US CPI data, revealing that headline prices increased more than expected in December while core inflation fell, disappointed equity markets on Thursday.  A US/UK airstrike on Houthi rebels in Yemen added to inflationary concerns although it did provide a boost to oil prices. Markets are now turning their attention to the US earnings season. Tim Gagie, Head of FX & PM Solutions Geneva, and Mathieu Racheter, Head of Equity Strategy, provide timely updates on what’s hot and what’s not in the FX and equity markets as we start the year.

00:00 Introduction by Helen Freer (Investment Writing)

00:33 Markets wrap-up by Bernadette Anderko (Investment Writing)

06:30 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)

12:24 Market Outlook 2024 – Equities by Mathieu Racheter (Head of Equity Strategy)

16:06 Closing remarks by Helen Freer (Investment Writing)

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