Equity markets have suffered steep losses in recent hours on the back of better-than-expected private employment data - today's official US non-farm payrolls report for June is likely to shed further light on the resilience of the US economy. Tim Gagie, our Head of FX & PM Solutions Geneva, shares his thoughts on how these figures could impact currencies and metals. And Kelly Chia, Deputy Head of Research Asia, talks about where he sees the best investment opportunities in Asian equity markets at the moment.00:14 Introduction by Helen Freer (Investment Writing)00:44 Markets wrap-up by Roman Canziani (Investment Writing)06:54 FX update by Tim Gagie (Head of FX & PM Solutions Geneva)12:32 Market Outlook Mid-Year 2023 deep-dive – Asian Equities by Kelly Chia (Deputy Head of Asia Research)18:15 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 your favourite podcast player.