Please join us as our Economics, Equity Strategist and Technicals teams join forces to explore the biggest themes in the market so far this year. Topics for discussion will include:
· a check on our macro ‘Top 10 things To Watch’ list
· What do US growth fears mean for the S&P?
· US vs EU. Has the tide genuinely turned?
· What can the Fed do next?
· The growth vs value debate
· Key market levels to keep an eye on
· And more…..

Please join us as our Economics, Equity Strategist and Technicals teams join forces to explore the biggest themes in the market so far this year. Topics for discussion will include:
· a check on our macro ‘Top 10 things To Watch’ list
· What do US growth fears mean for the S&P?
· US vs EU. Has the tide genuinely turned?
· What can the Fed do next?

· The growth vs value debate
· Key market levels to keep an eye on
· And more…..

Lots of questions on what’s to come in 2025 and we aim to answer them with the first in our series of calls this year aimed at Execution dealing desks. Please join us as our Economics, Equity Strategist, Quant and Technicals teams join forces to explore the biggest themes of the year ahead. Topics for discussion will include:
– Our macro ‘Top 10 things To Watch’ list

– US vs EU. Will the US remain the dominant force?
– Where will yields go and what does it mean for last year’s leaders

– The growth vs value debate
– Key market levels to keep an eye on
– And more….

Lots of questions on what’s to come in 2025 and we aim to answer them with the first in our series of calls this year aimed at Execution dealing desks. Please join us as our Economics, Equity Strategist, Quant and Technicals teams join forces to explore the biggest themes of the year ahead.

Topics for discussion will include;

Our macro ‘Top 10 things To Watch’ list, US vs EU. Will the US remain the dominant force?

Where will yields go and what does it mean for last year’s leaders.
The growth vs value debate

Key market levels to keep an eye on

And more…

Join us for the next in our series of calls aimed at Execution dealing desks as our Technical Analysis team join forces with our Economics team to explore the biggest themes for the rest of this year and beyond. The US election promises change whatever the outcome and we will explore the policies of both candidates and what the implications might be for equity markets.

Join us for the next in our series of calls aimed at Execution dealing desks as our Technical Analysis team join forces with our Economics team to analyse the market configurations and key datapoints expected to have the biggest impact on Equity markets and beyond in the year ahead

Join us for the next in our series of calls aimed at Execution dealing desks as our Technical Analysis team join forces with our Economics team to analyse the market configurations and key datapoints expected to have the biggest impact on Equity markets and beyond in the year ahead

Join us for the next in our series of calls aimed at helping dealing desks navigate an ever more complex macro picture. Nine of the largest US companies account for just shy of 30% of the S&P 500’s market capitalisation and these companies all report their Q3 results in a two week period from 13 to 27 October. They are sure to have a significant bearing on European sectors and markets.

From Amazon to Visa, Apple to P&G we will present on our key expectations for these market moving names as well as the all- important read across to key peers in Europe.

Please join our Chief Economist Melissa Davies and Ben Denney from our Technicals Team for the next in our series of calls focussed on helping dealing desks to navigate a challenging macro picture. We will discuss what key indicators are telling us about the global economy, where bond yields might go from here (and the implications for equities) and what data points and market levels to watch out for.

Artificial Intelligence is now in almost every facet of daily life. Join Alex Haissl – Redburn Atlantic’s Head of Software and Cloud as we discuss the implications of AI on equity markets and what to expect over the coming years.