In a surprise move, the Federal Reserve has cut its benchmark interest rate by 0.5%, kicking off its first easing cycle since the pandemic began. But unlike previous rate cuts, this decision is not a response to economic weakness – instead, it's a proactive bid to prevent future downturns. We break down what this means for markets, including stocks, bonds, gold and oil. Among the guests today are Norbert Rücker, Head of Economics & Next Generation Research, and Nicolas Jordan, CIO Office, who share their insights on the implications for investors.

00:00 Introduction by Helen Freer (Investment Writing)

00:41 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:33 Commodities – energy and gold: Norbert Rücker (Head of Economics & Next Generation Research)

11:21 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)

14:47 Closing remarks by Helen Freer (Investment Writing)

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