About this episode
The Bank of Canada joined the Reserve Bank of Australia by resuming rate hikes yesterday. Following the surprise 25-basis-point hike, US Treasury bonds sold off. India’s government bonds also sold off despite the central bank there not hiking rates, but the Sensex stock index is heading towards record highs. Japan’s government bond yields also rose following news that Japan’s economy grew an annualised 2.7% in Q1 this year, higher than the expected 1.9%. Our Head of Next Generation Research, Carsten Menke, joins the show to update us on the iron ore market, and Nicolas Jordan, from the CIO Strategy & Investment Analysis team, provides the latest thoughts from our Investment Committee. 00:14 Introduction by Helen Freer (Investment Writing) 00:44 Markets wrap-up by Bernadette Anderko (Investment Writing) 03:34 Iron ore update by Carsten Menke (Head of Next Generation Research) 06:43 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis) 09:18 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 your favourite podcast player.