About this episode
US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs has increased the likelihood of a US recession from 20% to 35%. Asian markets are feeling the strain of tariff uncertainty, with stocks declining, the Japanese yen strengthening, and gold at an all-time high. Also in focus this week: Friday's US jobs report, which may signal a cooling labour market. Meanwhile, Mensur Pocinci, Head of Technical Analysis, discusses the S&P 500, gold, and the US dollar amidst a risk-off backdrop in the markets. 00:00 Introduction by Helen Freer (Investment Writing) 00:28 Markets wrap-up by Mike Rauber (Investment Writing) 08:29 Technical Analysis update: Mensur Pocinci (Head of Technical Analysis) 11:13 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.