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It’s all about commodities, for a change

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Manage episode 486638623 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

With Trump imposing new import tariffs on steel and aluminium, prices of the two metals on the US physical market have soared, lifting shares of domestic steelmakers. However, there is still a glimmer of hope on the trade front, with reports emerging that Donald Trump and Xi Jinping are set to hold talks ‘very soon’. Meanwhile, stock markets around the world have seen some volatility as investors digest the latest manufacturing activity data. Treasury yields, which have been in the spotlight recently, remained stable overnight after strong demand was seen at a 10-year Japanese government bond auction. Joining us on the show today is Manuel Villegas from Next Generation Research, who gives us an update on digital assets.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:28) - Markets wrap-up: Lucija Caculovic, Investment Writing
  • (07:30) - Digital assets update: Manuel Villegas, Next Generation Research
  • (11:34) - Closing remarks: Helen Freer, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
  continue reading

738 episodes

Artwork
iconShare
 
Manage episode 486638623 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

With Trump imposing new import tariffs on steel and aluminium, prices of the two metals on the US physical market have soared, lifting shares of domestic steelmakers. However, there is still a glimmer of hope on the trade front, with reports emerging that Donald Trump and Xi Jinping are set to hold talks ‘very soon’. Meanwhile, stock markets around the world have seen some volatility as investors digest the latest manufacturing activity data. Treasury yields, which have been in the spotlight recently, remained stable overnight after strong demand was seen at a 10-year Japanese government bond auction. Joining us on the show today is Manuel Villegas from Next Generation Research, who gives us an update on digital assets.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:28) - Markets wrap-up: Lucija Caculovic, Investment Writing
  • (07:30) - Digital assets update: Manuel Villegas, Next Generation Research
  • (11:34) - Closing remarks: Helen Freer, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
  continue reading

738 episodes

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