About this episode
US inflation comes in as expected, solidifying interest rate cut hopes ahead of the Fed's policy decision next week. Equity markets breathe a sigh of relief, with technology names leading the charge, while the ECB and SNB prepare to announce rate decisions amidst growing growth concern. And we have Carsten Menke, Head of Next Generation Research, and Nicolas Jordan, CIO Office, on the show to talk about the comeback of central bank gold buying and why it was a difficult year for Swiss equities. 00:00 Introduction by Mike Rauber (Investment Writing) 00:37 Markets wrap-up by Jan Bopp (Investment Writing) 05:23 Gold: Carsten Menke (Head of Next Generation Research) 09:37 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis) 14:26 Closing remarks by Mike Rauber (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.