In this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership and constructive earnings, as well as recent developments in gold and currencies. As narratives shift quickly, what should investors focus on next? 

Recorded on 18 February 2026. 

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/