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The S&P 500, Dow Jones and Nasdaq indices are all up more than 6% in November, with the Nasdaq climbing 9.8%. Stocks were buoyed further yesterday after US inflation data revealed a 0.5% drop in the PPI index for October. Markets in Asia were lower overnight following disappointing Chinese home price data. Good news came from the Presidents of China and the US agreeing to resume high-level military communication. Carsten Menke, Head of Next Generation Research, explains why a little more patience is needed before copper prices go higher, and Nicolas Jordan, CIO Strategy & Investment Analysis, provides the latest news from our Investment Committee.
00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)
05:32 Copper update by Carsten Menke (Head of Next Generation Research)
10:13 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
13:38 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 your favourite podcast player.
By Julius Baer5
44 ratings
The S&P 500, Dow Jones and Nasdaq indices are all up more than 6% in November, with the Nasdaq climbing 9.8%. Stocks were buoyed further yesterday after US inflation data revealed a 0.5% drop in the PPI index for October. Markets in Asia were lower overnight following disappointing Chinese home price data. Good news came from the Presidents of China and the US agreeing to resume high-level military communication. Carsten Menke, Head of Next Generation Research, explains why a little more patience is needed before copper prices go higher, and Nicolas Jordan, CIO Strategy & Investment Analysis, provides the latest news from our Investment Committee.
00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)
05:32 Copper update by Carsten Menke (Head of Next Generation Research)
10:13 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
13:38 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 your favourite podcast player.

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