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Equities extend post-election rally

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Manage episode 449046243 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Global equities continued to celebrate the US election results, with European stocks joining the rally despite German Chancellor Olaf Scholz announcing potential snap elections. US equities hit new record highs yesterday, driven by technology stocks, upbeat earnings reports and another Fed rate cut. Chief Economist David Kohl expects this to be the last one for the year. And we also have Tim Gagie, Head of FX&PM Solutions Geneva, on today’s show talking about the US dollar, why he likes sterling, and the fundamentals behind this year's gold rally.

00:00 Introduction by Helen Freer (Investment Writing)

00:41 Markets wrap-up by Jan Bopp (Investment Writing)

06:06 Comments on FOMC Meeting: David Kohl (Chief Economist)

10:05 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

15:00 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

623 episodes

Artwork
iconShare
 
Manage episode 449046243 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Global equities continued to celebrate the US election results, with European stocks joining the rally despite German Chancellor Olaf Scholz announcing potential snap elections. US equities hit new record highs yesterday, driven by technology stocks, upbeat earnings reports and another Fed rate cut. Chief Economist David Kohl expects this to be the last one for the year. And we also have Tim Gagie, Head of FX&PM Solutions Geneva, on today’s show talking about the US dollar, why he likes sterling, and the fundamentals behind this year's gold rally.

00:00 Introduction by Helen Freer (Investment Writing)

00:41 Markets wrap-up by Jan Bopp (Investment Writing)

06:06 Comments on FOMC Meeting: David Kohl (Chief Economist)

10:05 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

15:00 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

623 episodes

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