Chapters

• The resilience of the American consumer

  0sec

• A bold move by the US Federal Reserve

  1min

• Structural problems in Europe

  2min

• ECB interest rate cuts: a premature decision?

  3min

• Fiscal and monetary stimulus measures announced in China

  4min

• Asian markets (excluding Japan) post the best returns

  5min

• Is there scope for the Asian markets to rally further?

  6min

• Equities see the start of a rotation in the third quarter

  7min

• Budget deficits at the root of the bond market’s difficulties

  9min

• Climate still favourable for gold

  10min

• Gold-mining companies lag behind, offering opportunities

  12min