

APAC Parses Mixed US Tech Earnings, Gold in Focus
Oct 30, 2024
Adrian Zuercher, Co-head of Global Asset Allocation at UBS, and George Milling-Stanley, Chief Gold Strategist at State Street, dive into the mixed signals from U.S. tech earnings and what it means for Asian markets. They discuss gold's recent surge, driven by central bank purchases and geopolitical tensions. The duo also analyzes how upcoming elections and Fed policy might shape economic strategies, particularly in relation to gold as a safe haven. Insights into investment trends in China and India enrich the discussion, making it a crucial listen for market watchers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Elections, Markets, and Strategic Hedging
02:23 • 11min
Surging Gold: Exploring Record Prices and Market Drivers
13:49 • 2min
Gold Prices: A Perfect Storm
15:27 • 4min
Federal Reserve's Rate Cut Outlook and Economic Forecasts
19:22 • 2min
Analyzing the Future of Gold Amidst Economic Uncertainty
21:29 • 5min