295: US CPI, oil and the ‘Magnificent Seven’ – Market Talk

Is the recent rally in bonds and equities, on the back of the latest US CPI numbers, wholly justified? And why is the oil price relatively subdued? Furthermore, what’s behind the differential in valuations between US and China technology shares? Ben Bennett, Investment Strategist APAC, explains all. This podcast was hosted by Frances Watson, Content Manager. All data is sourced from Eikon as at 14 November 2023, unless otherwise stated. The podcast was recorded on Wednesday 15 November. For professional investors only. Capital at risk.