The equity market rally is continuing ahead of the Easter break, while fixed income markets are a little less euphoric following Federal Reserve Governor Waller’s comments that recent economic data does not warrant as many interest rate cuts as expected. Carsten Menke, Head of Next Generation Research, argues that sentiment in the gold market is overly bullish.

00:00 Introduction by Helen Freer (Investment Writing)

00:24 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:17 Gold by Carsten Menke (Head of Next Generation Research)

10:53 Closing remarks by Helen Freer (Investment Writing)

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