Tuesday Jan 30, 2024

Monday Market Highlights: 29 January 2024

In this week’s Monday Market Highlights, Dealer Brendan Larsen looks into the US share market record high, driven by a continuation of the ‘soft landing’ theme. He discusses the data supporting this theme, including fourth quarter GDP, Personal Consumption Expenditure, and better-than-expected PMI numbers. In New Zealand, Brendan covers fourth quarter CPI numbers, and in Europe he looks into last week’s ECB meeting. In equity news, Brendan discusses Domino’s pizza, ResMed and Pilbara. 

 

This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.

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2024 © Milford Asset Management Limited. Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.

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