Moving Markets Higher ground – equities rise on rate hopes and merger activity
Sep 10, 2025
18:27
Stocks in the US hit another all-time high on expectations that the Federal Reserve will fight the slowdown in jobs growth with interest rate cuts. US inflation data out today and tomorrow will be the next test for markets. The Anglo/Teck ‘merger-of-equals’ creates a premier global player in copper and critical minerals. Today, we are joined by Mathieu Racheter, Head of Equity Strategy, who explains why he believes markets will grind higher into year-end, and Tim Gagie, Head of FX/PMPrivate Banking Sales Geneva, who shares his current insights on currencies and metals markets.
- (00:00) - Introduction: Helen Freer, Product & Investment Content
- (00:35) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
- (07:39) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research
- (13:03) - FX and metals: Tim Gagie, Head of FX/PM PB Geneva
- (17:14) - Closing remarks: Helen Freer, Product & Investment Content
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