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Politics and inflation remain in focus

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Manage episode 426038652 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.

A batch of underwhelming data out of the US keeps rate cut expectations for the Fed alive. While that helped US yields to trade lower in yesterday’s session, European yields remained steady for the most part ahead of this Sunday’s first round of parliamentary elections in France. The political uncertainty continued to weigh on equities in Europe, while their US counterparts ended the day higher, with the Magnificent 7 cohort closing at a new record. Tim Gagie, Head of FX & PM Solutions Geneva, talks about what is going on in FX markets and explains why it might be a good idea to protect your gains in gold.

00:00 Introduction by Helen Freer (Investment Writing)

00:21 Markets wrap-up by Jan Bopp (Investment Writing)

05:51 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

10:42 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

537 episodes

Artwork
iconShare
 
Manage episode 426038652 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.

A batch of underwhelming data out of the US keeps rate cut expectations for the Fed alive. While that helped US yields to trade lower in yesterday’s session, European yields remained steady for the most part ahead of this Sunday’s first round of parliamentary elections in France. The political uncertainty continued to weigh on equities in Europe, while their US counterparts ended the day higher, with the Magnificent 7 cohort closing at a new record. Tim Gagie, Head of FX & PM Solutions Geneva, talks about what is going on in FX markets and explains why it might be a good idea to protect your gains in gold.

00:00 Introduction by Helen Freer (Investment Writing)

00:21 Markets wrap-up by Jan Bopp (Investment Writing)

05:51 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

10:42 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

537 episodes

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