Episode Details
Back to EpisodesLower than expected US inflation and a subtle shift in China’s zero-Covid policy fire up markets
Description
Equities rallied, the USD fell, and bond yields plunged following a report that US inflation rose less than expected in October. This morning, a subtle shift in China’s zero-Covid policy towards more targeted and scientific implementation is adding fuel to Asian equities. Carsten Menke, Head of Next Generation Research, speaks about gold, which has rallied sharply from mid-week lows. Philipp Lienhardt, Head of Equity Research, provides a comprehensive sector-by-sector overview of this year’s Q3 earnings releases.
00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:07 Gold update by Carsten Menke (Head of Next Generation Research)
06:41 Earning season update by Philipp Lienhardt (Head of Equity Research)
13:36 Closing remarks by Mike Rauber (Investment Writing)