Stocks rally and government bond yields drop on positive inflation reports from the US and the UK. Another catalyst for the positive mood across markets is the season's first earnings reports from several Wall Street heavyweights, which all beat estimates and provided positive outlooks. Meanwhile, gold has been quietly gaining ground, despite a strengthening US dollar. We're joined by Carsten Menke, Head of Next Generation Research, who shares his thoughts on why he believes last year's rally in the yellow metal might resume.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:10 Gold: Carsten Menke (Head of Next Generation Research)

11:27 Closing remarks by Helen Freer (Investment Writing)

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