About this episode
Stocks around the globe fell for a third day and bond yields rose, as traders trimmed their bets on rate cuts by the Fed after stronger-than-expected US retail sales data. Fed swaps are now showing the probability of a rate cut in March at just 58%, versus 90% for May. Carsten Menke, Head of Next Generation Research, gives an update on industrial metals and the Chinese economy. And Nicolas Jordan, CIO Strategy and Investment Analysis, talks to us about external shocks in markets and the outlook for the global economy. 00:00 Introduction by Helen Freer (Investment Writing) 00:33 Markets wrap-up by Jonti Warris (Investment Writing) 06:15 China/Iron ore by Carsten Menke (Head of Next Generation Research) 10:32 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis) 13:05 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.