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NVIDIA trumps the US central bank

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Manage episode 419802593 series 3360361
Kandungan disediakan oleh Adventurous Media and Julius Baer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adventurous Media and Julius Baer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Equity markets are higher following NVIDIA's stellar results and despite news that the Federal Reserve may keep interest rates in restrictive territory for longer than expected. Carsten Menke, Head of Next Generation, explains why the latest Chinese stimulus package has little impact on industrial metals, and Nicolas Jordan from our CIO office summarises the views and positioning of the bank's investment committee.

00:00 Introduction by Bernadette Anderko (Investment Writing)

01:02 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:27 Impact of China’s rescue package on industrial metals by Carsten Menke (Head of Next Generation Research)

10:12 Investment Committee update by Nicolas Jordan (CIO Office)

13:45 Closing remarks by Bernadette Anderko (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

494 episod

Artwork
iconKongsi
 
Manage episode 419802593 series 3360361
Kandungan disediakan oleh Adventurous Media and Julius Baer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adventurous Media and Julius Baer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Equity markets are higher following NVIDIA's stellar results and despite news that the Federal Reserve may keep interest rates in restrictive territory for longer than expected. Carsten Menke, Head of Next Generation, explains why the latest Chinese stimulus package has little impact on industrial metals, and Nicolas Jordan from our CIO office summarises the views and positioning of the bank's investment committee.

00:00 Introduction by Bernadette Anderko (Investment Writing)

01:02 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:27 Impact of China’s rescue package on industrial metals by Carsten Menke (Head of Next Generation Research)

10:12 Investment Committee update by Nicolas Jordan (CIO Office)

13:45 Closing remarks by Bernadette Anderko (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

494 episod

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