- Видео 71
- Просмотров 40 652
9 TO 5 Live
Добавлен 2 окт 2023
Daily financial market news and views. Invitees are professional market investors including; fund managers, wealth managers, economists, strategists and academics.
Disclaimer:
We may or may not agree with the opinions provided. Opinions are provided in good faith and reflect the invitee's market sentiment at a precise moment and in reaction to market movements.
These opinions do not constitute investment advice and we recommend that you do your research before making investment decisions.
Disclaimer:
We may or may not agree with the opinions provided. Opinions are provided in good faith and reflect the invitee's market sentiment at a precise moment and in reaction to market movements.
These opinions do not constitute investment advice and we recommend that you do your research before making investment decisions.
PBOC stimulus measures have boosted Chinese stocks
PBOC stimulus measures make Chines stocks increase by 16% in one week.
But the Renmimbi is down 12% in the same period.
One child policy and ageing population are a difficult headwinds and so are the Covid lockdown restrictions on consumer confidence.
Will China export its way out of trouble. What does this mean for Western economies and the value of the Yuan.
Is this the right time to jump into Chinese stocks again ?
Is this the beginning or the end of the BRICS currency?
But the Renmimbi is down 12% in the same period.
One child policy and ageing population are a difficult headwinds and so are the Covid lockdown restrictions on consumer confidence.
Will China export its way out of trouble. What does this mean for Western economies and the value of the Yuan.
Is this the right time to jump into Chinese stocks again ?
Is this the beginning or the end of the BRICS currency?
Просмотров: 21
Видео
Gold is surging. Is it too late to buy?
Просмотров 43014 часов назад
Francois Savary. Mark Williams. Gold purchases by POBC and other central banks. Middle East tensions. War in Ukraine. Consistent over-spending by major economies. USA deficit is growing by $1Trillion every 100 days. Can Gold still fulfill its role in times of inflation. Macro and monetary and fiscal considerations are all pushing gold higher. What is next target for gold over the next 12 months ?
The Fed kicks-off new rates easing cycle aggressively
Просмотров 34День назад
Federal reserve Jay Powell Cites risk to economy of maintaining real high interest rates and seeks to support the economy and the job market. Sectors to watch include small and mid-caps. USD may weaken slightly but not significantly so. Yen weakening following the announcement was surprising but probably a technical movement. China may benefit from lowering of US interest rates if it supports t...
Does data justifying big rate cuts make the market risk-off ?
Просмотров 5514 дней назад
Francois Savary, Mark Williams discuss the weeks latest market questions. Joseph Stiglitz thinks the Fed is behind the curve and needs to make deep rate cuts. China exports show sharp increase especially to Europe. Is this caused by price dumping or by demand ? WTI Crude is nearly down to 2023 lows:- Due to supply or demand ? Yield curve back to normal. How sustainable is this ? ECB expected to...
Swiss start-ups are World-Class
Просмотров 1,9 тыс.28 дней назад
Daniel Bertholet www.4seeventures.ch Gives his appraisal of current Swiss VC opportunities Swiss scientific research and engineering are on a par with the best in the World thanks to high achieving scientific and technical academia judged to be amongst the best. Venture capital ( VC ) from around the World including USA appreciate Swiss expertise in DeepTech and are actively leading funding rou...
Shipping is compelling now
Просмотров 1,6 тыс.28 дней назад
www.nrp.no/mam/ Wilhelm Magelssen explains the pushes and pulls on the shipping market. Shipping is a perfect market influenced by demand and supply and deals are awarded following auctions. But what does influence the demand ? And then what influences demand ? Geopolitics has a role as does emerging markets but is is more compicated than that. More importantly current market conditions are def...
US economy is heading for a soft-landing. What next ?
Просмотров 6128 дней назад
Francois Savary, Mark Williams discuss the outlook for a gentle touch-and-go US economic cycle or the Goldilocks scenario. China and Germany could derail this beautiful expectation. So could the debt overhang. How to position your portfolio if you favour the soft-landing scenario and what important numbers are expected this week. ( Manufacturing PMI and Non Farm Payrolls). USD will continue to ...
