Amid the noise surrounding Donald Trump’s policies and potential tariffs, European equities have been quietly shining, defying expectations with several robust trading sessions. Investors in Europe seem to be shrugging off trade tensions and there are even signs that the Russia-Ukraine conflict may be easing. Elsewhere, Indian Prime Minister Narendra Modi made headlines at a joint press conference with Donald Trump, outlining bold plans to significantly increase bilateral trade between India and the US. On the commodities front, oil looks set to snap a three-week losing streak, while gold is on track for its seventh consecutive weekly gain. In this episode, we’re joined by Tim Gagie, Head of FX Advisory & Execution Geneva, for a deep dive into currencies and metals.
00:00 Introduction by Helen Freer (Investment Writing)
00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:31 FX and metals: Tim Gagie (Head of FX & PM Solutions Geneva)
12:22 Closing remarks by Helen Freer (Investment Writing)
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