NVIDIA trumps the US central bank
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Description
Equity markets are higher following NVIDIA's stellar results and despite news that the Federal Reserve may keep interest rates in restrictive territory for longer than expected. Carsten Menke, Head of Next Generation, explains why the latest Chinese stimulus package has little impact on industrial metals, and Nicolas Jordan from our CIO office summarises the views and positioning of the bank's investment committee.
00:00 Introduction by Bernadette Anderko (Investment Writing)
01:02 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:27 Impact of China’s rescue package on industrial metals by Carsten Menke (Head of Next Generation Research)
10:12 Investment Committee update by Nicolas Jordan (CIO Office)
13:45 Closing remarks by Bernadette Anderko (Investment Writing)
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