About this episode
Both the US and China have announced CPI inflation data in the last 24 hours and the headline numbers showed inflation moderating. The market reaction was muted with tech stocks being the main beneficiaries; the US dollar weakened, and US Treasuries rallied. Traders are now focused on whether a solution to the US debt default possibility can be found before 1st June. Norbert Rücker, Head of Macro & Next Generation Research, provides an update on the hydrogen market, and from the CIO office, Nicolas Jordan gives us an insight into what’s currently top-of-mind for the investment committee. 00:14 Introduction by Helen Freer (Investment Writing) 00:40 Markets wrap-up by Bernadette Anderko (Investment Writing) 05:38 Hydrogen by Norbert Rücker (Head of Macro & Next Generation Research) 09:45 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis) 12:43 Closing remarks by Helen Freer (Investment Writing)