Episode Details

While the US labour market remains resilient despite a modest increase in initial jobless claims, concerns are growing about a potential stagflation scenario in the US. Meanwhile, in Europe, eurozone consumer sentiment improved slightly in February, albeit from a low base, and UK retail sales beat expectations. In Asia, markets digested news that Japan's inflation rate hit a two-year high of 4%, but Alibaba's robust quarterly earnings boosted Chinese stocks. Joining us today are Tim Gagie, Head of FX & PM Solutions in Geneva, with a deep dive on currencies and metals, and Cheng Hin Saw, Head of Equities Specialists Asia, with insights on China.

00:00 Introduction by Jan Bopp (Investment Writing)

00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:25 FX and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

11:53 Update on China: Cheng Hin Saw (Head of Equities Specialists Asia)

16:41 Closing remarks by Jan Bopp (Investment Writing)

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