The move away from large cap technology companies towards small cap and more cyclical names remains the big theme in the markets and led to a broad sell-off in US equities yesterday. Meanwhile in Europe, the European Central Bank decided to leave its main refinancing rate unchanged at 4.25% at its meeting yesterday. Across Asia, equities have largely struggled today, with the Hang Seng Index leading regional declines. Tim Gagie, Head of FX & PM Solutions in Geneva, joins the show today to share his thoughts on the recent moves in gold, the US dollar, the Japanese yen and the Swiss franc.

00:00 Introduction by Helen Freer (Investment Writing)

00:48 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:14 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

11:34 Closing remarks by Helen Freer (Investment Writing)

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