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Sticky inflation becoming unstuck

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Manage episode 428487012 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.

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.

  continue reading

536 episodes

Artwork
iconShare
 
Manage episode 428487012 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.

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.

  continue reading

536 episodes

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