Episode Details
Back to EpisodesStrong earnings and dovish Fed speak support markets
Description
US banks kick off the earnings season with strong beats, while European luxury companies such as Richemont impress with better-than-expected sales. Comments from Fed official Waller on potential rate cuts in 2025 boost investor sentiment, supporting equities and pushing yields lower against a backdrop of robust but slightly softer US economic data. We have Bence Boldvai from our FX & PM Solutions team on the show to talk about the currency market and the particularities of the gold market.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:27 Markets wrap-up by Jan Bopp (Investment Writing)
06:13 FX and metals: Bence Boldvai (FX & PM Advisory)
09:50 Closing remarks by Bernadette Anderko (Investment Writing)
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