Has the market rotation hit a turning point?

The sell-off in large-cap tech companies seemed to have found a pause yesterday, with a Magnificent 7 ETF rising for the second day in a row. This week’s earnings reports from major US tech firms will be crucial in determining whether they can bounce back from last week’s losses. Meanwhile, in fixed income, companies are scrambling to secure funding ahead of this week’s pivotal central bank meetings. On today’s show, we’re joined by Tim Gagie, Head of FX & PM Solutions in Geneva, who sheds some light on the recent turbulence in precious metals and the significant carry unwind. We’re also joined by Manuel Villegas from Next Generation Research, who provides an update on the latest developments in the world of crypto.

00:00 Introduction by Helen Freer (Investment Writing)

00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:00 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)

11:20 Digital assets update by Manuel Villegas (Next Generation Research)

14:52 Closing remarks by Helen Freer (Investment Writing)

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