The Bank of England and the European Central Bank both kept rates unchanged yesterday, signalling a cautious but data‑dependent stance even as inflation trends diverge on either side of the Channel. European equities finished broadly lower on the back of a busy earnings day, while in the US a third straight sell‑off pushed the S&P 500 into negative territory for the year. Crypto joined the risk‑off trend, while silver remained the standout story in commodities after back‑to‑back plunges and an overnight rebound that left volatility high. In corporate news, Rio Tinto and Glencore scrapped their merger discussions. Today we are joined by Richard Tang, Head of Research Hong Kong, for an update on Asian tech stocks, and by Tim Gagie, Head of FX Advisory in Geneva, for the latest on metals and currencies.
- (00:00) - Introduction: Helen Freer, Product & Investment Content
- (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
- (08:30) - Asia equity update: Richard Tang, Head of Research Hong Kon
- (15:49) - FX & metals update: Tim Gagie, Head of FX/PM PB Geneva g
- (20:27) - Closing remarks: Helen Freer, 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.
