Global equities continued to celebrate the US election results, with European stocks joining the rally despite German Chancellor Olaf Scholz announcing potential snap elections. US equities hit new record highs yesterday, driven by technology stocks, upbeat earnings reports and another Fed rate cut. Chief Economist David Kohl expects this to be the last one for the year. And we also have Tim Gagie, Head of FX&PM Solutions Geneva, on today’s show talking about the US dollar, why he likes sterling, and the fundamentals behind this year's gold rally.

00:00 Introduction by Helen Freer (Investment Writing)

00:41 Markets wrap-up by Jan Bopp (Investment Writing)

06:06 Comments on FOMC Meeting: David Kohl (Chief Economist)

10:05 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

15:00 Closing remarks by Helen Freer (Investment Writing)

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