About this episode
After 17 years, the Bank of Japan has become the last global central bank to end its negative interest rate policy, but the JPY is lower as some expected even more policy tightening. US equities outperformed on strength in AI names, in particular Alphabet. Nvidia unveiled a new chip that is up to 30 times faster than its predecessor. Demand for high yield bonds remains strong despite low spreads. Oil has moved above its range from earlier in the year amid supply concerns. Manuel Villegas from Next Generation Research talks about how the price of Bitcoin has become a function of demand for the new spot Bitcoin ETFs. 00:00 Introduction by Helen Freer (Investment Writing) 00:27 Markets wrap-up by Mike Rauber (Investment Writing) 07:16 Digital assets update by Manuel Villegas (Next Generation Research) 10:00 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 wherever you get your podcasts.