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Three themes dominated markets yesterday: earnings, AI and macro risks. Strong results boosted stocks such as Deutsche Telekom and Diageo, while disappointments weighed on several industrial and technology names. AI remained a key driver, supporting China's trade data and attracting strong demand for Alphabet's USD 25 billion bond offering. Meanwhile, Middle East tensions lifted oil prices and bond yields as investors looked ahead to today's US payrolls report for clues on Fed policy. Damian Ng, Next Generation Research, explains why success in biotechnology increasingly depends on strong innovation ecosystems. Tim Gagie, Head of FX Advisory in Geneva, discusses gold's breakout attempt, the possibility of further JPY intervention, and why expectations for USD weakness may have become overly pessimistic.
- (00:00) - Introduction: Helen Freer, Product & Investment Content
- (00:38) - Markets wrap-up: Mike Rauber, Product & Investment Content
- (06:43) - Ecosystems in Genomics: Damien Ng, Next Generation Research
- (09:12) - FX & metals update: Tim Gagie, Head of FX/PM PB Geneva
- (13:44) - Closing remarks: Helen Freer, Product & Investment Content
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- 0:00Introduction: Helen Freer, Product & Investment Content
- 0:38Markets wrap-up: Mike Rauber, Product & Investment Content
- 6:43Ecosystems in Genomics: Damien Ng, Next Generation Research
- 9:12FX & metals update: Tim Gagie, Head of FX/PM PB Geneva
- 13:44Closing remarks: Helen Freer, Product & Investment Content