US economic data showed a mixed picture and the S&P 500 ended the day flat. Weakness in healthcare insurance names was offset by gains in financials and semiconductors. The ECB cut interest rates by 25 basis points, as expected, with eurozone stocks rising. The Swiss Market Index also gained, led by Nestle as it unveiled a corporate realignment. China shares are ending a volatile week higher, after the central bank provided more details on the stock buyback program. The yen weakened, while gold surged above USD 2,700 an ounce, up over 30% this year, on its way to its best annual performance since 1979. Tim Gagie, FX & PM Solutions Geneva, also takes up gold in his comments, pondering what investors can consider doing now.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:31 Markets wrap-up by Mike Rauber (Investment Writing)

07:19 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

11:47 Closing remarks by Bernadette Anderko (Investment Writing)

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US stocks soared on strong earnings reports, with small caps leading the charge. Could this be a sign of a broader market rally? Meanwhile, European markets saw a mixed bag, with luxury stocks feeling the pinch. Our expert guest, Carsten Menke, Head of Next Generation Research, shares his insights on why a potential correction in the gold price could be a buying opportunity. Tune in for analysis and commentary on the markets that matter.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:45 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:44 Gold’s latest rally: Carsten Menke (Head of Next Generation Research)

11:06 Closing remarks by Bernadette Anderko (Investment Writing)

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Global equities fell after weak orders and a disappointing guidance from chipmaker ASML dragged down the entire tech sector, wiping USD 420 billion off the sector’s market capitalisation. Energy companies were hit by falling oil prices after the Washington Post reported that Israel has no plans to target Iran’s oil facilities. US banks continued to report solid earnings. Dario Messi, Head of Fixed Income Research, joins today’s episode to talk about what to expect from tomorrow’s ECB decision. And we have Mathieu Racheter, Head of Equity Strategy, on the show to give us more details on the recent earnings reports.

00:00 Introduction by Lucija Caculovic (Investment Writing)

00:34 Markets wrap-up by Jan Bopp (Investment Writing)

05:47 Fixed income update: Dario Messi (Head of Fixed Income Research)

10:23 Earnings season update: Mathieu Racheter (Head of Equity Strategy)

14:06 Closing remarks by Lucija Caculovic (Investment Writing)

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