302: Rallies, Red Sea disruption and Taiwanese elections – Market Talk

In this first episode of Market Talk for 2024, Ben Bennett examines the extent to which bonds and equities rallied following December’s Fed pivot. He also explains why Chinese equities failed to participate in the rally, looks at the state of polling in Taiwan, and wonders if the global economy will face new supply chain challenges given the current disruption in the Suez Canal? This podcast is hosted by Frances Watson, Content Manager. All data is sourced from Eikon and Barclays from 31 October to 31 December 2023.  For professional investors only. Capital at risk.