Moving Markets: Daily News

• Fed sparks equity rally but big tech stumbles

  Equities rallied broadly following the Federal Reserve’s post-rate-cut communication, though big tech underperformed amid concerns over valuations and leverage. At the same time, precious and industrial metals regained investor attention as the US dollar weakened and expectations for Chinese stimulus grew. Today, we’re joined by Tim Gagie, Head of FX Advisory in Geneva, who shares his insights on the recent dynamics in currency and metal markets.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:08) - FX and metals update: Tim Gagie, Head of FX/PM PB Geneva (10:41) - Closing remarks: Helen Freer, Product & Investment Content 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.

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• The Fed cuts again

  The US Federal Reserve cuts rates to 3.5%–3.75% but three dissenting members signal deepening divisions. It surprises with a new bond buying programme to start in the coming days. US small caps moved to an all-time high, US Treasury yields dipped, and the USD fell. Yet, Oracle’s outlook and additional financing needs are unsettling investors. Nasdaq futures and Asian technology stocks are lower. In Japan, strong demand at a 20-year bond auction eases yield pressures. With a record high in silver and gold close to its recent highs, Carsten Menke, Head of Next Generation Research, delivers our outlook on the two metals following the Fed decision.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:56) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:21) - Gold and silver: Carsten Menke, Head of Next Generation Research (11:05) - Closing remarks: Helen Freer, Product & Investment Content 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.

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• It’s Fed day!

  We’ll finally get the last monetary policy decision of the year from the US central bank today and a 25 basis point cut is firmly priced in. Almost more important will be the dot plot, economic projections, and comments from Jerome Powell after the main event. Global equity markets have been relatively muted in the last 24 hours aside from some company specific news that you can catch up on in today’s podcast. Strong earnings growth and an accommodative Fed are a strong backdrop going forwards, as detailed by Mathieu Racheter, Head of Equity Strategy Research, who also provides more clarity on his recent downgrade of Industrials to Neutral. He even provides a sneak peek at his preferred sectors for 2026.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (05:52) - Equity market update and industrials downgrade: Mathieu Racheter, Head of Equity Strategy Research (11:15) - Closing remarks: Helen Freer, Product & Investment Content 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.

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• Markets tread water ahead of Fed decision as M&A frenzy heats up

  Financial markets were largely subdued yesterday, as investors awaited tomorrow’s pivotal Fed rate decision. But the corporate world was anything but quiet with Paramount challenging Netflix in the hostile bid for Warner Bros Discovery. Asian markets were mixed, oil prices eased on hopes for progress in Ukraine, and gold dipped ahead of the Fed decision. In tech, President Trump surprised markets by allowing Nvidia to export its H200 chips to China. Joining us today is Damien Ng from Next Generation Research, who shares the latest developments in Alzheimer’s research and provides an update on the extended longevity investment theme.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (05:43) - Alzheimer’s developments & update on longevity investment view: Damien Ng, Next Generation Research (10:00) - Closing remarks: Bernadette Anderko, Product & Investment Content 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.

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• Stocks continue to edge higher

  Equities ended the week higher with US personal consumption expenditure data signalling easing inflation and bolstering expectations of a Fed rate cut this week. Meanwhile, Netflix’s blockbuster USD 72 billion Warner Bros. Discovery acquisition could shake up the streaming and entertainment landscape if approved. Joining today’s show is Markus Wachter from our Technical Analysis team. He talks about the outlook for the US dollar; gold, silver, and copper, and why he expects a year-end rally for equities.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:27) - Markets wrap-up: Jann Bopp, Product & Investment Content (06:09) - Technical Analysis update: Markus Wachter, Technical Analysis (08:16) - Closing remarks: Bernadette Anderko, Product & Investment Content 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.

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