Episode Details

The release of US and European inflation data eased concerns about renewed price pressures, pushing bond yields lower and giving a boost to US equities in particular, with the S&P 500 and Nasdaq closing at all-time highs. But the real star of February in terms of monthly equity performance was Asia, with Japan (also at an all-time high) and China outperforming global equities. And India just raised its growth forecast to 7.6%, the strongest figure among the major economies. In Switzerland, there was a surprise announcement that the chairman of the Swiss National Bank, Thomas Jordan, has decided to step down. Tim Gagie, Head of FX & PM Solutions in Geneva, talks about how, contrary to some perceptions, range-bound currency markets are quite attractive.

00:00 Introduction by Helen Freer (Investment Writing)

00:24 Markets wrap-up by Mike Rauber (Investment Writing)

06:13 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)

10:17 Closing remarks by Helen Freer (Investment Writing)

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