US equities were lower again in yesterday’s afternoon session, with a drop in orders at European semiconductor company ASML Holdings weighing on technology stocks. US and Asian authorities are pushing back against USD strength and oil is lower on ample US supply. Stocks are in the green this Thursday morning, supported by some upbeat earnings results and comments from Christine Lagarde that Europe's economy is nearing the end of its malaise. Carsten Menke, Head of Next Generation Research, talks about the impact of new sanctions imposed by the UK and US on Russian industrial metals. Tim Gagie, Head of FX&PM Solutions Geneva, comments on the Swiss franc's recent recovery and much more.

00:00 Introduction by Helen Freer (Investment Writing)

00:33 Markets wrap-up by Mike Rauber (Investment Writing)

07:31 Impact of sanctions on Russian metals by Carsten Menke (Head of Next Generation Research)

10:50 FX and metals by Tim Gagie (Head of FX & PM Solutions Geneva)

14:56 Closing remarks by Helen Freer (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.