The Fed signals rate cuts. What now and how does it affect the markets ?
Просмотров 67Месяц назад
Jay Powell very clearly signalled he was happy about the fight against inflation and is now concentrating on supporting the economy and the job market. How much will Efed cut rates in September ? What does this say about the state of the economy? Soft landing or hard landing?, Goldman Sachs sees high chance of a recession in 2025. 2024 job creations were revised downwards. Historically, new int...
What will Jay Powell announce after Jackson Hole
Просмотров 32Месяц назад
Jackson Hole, Jay Powell will announce on Friday morning the summary of Federal Reserve members conclusions on the subject of:- Reasessing effectiveness and transmission of monetary policy. Goldman Sachs sees 20% chance of US recession. We discuss emerging market currencies and why they are rising against the basket of currencies. The soft landing scenario is back. Chapter 11 filings are at a 1...
Market volatility provides opportunities
Просмотров 43Месяц назад
Francois Savary, Mark Williams @9to5live Magnificent 7 underperformed, indexes are are experiencing a welcome broadening of stock performance participation. Bonds performing the role of diversification in stock downswings. CPI, and PPI this week all eyes on the Fed and its September rates decision. Japan is a victim of the Yen strength and USD/Yen could go to 135. Others see fair value at 100. ...
These alternative asset classes are interesting now
Просмотров 1,7 тыс.Месяц назад
www.siglo.ch Christoph Gort, Co-Founder of Siglo Capital Advisors AG Some of the alternative strategies that Siglo provides advice on and their merits in current market conditions. Infrastructure, ILS Insurance linked securities, private debt, systematic and trend following funds, long volatility investments and short term reversal trends. City of Zurich Pension Fund www.pkzh.ch
Can Magnificent 7 continue to match and beat expectations ?
Просмотров 3712 месяца назад
Can Magnificent 7 continue to match and beat expectations ?
Japanese US bond investors have large unrealised losses and may need to sell
Просмотров 7173 месяца назад
Japanese US bond investors have large unrealised losses and may need to sell
Invest in the football transfer market
Просмотров 3 тыс.3 месяца назад
Invest in the football transfer market
President Macron French snap elections has spooked the markets
Просмотров 353 месяца назад
President Macron French snap elections has spooked the markets
US Non Farm Payrolls delay Fed rate cuts expectations
Просмотров 5163 месяца назад
US Non Farm Payrolls delay Fed rate cuts expectations
Thematic asset allocation and why it is so compelling
Просмотров 1,5 тыс.3 месяца назад
Thematic asset allocation and why it is so compelling
Far right election gains could be a drag on European economic development
Просмотров 403 месяца назад
Far right election gains could be a drag on European economic development
Should we rotate from growth stocks to value stocks ?
Просмотров 1164 месяца назад
Should we rotate from growth stocks to value stocks ?
Albanian and North Macedonian Private Equity and Venture Capital Opportunities.
Просмотров 7274 месяца назад
Albanian and North Macedonian Private Equity and Venture Capital Opportunities.
List and trade your firm's shares on your company website using Akionariat AG
Просмотров 6244 месяца назад
List and trade your firm's shares on your company website using Akionariat AG
Recent US economic numbers have been softer than expected. Is this a cause for concern
Просмотров 2464 месяца назад
Recent US economic numbers have been softer than expected. Is this a cause for concern
Soft Landing Scenario Reinforced by US Job Creation Numbers
Просмотров 9224 месяца назад
Soft Landing Scenario Reinforced by US Job Creation Numbers
The Reality of Moody's Expected Downgrade on French Government Debt
Просмотров 1,7 тыс.5 месяцев назад
The Reality of Moody's Expected Downgrade on French Government Debt
Are stagflation fears replacing the soft landing scenario ?@9to5live
Просмотров 2,5 тыс.5 месяцев назад
Are stagflation fears replacing the soft landing scenario ?@9to5live
Even by Chines standards the stock market rally has been surprising. Is the PBOC intervening ?
Highly absorbing, thank you both.
Glad you appreciate
Definitely very useful video! Well done
So kind of you.
