About this episode

The episode discusses the implications of the latest US jobs report and the potential changes at the Federal Reserve under Warsh, along with investment strategies favoring regions outside the US.

Sell US and Buy RoW Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: 1. What did you make of the latest US jobs report? 2. How will Warsh change the Fed? 3. Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?

People in this episode

Host: Andrew Slazenger

Guests: Dario Perkins, Freya Beamish

Topics covered

• US jobs report
• Federal Reserve
• investment strategies
• emerging markets
• global trade

Keywords

• US jobs report
• Warsh Fed
• investment
• RoW
• emerging markets
• tech trade
• global economy

Sponsors

TS Lombard

Mentioned in this episode

Organizations: US, RoW, EM, Fed

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