Global Equity Investor insight - September 2024

INSIGHTS

Three observations as the reporting season draws to a close

4 minutes, 19 seconds to watch by  RBC Global Equity teamJ.Richardson Sep 17, 2024

Reflecting on the past month, Jeremy Richardson explores:

  • Technology hyperscalers haven’t lost their enthusiasm for AI, good news for those selling to cloud computing companies.

  • Mixed news on the industrial scene as positive momentum seems to have dissipated.

  • The US consumer is feeling the squeeze, and looking to maximize the value they get from their household dollars.

  • Confidence is rebuilding from the fact that the US Federal Reserve has indicated that we're at the peak of the US interest cycle.

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      Watch time: 4 minutes, 19 seconds

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