Technology in the lead again
Jun 26, 2025•15 min
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Episode description
Nvidia hits new all-time high and NATO members pledge to boost defence spending to 5% of GDP. The EUR/USD currency pair briefly surpasses 1.17 on a report that US president Trump wants to nominate a new Fed chair as early as September. The US Federal Housing Finance Agency is exploring ways to let Fannie Mae and Freddie Mac consider crypto holdings in mortgage approvals. Carsten Menke, Head of Next Generation Research, notes gold is undergoing a short-term mood-driven consolidation. Nicolas Jordan, CIO Investment Analysis, identifies the gold uptrend and USD downtrend as the most pronounced price patterns in the first half of 2025.
- (00:00) - Introduction: Bernadette Anderko, Investment Writing
- (00:34) - Markets wrap-up: Mike Rauber, Investment Writing
- (05:59) - Gold update: Carsten Menke, Head of Next Generation Research
- (10:05) - Update from the CIO Office: Nicolas Jordan, CIO Investment Analysis
- (14:09) - Closing remarks: Bernadette Anderko, Investment Writing
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