Chapters

• The resilience of the American consumer

  00:00

• A bold move by the US Federal Reserve

  01:14

• Structural problems in Europe

  02:08

• ECB interest rate cuts: a premature decision?

  03:20

• Fiscal and monetary stimulus measures announced in China

  04:20

• Asian markets (excluding Japan) post the best returns

  05:17

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

  06:12

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

  07:24

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

  09:32

• Climate still favourable for gold

  10:37

• Gold-mining companies lag behind, offering opportunities

  12:34