Monday’s European and US equity rally sullied by new trade war actions

President Trump’s Sunday post – “Don’t worry about China, it will all be fine” – boosted stock markets yesterday, with further positive AI-specific headlines also providing fuel to a rally that saw the main indices clawing back a good part of their losses from Friday’s sell-off. News overnight that China is imposing curbs on American units of South Korean shipbuilder Hanwha Ocean Co. have seen markets in Asia retreat and US futures drop. Gold and silver were the winners, yet again. Manuel Villegas, Next Generation Research, joins the podcast today to bring an update on Bitcoin, explaining why crypto assets are also impacted by geopolitical risks.

• (00:00) - Introduction: Jan Bopp, Product & Investment Content
• (00:31) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
• (06:04) - Digital assets update: Manuel Villegas, Next Generation Research
• (09:19) - Closing remarks: Jan Bopp, Product & Investment Content

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