August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US tariffs. Silver is breaking the USD 40 an ounce level – for the first time since 2011 – boosted by supply constraints and rising demand from the clean energy sector. After tech profit-taking last week and ongoing political risks in France, investors face a seasonally weak September with pivotal US labour market data due on Friday and the anticipation of US rate cuts later in the month. Mensur Pocinci, Head of Technical Analysis, notes that declining US corporate bond yields bodes well for US stocks, while gold and silver offer further upside.

• (00:00 ) - Introduction: Helen Freer, Product & Investment Content
  


• (00:28 ) - Markets wrap-up: Mike Rauber, Product & Investment Content
  


• (06:23 ) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  


• (09:16 ) - Closing remarks: Helen Freer, Product & Investment Content

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