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Sticky inflation becoming unstuck
Manage episode 428487012 series 3360361
Bond markets rallied as signs of US disinflation reinforced bets the Fed will cut rates in September. This led to heavy profit-taking in the big tech space and a strong rotation into previously unloved stocks, which pulled the S&P 500 lower, while small caps jumped higher. And Tim Gagie, Head of FX & PM Solutions Geneva, also joins the show. He talks about the strength in gold, the weak US dollar and what’s behind the recent rise of the yen.
00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Jan Bopp (Investment Writing)
05:38 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva
10:29 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.
536 episodes
Manage episode 428487012 series 3360361
Bond markets rallied as signs of US disinflation reinforced bets the Fed will cut rates in September. This led to heavy profit-taking in the big tech space and a strong rotation into previously unloved stocks, which pulled the S&P 500 lower, while small caps jumped higher. And Tim Gagie, Head of FX & PM Solutions Geneva, also joins the show. He talks about the strength in gold, the weak US dollar and what’s behind the recent rise of the yen.
00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Jan Bopp (Investment Writing)
05:38 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva
10:29 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.
536 episodes
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