Markets are anticipating a more hawkish lean before Jackson Hole

China is stepping up stimulus spending with a further 1 trillion yuan. Federal Reserve Chair Jerome Powell is due to speak on Friday, with the market anticipating a more hawkish lean to his comments. Carsten Menke, our Head of Next Generation Research, shares his views on industrial metals and Nicolas Jordan from the CIO talks about what it means as markets are waiting for the next rate hike. 00:09 Introduction and markets wrap by Alexander Petersen (Investment Writing) 02:50 Industrial metals by Carsten Menke (Head of Next Generation Research) 05:40 IC Meeting Update by Nicolas Jordan (CIO Strategy & Investment Analysis) 09:29 Closing remarks by Alexander Petersen (Investment Writing)