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Gold breaks records as markets pause

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Manage episode 512224247 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Global equity markets paused after a strong rally, with US equities dipping slightly and bringing an end to a seven-day winning streak as Oracle’s weak cloud margins raised concerns about profitability in AI infrastructure. European stocks remained flat, though French luxury brands outperformed. Airbus broke a major commercial barrier when its A320 family of planes overtook the Boeing 737 to become the most delivered jetliner in history. In currencies, the yen and euro weakened amid political shifts, while the US dollar strengthened. Meanwhile, gold surged past USD 4000 per ounce, continuing its record-breaking run. To talk about what is behind the recent rally and the outlook for this precious metal, we are joined by Carsten Menke, Head of Next Generation Research. Also on the show today is Richard Tang, Head of Research Hong Kong, who shares his insights on Japan and China – and what recent developments mean for global investors.

  • (00:00) - Introduction: Lucija Caculovic, Product & Investment Content
  • (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (05:56) - Gold: Carsten Menke, Head of Next Generation Research
  • (10:17) - Japan & China: Richard Tang, Head of Research Hong Kong
  • (16:21) - Closing remarks: Lucija Caculovic, Product & Investment Content

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.

  continue reading

835 episodes

Artwork
iconShare
 
Manage episode 512224247 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Global equity markets paused after a strong rally, with US equities dipping slightly and bringing an end to a seven-day winning streak as Oracle’s weak cloud margins raised concerns about profitability in AI infrastructure. European stocks remained flat, though French luxury brands outperformed. Airbus broke a major commercial barrier when its A320 family of planes overtook the Boeing 737 to become the most delivered jetliner in history. In currencies, the yen and euro weakened amid political shifts, while the US dollar strengthened. Meanwhile, gold surged past USD 4000 per ounce, continuing its record-breaking run. To talk about what is behind the recent rally and the outlook for this precious metal, we are joined by Carsten Menke, Head of Next Generation Research. Also on the show today is Richard Tang, Head of Research Hong Kong, who shares his insights on Japan and China – and what recent developments mean for global investors.

  • (00:00) - Introduction: Lucija Caculovic, Product & Investment Content
  • (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (05:56) - Gold: Carsten Menke, Head of Next Generation Research
  • (10:17) - Japan & China: Richard Tang, Head of Research Hong Kong
  • (16:21) - Closing remarks: Lucija Caculovic, Product & Investment Content

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.

  continue reading

835 episodes

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