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Global equities are rallying on yesterday's lighter-than-expected US Consumer Price Index data, with investors snapping up stocks and riskier currencies. The data has led traders to raise their bets that the Fed will cut its policy rate at least twice this year. And after a recent rally in copper prices, Carsten Menke, Head of Next Generation Research, discusses whether the copper market has moved too far, too fast.
00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Jonti Warris (Investment Writing)
06:51 Copper update by Carsten Menke (Head of Next Generation Research)
11:38 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.
By Julius Baer5
44 ratings
Global equities are rallying on yesterday's lighter-than-expected US Consumer Price Index data, with investors snapping up stocks and riskier currencies. The data has led traders to raise their bets that the Fed will cut its policy rate at least twice this year. And after a recent rally in copper prices, Carsten Menke, Head of Next Generation Research, discusses whether the copper market has moved too far, too fast.
00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Jonti Warris (Investment Writing)
06:51 Copper update by Carsten Menke (Head of Next Generation Research)
11:38 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.

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