Go offline with the Player FM app!
Rotation continues ahead of key US inflation data
Manage episode 430812164 series 3360361
Beyond the dominant theme of investors rotating out of technology and into small-cap stocks, another interesting trend has emerged: a shift from growth stocks to value stocks. Meanwhile, despite a widespread decline in business confidence across the eurozone, some upbeat earnings reports have managed to stand out. In the Asia-Pacific region, markets largely rebounded today, although Taiwan was a notable exception. Joining today’s show is Tim Gagie, Head of FX & Portfolio Management Solutions in Geneva, who shares his insights on a potential carry trade unwind and the key drivers behind precious metals markets this week.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:31 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:52 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)
11:26 Closing remarks by Bernadette Anderko (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.
548 episodes
Manage episode 430812164 series 3360361
Beyond the dominant theme of investors rotating out of technology and into small-cap stocks, another interesting trend has emerged: a shift from growth stocks to value stocks. Meanwhile, despite a widespread decline in business confidence across the eurozone, some upbeat earnings reports have managed to stand out. In the Asia-Pacific region, markets largely rebounded today, although Taiwan was a notable exception. Joining today’s show is Tim Gagie, Head of FX & Portfolio Management Solutions in Geneva, who shares his insights on a potential carry trade unwind and the key drivers behind precious metals markets this week.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:31 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:52 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)
11:26 Closing remarks by Bernadette Anderko (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.
548 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.