Following yesterday’s US inflation data, which came in marginally higher than expectations, today it’s the turn of the European Central Bank to decide whether the unprecedented surge in eurozone inflation has fallen enough to warrant a pause in its tightening cycle. Our Head of Equity Strategy, Mathieu Racheter, shares his insights into the European and US equity market dynamics. And Tim Gagie, Head of FX & PM Solutions Geneva, provides an update on currencies and precious metals.

00:00 Introduction by Helen Freer (Investment Writing)

00:37 Markets wrap-up by Jonti Warris (Investment Writing)

06:08 Equities: Eurozone vs US by Mathieu Racheter (Head of Equity Strategy)

08:30 Currencies and metals update by Tim Gagie (Head of FX & PM Solutions Geneva)

13:33 Closing remarks by Helen Freer (Investment Writing)

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