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A pause in the post-election party?

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Manage episode 450301853 series 3360361
Innhold levert av Adventurous Media and Julius Baer. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adventurous Media and Julius Baer eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

US equities stumbled yesterday, in contrast with a more positive day for European markets. The shift comes as investors reassess the likelihood of a Federal Reserve rate cut in December, following a speech by Chairman Jerome Powell that suggested the economy was not sending any signals that would necessitate a rush to cut rates. Meanwhile, some ‘Trump trades’ have begun to unwind as investors continue to navigate the post-election landscape. In commodities, both oil and gold are feeling the pinch of a stronger US dollar. Joining us today to break down the latest developments in the currency and metals markets is Tim Gagie, Head of FX & PM Solutions in Geneva.

00:00 Introduction by Helen Freer (Investment Writing)

00:27 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:51 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

12:24 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

605 episoder

Artwork
iconDel
 
Manage episode 450301853 series 3360361
Innhold levert av Adventurous Media and Julius Baer. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adventurous Media and Julius Baer eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

US equities stumbled yesterday, in contrast with a more positive day for European markets. The shift comes as investors reassess the likelihood of a Federal Reserve rate cut in December, following a speech by Chairman Jerome Powell that suggested the economy was not sending any signals that would necessitate a rush to cut rates. Meanwhile, some ‘Trump trades’ have begun to unwind as investors continue to navigate the post-election landscape. In commodities, both oil and gold are feeling the pinch of a stronger US dollar. Joining us today to break down the latest developments in the currency and metals markets is Tim Gagie, Head of FX & PM Solutions in Geneva.

00:00 Introduction by Helen Freer (Investment Writing)

00:27 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:51 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

12:24 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

605 episoder

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