Earnings season and the outlook for UK & US stocks with Fiona Cincotta

The UK Investor Magazine was delighted to be joined by Fiona Cincotta, Senior Market Analyst at City Index, for a deep dive into the latest UK and US earnings season.Fiona provides insight into the ongoing earnings season and frames recent updates in the context of the underlying economy. Fiona discusses the strength of earnings so far and performance versus analyst expectations.After recent drops in major US indices, we explore what the rest of the year could hold for US stocks, as well as UK equity markets.The ‘Magnificent 7’ US Tech stocks with exposure to AI were a core driver of global stocks in the first and second quarters of 2023, we look at how these technology companies may perform going into the close of 2023 and implications for broader indices.Fiona discusses Q3 UK banking results and how they reflect the health of the underlying UK economy and wider sentiment.We finish by running through potential scenarios for central banks, currencies and the global economy. Hosted on Acast. See acast.com/privacy for more information.