China's massive stimulus package has boosted markets, sending the CSI 300 index to a gain of 15.7% last week. This has also lifted export-oriented European equities and industrial metals. Meanwhile, inflation data came in below expectations, and investors await key releases this week, including the US jobs report and eurozone inflation data. Markus Wachter from our Technical Analysis team is also on today’s show and he talks about why he expects further weakness of the US dollar and more upside for Chinese equities and gold.

00:00 Introduction by Helen Freer (Investment Writing)

00:24 Markets wrap-up by Jan Bopp (Investment Writing)

06:17 Technical Analysis update by Markus Wachter (Technical Analysis Research)

08:15 Closing remarks by Helen Freer (Investment Writing)

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