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French assets stabilised after last week's rout and the S&P 500 hit its 30th all-time high this year, while Indian equities also hit new highs after their election blues. Nvidia's rally this year is making life difficult for technology sector ETFs. The Reserve Bank of Australia left interest rates unchanged at its meeting today, but a rate hike was discussed. Bitcoin is at its lowest level in a month, but remains well within its trading range since March. Tim Gagie, Head of FX & PM Solutions Geneva, talks about the Swiss franc, which is caught between a likely rate cut and safe-haven demand amid French election uncertainty.
00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Mike Rauber (Investment Writing)
07:22 FX and metals update by Tim Gagie (Head of FX & PM Solutions Geneva)
12:14 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
French assets stabilised after last week's rout and the S&P 500 hit its 30th all-time high this year, while Indian equities also hit new highs after their election blues. Nvidia's rally this year is making life difficult for technology sector ETFs. The Reserve Bank of Australia left interest rates unchanged at its meeting today, but a rate hike was discussed. Bitcoin is at its lowest level in a month, but remains well within its trading range since March. Tim Gagie, Head of FX & PM Solutions Geneva, talks about the Swiss franc, which is caught between a likely rate cut and safe-haven demand amid French election uncertainty.
00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Mike Rauber (Investment Writing)
07:22 FX and metals update by Tim Gagie (Head of FX & PM Solutions Geneva)
12:14 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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