Geopolitics vs central bank easing

Global markets were mixed yesterday as geopolitical tensions between Israel and Iran offset investor optimism driven by central bank easing. This was also reflected in US and European equities, which were little changed on the day. The USD gained on strong employment figures and safe-haven demand. OpenAI raised USD 6.6 billion in funding, valuing the company at USD 157 billion, and Nvidia shares rose after hours on strong demand for its chips. In Japan, stocks are higher on a weaker JPY following comments from the new prime minister. Sophie Altermatt, Macro Research, talks about China's new stimulus measures and whether they are enough to revive the economy.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by Mike Rauber (Investment Writing)07:40 Latest developments in China: Sophie Altermatt (Macro & Next Generation Research)12:49 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 wherever you get your podcasts.