Earnings strength versus AI volatility and commodity jitters
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The current earnings season is seeing some bright spots, such as the Swiss luxury retailer Richemont and the US asset manager BlackRock. US producer prices came in below expectations, continuing to ease inflation concerns. In Asia, a rotation continues from this year's winners, Japan and South Korea, towards laggards such as Hong Kong, while South Korean regulators announced plans to address volatility linked to leveraged ETFs tied to SK Hynix and Samsung Electronics. The US dollar stabilised after recent weakness and sterling rose to a one-year high. Meanwhile, Norbert Rücker, Head of Economics and Next Generation Research, discusses why oil continues to flow through the Strait of Hormuz despite renewed regional tensions, why European natural gas prices remain elevated, and why gold has been largely unmoved by softer inflation data.
- (00:00) - Introduction: Helen Freer, Product & Investment Content
- (00:27) - Markets wrap-up: Mike Rauber, Product & Investment Content
- (07:00) - Commodities update: Norbert Rücker, Head of Economics & Next Generation Research
- (13:18) - Closing remarks: Helen Freer, Product & Investment Content
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- 0:00Introduction: Helen Freer, Product & Investment Content
- 0:27Markets wrap-up: Mike Rauber, Product & Investment Content
- 7:00Commodities update: Norbert Rücker, Head of Economics & Next Generation Research
- 13:18Closing remarks: Helen Freer, Product & Investment Content