Episode 74: What earnings season is telling us about the global economy

Podcast: Bridge Talks Business with Milford · Milford

Opublikowano: 2026-05-05

Accelerating AI investment and resilient tech demand were standout themes from the latest earnings season. Frances Sweetman, Milford’s Head of Global Equity Research, talks with Ryan Bridge about the biggest take-outs, including early signals on consumer spending and inflation, how geopolitical risks are filtering through to sentiment and costs, and what’s driving the latest bouts of volatility. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require finan...