Adjusting the dial - Perspectives

What this episode covers

In this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership and constructive earnings, as well as recent developments in gold and currencies. As narratives shift quickly, what should investors focus on next? Recorded on 18 February 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

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Frequently Asked Questions

How long is this episode of Perspectives?

This episode is 13 minutes long.

When was this Perspectives episode published?

This episode was published on February 19, 2026.

What is this episode about?

In this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership and constructive earnings, as well as recent developments in gold and...

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