The major US and European stock indices only moved slightly, but the reaction to earnings surprises was very strong, including that of stocks such as ARM, SoftBank, Disney and L'Oreal, to name but a few. US Treasury Secretary Janet Yellen addressed concerns about the US commercial real estate market and focused on non-bank mortgage lenders. Bitcoin is showing strong gains as the new ETFs in the US are seeing steady inflows. Thomas Caflisch, Head of FX & PM Solutions, talks about how to invest in currencies when FX markets are calm.

00:00 Introduction by Helen Freer (Investment Writing)

00:21 Markets wrap-up by Mike Rauber (Investment Writing)

06:52 Currencies and metals by Thomas Caflisch (Head of FX & PM Solutions)

08:55 Closing remarks by Helen Freer (Investment Writing)

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