Market's AI darlings stumble, Japanese yen rallies

Equity investors are having a tough few days as one after another of the darlings of the past 18 months or so report disappointing Q2 earnings or issue profit warnings. Meanwhile, the Japanese yen is staging an impressive comeback ahead of next week's Bank of Japan meeting. Carsten Menke, Head of Next Generation, gives us his view on the major industrial metals.00:00 Introduction by Bernadette Anderko (Investment Writing)00:21 Markets wrap-up by Roman Canziani (Head of Investment Writing)07:42 Industrial Metals update by Carsten Menke (Head of Next Generation Research)12:08 Closing remarks by Bernadette Anderko (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.