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Aug 2024
11m 27s

Jerome Powell ignites risk assets – next...

JULIUS BAER
About this episode

Risk assets ended the week on a strong note after Jerome Powell made it almost certain that interest rates will be cut next month. This led to a further fall in the USD and gold closing above USD 2500 an ounce for the second week in a row. Oil prices rose on rising tensions in the Middle East, but only a little as investors seem to have become immune to short-term military exchanges in the region. Nvidia is due to report quarterly results after the US close on Wednesday - it could well shape investor sentiment given its bellwether status. Mensur Pocinci, Head of Technical Analysis Research, notes that the technical picture looks good, with the MSCI World, S&P 500 Equal Weight index and US high-yield bonds all at all-time 

00:00 Introduction by Helen Freer (Investment Writing)

00:24 Markets wrap-up by Mike Rauber (Investment Writing)

07:01 Technical Analysis by Mensur Pocinci (Head of Technical Analysis Research)

10:15 Closing remarks by Helen Freer (Investment Writing)


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