago4:40

4:40

· Fed, BoE officials hold interest rates steady · Q3 earnings season update: A mixed bag in the U.S. · China increases budget deficit Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past perf…

1
U.S. GDP growth accelerates in sign of economic resilience 3:10

1y ago3:10

3:10

· Q3 GDP expands by 4.9% in U.S. · Nasdaq Composite Index enters correction territory · European Central Bank, Bank of Canada hold rates steady Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible.…

1
Why are U.S. Treasury yields soaring? 5:47

1y ago5:47

5:47

In the latest video update: · 10-year U.S. Treasury yield hits 16-year high · Bank of Canada likely to keep rates on hold at next meeting · U.S. Q3 earnings season outlook Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and…

1
Markets react to the Israel-Gaza war 5:48

1y ago5:48

5:48

· Assessing the potential economic implications of the tragedy in the Middle East · U.S. consumer prices rise slightly higher than anticipated · Could the latest inflation data impact Fed policy? Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Inv…

1
Could the Fed cut rates sooner than markets expect? 3:48

1y ago3:48

3:48

· Examining two scenarios that could cause the Fed to lower rates sooner than anticipated · Could the Fed engineer a soft landing? · Markets are volatile. How should investors react? Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involv…

1
Inflation surprises: Consumer prices rise in Canada, ease in the UK 5:28

1y ago5:28

5:28

· Core inflation ticks up in Canada as shelter costs rise · Bank of England, Fed keep interest rates unchanged · Markets tumble on fears Fed could hold rates higher for longer Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk…

1
The ECB hikes rates again. Is the end of the tightening cycle near? 5:04

1y ago5:04

5:04

· U.S. consumer prices tick up during August · European Central Bank raises rates to 4% · Economic struggles weigh on Chinese equities Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past per…

1
U.S. economy remains resilient as services sector expands In the latest video update: 5:47

1y ago5:47

5:47

· New PMI survey shows U.S. services sector still in expansion mode · Eurozone Q2 growth revised downward · China’s exports decline for fourth straight month On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Equity Manager Research Analyst Michelle Batjargal discussed how the latest U.S. economic data cou…

1
How could the latest U.S. and European inflation reports impact monetary policy? 5:28

1y ago5:28

5:28

In the latest podcast update: · U.S. job openings decline to 8.8 million in sign of labor-market cooldown · Consumer spending remains robust in U.S. · New report shows eurozone inflation still stubbornly elevated IMPORTANT DISCLOSURE: These views are subject to change at any time based upon market or other conditions and are current as of the date …

1
What’s behind the rise in U.S. Treasury yields? 5:07

1y ago5:07

5:07

In the latest podcast update: · Yield on 10-year U.S. Treasury note hits 16-year high · Investor recalibration of neutral rate may be pushing Treasury yields up · European business activity slows IMPORTANT DISCLOSURE: These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the…

1
Could the Bank of England hike rates again? 4:39

1y ago4:39

4:39

In the latest podcast update: · Core inflation rates remain elevated in the UK and Canada · Key watchpoints for markets at the upcoming Jackson Hole symposium Are recession chances still elevated? IMPORTANT DISCLOSURE: These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of th…

1
How could July’s U.S. inflation report impact Fed policy? 3:53

1y ago3:53

3:53

In the latest podcast update: · U.S. consumer prices rise at 3.2% annual clip · U.S. July job gains mark cooldown from earlier in the year · Moody’s places six major lenders on downgrade watch list IMPORTANT DISCLOSURE: These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of t…

1
U.S. inflation is declining. So why did the Fed raise rates? 8:02

1+ y ago8:02

8:02

In the latest podcast update: · Key reasons behind the latest Fed rate increase · Is help on the way for China’s property market? · U.S. economy grows at faster-than-expected clip in Q2 IMPORTANT DISCLOSURE: These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Inv…

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