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US growth continues to surprise on the upside
US growth continues to surprise on the upside
ratings:
Length:
16 minutes
Released:
Jan 26, 2024
Format:
Podcast episode
Description
Equities kept their positive momentum yesterday, with the S&P 500 closing at another record high and yields falling across the entire yield curve amid softer US price data and a more dovish than expected ECB. Tim Gagie, Head of FX & PM Solutions Geneva, shares his thoughts on what this means for FX markets and suggests taking advantage of increased volatility, while Nenad Dinic from our Equity Strategists team gives us an update on the Q4 earnings season and why he still prefers US over European equities.00:00 Introduction by Lucija Caculovic (Investment Writing)00:42 Markets wrap-up by Jan Bopp (Investment Writing)06:46 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)11:38 Earnings season update by Nenad Dinic (Equity Strategy)15:19 Closing remarks by Lucija Caculovic (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.
Released:
Jan 26, 2024
Format:
Podcast episode
Titles in the series (100)
Trailer: Trailer episode for the new show Moving Markets by Julius Baer, coming soon. by Moving Markets: Daily News