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President Emanuel Macron's call for legislative elections sends shockwaves through European financial markets. It is the big day for US inflation and the Federal Reserve's interest rate decision. Apple hits a new all-time high. China remains in a deflationary environment, while Japan's producer prices surprise to the upside. Dario Messi, Fixed Income Strategy, remains positive on peripheral European government bonds despite political uncertainty in France. Tim Gagie, Head of FX & PM Solutions Geneva, discusses the news that China's central bank has stopped buying gold (for now).
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:31 Markets wrap-up by Mike Rauber (Investment Writing)
07:25 European politics/The Fed by Dario Messi (Fixed Income Strategy)
13:32 FX and Metals update by Tim Gagie (Head FX & PM Solutions Geneva)
18:22 Closing remarks by Bernadette Anderko (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.
By Julius Baer5
44 ratings
President Emanuel Macron's call for legislative elections sends shockwaves through European financial markets. It is the big day for US inflation and the Federal Reserve's interest rate decision. Apple hits a new all-time high. China remains in a deflationary environment, while Japan's producer prices surprise to the upside. Dario Messi, Fixed Income Strategy, remains positive on peripheral European government bonds despite political uncertainty in France. Tim Gagie, Head of FX & PM Solutions Geneva, discusses the news that China's central bank has stopped buying gold (for now).
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:31 Markets wrap-up by Mike Rauber (Investment Writing)
07:25 European politics/The Fed by Dario Messi (Fixed Income Strategy)
13:32 FX and Metals update by Tim Gagie (Head FX & PM Solutions Geneva)
18:22 Closing remarks by Bernadette Anderko (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.

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