12 min listen
NVIDIA trumps the US central bank
ratings:
Length:
15 minutes
Released:
May 23, 2024
Format:
Podcast episode
Description
Equity markets are higher following NVIDIA's stellar results and despite news that the Federal Reserve may keep interest rates in restrictive territory for longer than expected. Carsten Menke, Head of Next Generation, explains why the latest Chinese stimulus package has little impact on industrial metals, and Nicolas Jordan from our CIO office summarises the views and positioning of the bank's investment committee.00:00 Introduction by Bernadette Anderko (Investment Writing)01:02 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:27 Impact of China’s rescue package on industrial metals by Carsten Menke (Head of Next Generation Research)10:12 Investment Committee update by Nicolas Jordan (CIO Office)13:45 Closing remarks by Bernadette Anderko (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.
Released:
May 23, 2024
Format:
Podcast episode
Titles in the series (100)
Lower than expected US inflation print triggers massive stock market rally: Surprisingly low inflation numbers for July in the US ignited a rally across risk assets yesterday. While US Treasury yields dropped only slightly, the US dollar gapped down versus most of its peers. David Kohl, our Chief Economist, shares his take-aways by Moving Markets: Daily News