Moving Markets

Optimism returns – but for how long?


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Market sentiment has shifted towards optimism once again, with the US dollar gaining strength as concerns over President Trump's potential interference with the Federal Reserve's independence have eased. A two-day stock market rally has been fuelled by hopes that the US-China trade tensions will not intensify further. Meanwhile, recent data suggests that the economy may be heading towards a stagflationary environment in the coming months. Joining us to share his insights on the volatile gold market is Carsten Menke, Head of Next Generation Research.

00:00 Introduction: Helen Freer, Investment Writing

00:24 Markets wrap-up: Roman Canziani, Head of Investment Writing

06:20 Gold: Carsten Menke, Head of Next Generation Research

10:02 Closing remarks:  Helen Freer, Investment Writing

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Moving MarketsBy Julius Baer

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