About this episode
US equity indices rose modestly yesterday following relatively subdued inflation data. However, the rebound, that was driven primarily by the performance of the Magnificent Seven, was short-lived, while European markets continued to outpace their US counterparts. As the possibility of a US government shutdown this Saturday looms, investor sentiment remains cautious. Also on the show today is our Group Chief Investment Officer, Yves Bonzon, who offers valuable insights into the current market landscape. Additionally, Norbert Rücker, Head of Economics and Next Generation Research, provides an update on the shifting dynamics in the oil market. 00:00 Introduction by Helen Freer (Investment Writing) 00:34 Markets wrap-up by Roman Canziani (Head of Investment Writing) 07:07 Update from our Group CIO: Yves Bonzon (Group CIO) 12:59 Commodities update: Norbert Rücker (Head of Economics & Next Generation Research) 17:26 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.