Global stocks staged a partial recovery on Monday after a sell-off triggered by cooling US jobs data. Europe STOXX 600 benchmark gained 0.5%, paring some of last week’s 3.5% loss. Futures for the S&P 500 and Nasdaq 100 both advanced after the underlying indexes slumped Friday following the weaker-than-forecast US payrolls numbers. In politics, Republican Presidential nominee Donald Trump leads Kamala Harris by a point in a new national poll by the NYT and Siena College.
Today’s guests: Nannette Hechler-fayd’herbe, Bank Lombard Odier EMEA CIO; Jeff Currie, Carlyle Group Energy Pathways Chief Strategy Officer; Phoenix Kalen, Societe Generale; Nigel Wilson, Former Legal & General Group CEO
Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:01:56 – Nannette Hechler-fayd’herbe, Bank Lombard Odier EMEA CIO
00:10:16 – Jeff Currie, Carlyle Group Energy Pathways Chief Strategy Officer
00:19:39 – Headlines
00:20:20 – Mario Draghi’s EU Competitiveness Report due today
00:25:48 – Nigel Wilson, Former Legal & General Group CEO
00:35:56 – Trump pledges ‘100% tariffs’ if countries shun US dollar
00:37:04 – Tariffs, trade wars in focus amid US election
00:38:12 – Trump leads Harris by one point in latest polls
00:38:48 – Apple to unveil iPhone 16
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