Yesterday the US raised rates by 25 basis points in line with market expectations, and gave no hints as to whether a further hike will take place on September 20th. Markets took the news in their stride and Asian stocks rallied this morning. Today it’s the ECB’s turn and they are also expected to raise rates by 25bps. With oil settling above USD 80 a barrel, Norbert Ruecker, Head of Macro and Next Generation Research, shares his thoughts on where the bullishness is coming from, and Nicolas Jordan updates us on the latest views from the CIO Office. 

00:14 Introduction by Helen Freer (Investment Writing)
00:46 Markets wrap-up by Bernadette Anderko (Investment Writing)
06:28 Commodities update by Norbert Rücker (Head of Macro & Next Generation Research)
09:57 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
12:50 Closing remarks by Helen Freer (Investment Writing)

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