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Geopolitics vs central bank easing

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Manage episode 443332197 series 3360361
Conteúdo fornecido por Adventurous Media and Julius Baer. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Adventurous Media and Julius Baer ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Global markets were mixed yesterday as geopolitical tensions between Israel and Iran offset investor optimism driven by central bank easing. This was also reflected in US and European equities, which were little changed on the day. The USD gained on strong employment figures and safe-haven demand. OpenAI raised USD 6.6 billion in funding, valuing the company at USD 157 billion, and Nvidia shares rose after hours on strong demand for its chips. In Japan, stocks are higher on a weaker JPY following comments from the new prime minister. Sophie Altermatt, Macro Research, talks about China's new stimulus measures and whether they are enough to revive the economy.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Mike Rauber (Investment Writing)

07:40 Latest developments in China: Sophie Altermatt (Macro & Next Generation Research)

12:49 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 wherever you get your podcasts.

  continue reading

572 episódios

Artwork
iconCompartilhar
 
Manage episode 443332197 series 3360361
Conteúdo fornecido por Adventurous Media and Julius Baer. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Adventurous Media and Julius Baer ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Global markets were mixed yesterday as geopolitical tensions between Israel and Iran offset investor optimism driven by central bank easing. This was also reflected in US and European equities, which were little changed on the day. The USD gained on strong employment figures and safe-haven demand. OpenAI raised USD 6.6 billion in funding, valuing the company at USD 157 billion, and Nvidia shares rose after hours on strong demand for its chips. In Japan, stocks are higher on a weaker JPY following comments from the new prime minister. Sophie Altermatt, Macro Research, talks about China's new stimulus measures and whether they are enough to revive the economy.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Mike Rauber (Investment Writing)

07:40 Latest developments in China: Sophie Altermatt (Macro & Next Generation Research)

12:49 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 wherever you get your podcasts.

  continue reading

572 episódios

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