AI optimism drives stock markets higher

Nvidia delivered sterling results yesterday, topping analysts’ expectations for earnings per share, revenue and the forecast for quarterly sales. Stock markets globally rallied with tech and AI stocks benefitting disproportionately. US treasuries stabilised in Asian trading, having recovered some ground in the US session on Wednesday following softer-than-expected PMI data. Norbert Ruecker, Head of Macro and Next Generation Research, provides insights into the current ups and downs of European energy prices and Nicolas Jordan shares how our Investment Committee expects the Jackson Hole Symposium to unfold.  00:00 Introduction by Helen Freer (Investment Writing)00:33 Markets wrap-up by Bernadette Anderko (Investment Writing)05:59 European energy market update by Norbert Rücker (Head of Macro & Next Generation Research)09:08 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)11:38 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.