Nvidia provides some fuel for a potential continuation of the AI-rally

Giant chipmaker Nvidia published an eye-watering set of results and forecasts yesterday, sparking a rally in Asian equities this morning. Meanwhile, the minutes from the Federal Reserve’s last meeting provided more fuel to those believing that interest rates will remain where they are for longer. David Kohl, Chief Economist, puts things into perspective after the latest round of inflation prints, and Nicolas Jordan updates us on the latest views from the CIO Office.

00:00 Introduction by Helen Freer (Investment Writing)

00:43 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:45 Inflation/central bank outlook in US and Switzerland by David Kohl (Chief Economist)

10:58 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)

14:56 Closing remarks by Helen Freer (Investment Writing)

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