Markets braced themselves for Nvidia’s Q2 results yesterday with the top three indices all closing lower on the day. Nvidia then delivered results that beat expectations, but apparently not by enough and the stock fell more than 8% in after-hours trading. The impact was felt globally by the rest of the tech universe. In today’s special episode we also hear from our Group CIO, Yves Bonzon, who talks about his views on markets after elevated volatility this month, the Fed, where the question is no longer if they will cut interest rates, but by how much, and gold, which continues to rise to new all-time highs. Norbert Rucker also provides a timely update on the state of the energy markets.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)

05:09 Market update, the Fed and gold (pre-recorded): Yves Bonzon (Group CIO)

13:58 Energy markets – update on oil and gas: Norbert Rücker (Head of Economics & Next Generation Research)

18:36 Closing remarks by Helen Freer (Investment Writing)

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