BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Time For Rotation In US Markets

Time For Rotation In US Markets

Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter

18-Feb-25 07:00

Time For Rotation In US Markets

With the possibility of stagflation in the US, what asset classes will outperform? Laurent Lequeu, Independent Market Analyst & Writer of The Macro Butler Newsletter tells us his answers whilst we try to understand why the German and French equity markets are rallying despite their weak domestic economies.

Image Credit: Shutterstock.com

Produced by: Natalie Tan

Presented by: Shazana Mokhtar, Wong Shou Ning, Philip See


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  markets,  economy,  international,  investments

Tags:  german markets,  french markets,  equity markets,  investment strategy,  stagflation,  asset class,  us economy, 


Latest Podcasts




Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



11:00 AM

Best of Enterprise

(REPEAT) This episode of Tech Talk discusses the idea of the digital afterlife. The data trails we leave behind, the risks they pose, and the ethical, legal, and emotional questions that come with them.

12:00 PM

Popcorn Culture

(REPEAT) We review Wake Up Dead Man: A Knives Out Mystery - before discussing the best movies and series of the year.

1:00 PM

Cruise Control

(REPEAT) Daniel got the chance to take the Ferrari 12Cilindri for a spin, and he's here to tell us all about it!

2:00 PM

Matt-Splained

(REPEAT) As we move into the era of multi gene editing, non-invasive targeted treatments for diseases, and storing power in air, we celebrate some of the weirder milestones in a fantastic year for science.

3:00 PM

Earth Matters

(REPEAT) We find out more about The Beach School in Port Dickson, which teaches people of all ages coastal awareness, conservation, and hands-on nature learning.

4:00 PM

Bar None

(REPEAT) It’s racing in its purest form - we talk about go-karting and its appeal beyond its recreational fun!

5:00 PM

BBC World Service

Datshiane Navanayagam speaks to two women from the US and Spain who’re advocating for more awareness and visibility around the real-life impacts of severe allergies on this episode of The Conversation.