US growth continues to surprise on the upside

Equities kept their positive momentum yesterday, with the S&P 500 closing at another record high and yields falling across the entire yield curve amid softer US price data and a more dovish than expected ECB. Tim Gagie, Head of FX & PM Solutions Geneva, shares his thoughts on what this means for FX markets and suggests taking advantage of increased volatility, while Nenad Dinic from our Equity Strategists team gives us an update on the Q4 earnings season and why he still prefers US over European equities.

00:00 Introduction by Lucija Caculovic (Investment Writing)

00:42 Markets wrap-up by Jan Bopp (Investment Writing)
06:46 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)

11:38 Earnings season update by Nenad Dinic (Equity Strategy)

15:19 Closing remarks by Lucija Caculovic (Investment Writing)

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