26.10.26 John Lockton Sandstone Insights
John Lockton from Sandstone Insights discusses the current state of the ASX and global markets, focusing on the impact of central bank actions, geopolitical tensions, and earnings outlooks. John also weighs in on the upcoming bank reporting season in Australia.
Chapters
00:00 Market Overview and Influences
01:12 Central Bank Actions and Economic Data
03:43 Geopolitical Tensions and Market Sentiment
05:50 US Midterms and Investor Outlook
08:10 ASX Performance and Earnings Expectations
The skinny
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