There were no big movements in the major US markets yesterday after the major indices in Europe all ended the day in the red. The US dollar has weakened ahead of US Q4 GDP data that comes out later today and the PCE inflation measure that is due out tomorrow. Norbert Ruecker, Head of Macro & Next Generation Research, shares his latest insights on the energy markets, and Nicolas Jordan, CIO Strategy & Investment Analysis, provides details on the latest discussions with regard to the bank’s investment strategy.
00:14 Introduction and markets wrap-up by Helen Freer (Investment Writing)
03:40 Update on energy by Norbert Rücker (Head of Macro & Next Generation Research)
07:18 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
10:12 Closing remarks by Helen Freer (Investment Writing)