Artwork

Indhold leveret af Adventurous Media and Julius Baer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adventurous Media and Julius Baer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

The rotation continues

14:00
 
Del
 

Manage episode 451393349 series 3360361
Indhold leveret af Adventurous Media and Julius Baer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adventurous Media and Julius Baer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

European equities enjoyed a strong day yesterday, while Wall Street had a moderately positive day, marked by a rotation out of tech stocks and into more cyclical sectors such as financials, industrials and retail. Elsewhere, Gary Gensler announced his resignation as Chairman of the US Securities and Exchange Commission as of 20 January 2025. Treasury yields rose across the curve as investors digested mixed economic data and comments from Federal Reserve policymakers. In Asia, Japanese stocks led the way following the release of Japan's October CPI and preliminary PMI figures. Commodities also posted gains, with oil and gold prices rising amid escalating geopolitical tensions. Bitcoin, meanwhile, is marching towards the USD 100,000 mark. Joining us today to break down the latest developments in the world of currencies is David Meier, Senior Economist.

00:00 Introduction by Helen Freer (Investment Writing)

00:27 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:57 Currencies update - USD, EUR, CHF: David Meier (Senior Economist)

12:44 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

664 episoder

Artwork
iconDel
 
Manage episode 451393349 series 3360361
Indhold leveret af Adventurous Media and Julius Baer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adventurous Media and Julius Baer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

European equities enjoyed a strong day yesterday, while Wall Street had a moderately positive day, marked by a rotation out of tech stocks and into more cyclical sectors such as financials, industrials and retail. Elsewhere, Gary Gensler announced his resignation as Chairman of the US Securities and Exchange Commission as of 20 January 2025. Treasury yields rose across the curve as investors digested mixed economic data and comments from Federal Reserve policymakers. In Asia, Japanese stocks led the way following the release of Japan's October CPI and preliminary PMI figures. Commodities also posted gains, with oil and gold prices rising amid escalating geopolitical tensions. Bitcoin, meanwhile, is marching towards the USD 100,000 mark. Joining us today to break down the latest developments in the world of currencies is David Meier, Senior Economist.

00:00 Introduction by Helen Freer (Investment Writing)

00:27 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:57 Currencies update - USD, EUR, CHF: David Meier (Senior Economist)

12:44 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

664 episoder

All episodes

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning

Lyt til dette show, mens du udforsker
Afspil