최고 Russell Investments 팟캐스트 (2024)

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

6d 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

13d 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

20d 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

27d 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

5M 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

5M 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

5M 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

5M 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

6M 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

6M 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

6M 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

6M 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

6M 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

7M 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

7M 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

7M 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

8M 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

8M 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

8M 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

8M 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

9M 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…

1
Key themes from the early days of U.S. Q2 earnings season 4:25

9M ago4:25

4:25

In the latest podcast update: · Early earnings season results: Banks beat expectations, signs of softness emerge in tech · China’s Q2 GDP numbers miss expectations · UK June inflation rate surprises to the downside IMPORTANT DISCLOSURE: These views are subject to change at any time based upon market or other conditions and are current as of the dat…

1
CPI, my oh my: Is the July Fed rate hike the last for this cycle? 7:53

9M ago7:53

7:53

In the latest podcast update: · Inflation numbers were below consensus and trending downward. · Does this week’s CPI data mean the Fed only has one rate hike left for this cycle? We say yes. · Bank of Canada raised rates. We believe they’re approaching a pause in their policy. IMPORTANT DISCLOSURE: These views are subject to change at any time base…

1
Reserve Bank of Australia pauses rate hikes again 6:10

10M ago6:10

6:10

In the latest podcast update: · Australia’s central bank skips rate increase at July meeting · Assessing the latest opportunities in fixed income · Could China announce more stimulus measures soon? 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
What’s behind the slowdown in China’s economy? 7:09

10M ago7:09

7:09

In the latest podcast update: · Bank of England surprises markets with 50-bps rate hike · Is China still on track to achieve 5% GDP growth this year? · Midyear report card: How have equity markets fared so far in 2023? IMPORTANT DISCLOSURE: These views are subject to change at any time based upon market or other conditions and are current as of the…

1
Diverging central banks: ECB lifts rates again while Fed stands pat 6:08

10M ago6:08

6:08

In the latest podcast update: · ECB opts for 25-bps rate increase at June meeting · U.S. core inflation for May matches expectations · U.S. recession still expected in 12-18 months 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. Investin…

1
How might markets react to a deluge of U.S. government bond issuance? 6:07

10M ago6:07

6:07

In the latest podcast update: · What are the key risks to markets from the expected wave of U.S. Treasury bill issuance? · Reserve Bank of Australia surprises investors again with rate hike · U.S. equity and bond markets remain rangebound IMPORTANT DISCLOSURE: These views are subject to change at any time based upon market or other conditions and a…

1
Is the Fed likely to pause rate increases this month? 4:53

11M ago4:53

4:53

In the latest podcast update: · U.S. debt-ceiling deal passes House, Senate · Could the Fed pause rate hikes soon? · Additional monetary tightening likely in Europe 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. Investing involves risk …

1
Inflation rises in Canada. Could a rate hike follow? 4:49

11M ago4:49

4:49

In the latest podcast update: · Headline inflation increases at 4.4% clip in Canada · U.S. retail sales rebound, while manufacturing struggles · U.S. debt-ceiling negotiations: Are signs of progress emerging? 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 t…

1
Key takeaways from April’s U.S. inflation report 7:56

11M ago7:56

7:56

In the latest podcast update: · Bank of England raises rates by 25 bps · U.S. durable goods prices tick up · Recession still anticipated in U.S. in 12-18 months 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. Investing involves risk and …

1
The Fed vs. the ECB: Which central bank is likely to pause rate increases first? 5:19

12M ago5:19

5:19

In the latest podcast update: · Fed signals potential pause in rate-hiking campaign · U.S. regional bank worries resurface after failure of First Republic · Equity markets slip amid uptick in banking concerns 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 t…

1
Midseason report card: How is U.S. Q1 earnings season shaping up? 4:42

12M ago4:42

4:42

In the latest podcast update: · Q1 earnings season performing better than expected in U.S. · U.S. economic growth cools in Q1 · What to expect at the Fed’s May policy meeting 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. Investing invo…

1
Unpacking the latest growth numbers from China 5:01

12M ago5:01

5:01

In the latest podcast update: · U.S. Q1 earnings season update · Consumer spending picks up in China · Is China’s housing market stabilizing? 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. Investing involves risk and principal loss is p…

1
Could the latest U.S. inflation report alter the Fed’s rate-hiking plans? 6:41

1y ago6:41

6:41

In the latest podcast update: · Consumer price increases ease in U.S. · Fed appears likely to raise rates in May · Q1 earnings season preview 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. Investing involves risk and principal loss is p…

1
Central banks around the world work to balance economic slowdowns with interest rates 6:15

1y ago6:15

6:15

In the latest podcast update: · U.S. PMI numbers contract further. How does that impact the economic outlook? · Just how resilient is the Canadian labor market? · New Zealand raises rates. Australia holds steady. 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
Are banking fears starting to ease? 4:31

1y ago4:31

4:31

In the latest podcast update: · What sparked the selloff in Deutsche Bank shares? · Banking sector turmoil subsides in the U.S. and Europe · Equities rise as banking concerns lessen 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. Investi…

1
Why we’re not expecting a repeat of the 2008 financial crisis 5:34

1y ago5:34

5:34

In the latest podcast update: · The latest on turmoil in the global banking system · Central banks reaffirm commitment to taming inflation · Recession appears likely in 12-18 months 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. Investi…

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