Episode Details
Back to EpisodesInvestors ditch US assets and Fed independence comes under fire
Description
Market uncertainty has taken hold, with the US dollar hitting 15-month lows, stocks plummeting – including the Nasdaq, which has entered bear market territory – and credit spreads spiking. In contrast, Asian markets remain relatively resilient, while gold and digital assets rally. To make sense of these trends, we're joined by two expert guests: Mathieu Racheter, Head of Equity Strategy, and Carsten Menke, Head of Next Generation Research. Together, we delve into the latest news across financial markets and explore what's driving investor sentiment.
00:00 Introduction: Helen Freer, Investment Writing
00:31 Markets wrap-up: Roman Canziani, Head of Investment Writing
05:55 Earnings season update: Mathieu Racheter, Head of Equity Strategy
09:57 Bitcoin and gold: Carsten Menke, Head of Next Generation Research
13:32 Closing remarks: Helen Freer, Investment Writing
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