I will pass on your kind words to Francois
Thank you once again Francois Savary for your insights into the current surge in gold prices
Most absorbing insight into latest US financial trends. Thank you Mark and François.
So sweet. Thank you
Thank you once again Francois Savary for deciphering the announcement of a new interest rate cycle and explaining what it means for the markets and how we should be positioned to benefit from it.
Thanks Mark for our chat !
The pleasure is all mine.
Thank you Daniel Bertholet for sharing your insights. www.4seeventures.ch
Thank you Wilhelm Magelssen www.nrp.no/mam for sharing your thoughts on the current shipping situation
Thanks once again Christoph Gort www.siglo.ch for sharing your insights
I love these short video formats. Thank you to Samir Lakkis for explaining football financing
Excellent and timely as always. Thank you Mark and François.
Thank you for being such consistent support
The current batch of data no longer requires date , it requires action. Recession may be around the corner. Thanks Mark et François.
Yes I tend to agree with you. recession is a looming risk
Meanwhile, defensive stocks are performing well. Big tech is taking a breather.
Great interview! It's amazing to see how Swiss start-ups are gaining recognition on the global stage. The insights shared here really showcase the innovative spirit and quality of Swiss entrepreneurs. Thanks for highlighting these success stories!
And it is just the start methinks
That has to be worth sharing with your friends
Thank you for this insightful interview about the Swiss market.
You are more than welcome
And don't forget to forward this to your friends
Hello, I have seen your videos, your videos are very beautiful, but your videos do not have many views because none of your videos are properly SEO. If you do SEO in your videos then your videos will organically gain views and channel subscribers
I know. I think I deserve more views too
@@9to5live yes sir. You contact me
@@9to5live yes sir. You contact me
@@9to5live yes sir You contact me
@@9to5live please contact me
Very interesting topic!
Thank you 😇
Great job
Thank you Zuzizs
Very interesting video
Thank you Miss
Very good 👍🏽
Thats what we think
Thank you Zuzizs
Really useful insight into Swiss venture capital. Thank you both.
Thank you. Stay tuned
Thank you Daniel Bertholet for sharing your insights with us
Thanks Mark for the interview. Swiss start-ups are really worlclass and the ecosystem will go from strength to strength in coming years
The pleasure was all mine and I hope ythere will be follow-ups on your future investments
I appreciate this very detailed video! 👌🏽
It is an interesting subject I agree
Great video 🎉🎉
Ahhh, i thought you would like this one
And you haven't seen the shipping one yet😂
Fascinating and detailed look at the Shipping Market, most worthwhile.
Thanky ou so much
9 to 5 LIve providing an absorbing start to the week as usual! Well done.
Thank you so much.
RDV every Monday morning🙂
Thank you Wilhelm Magelssen for very kindly participating in our video and explaining the dynamics of the current shipping market
Current shipping costs are high and professionals describe it as a supply driven market. Whatch this video to see why.
But maybe if the perfect soft-landing occurs, then rate cuts don't have to be as deep as anticipated.. To be discussed...
Most worthwhile, especially on US dollar trends, thank you.
I was surprised by the answers Francois gave
Great minds on this Monday morning , thanks for that. Let’s wait for the revised jobs report from the bureau of labor due the 6th of September.
The market will be watching that quite closely true
Interesting topics 👍🏽
We would like to think so
Francois Savary has always maintained that the Fed will cut rates in September and not before. Since a year now.. That is pretty good economic forecasting. He also favours a 0,25% cut rather than 0,5%. Let's see
Most worthwhile, particularly on US economic trends. Thank you both.
Welcome back. Thank you
Great job 👏🏽
Thank you Zuzizs. Welcome back from holidays
The theme of Jackson Hole week is :- 'Reasessing the effectiveness and transmission of monetary policy.'. What does that mean ?
What will Jay Powell announce in his Summary on Friday moring ?
Most useful and timely, particularly on China. Thank you both.
I think so too. Thank you
Thanks again François ! Very interesting
Every Monday Morning !😊
Intersting input from Francois Savary after a very interesting week for the markets
Great video , very interesting
Thank you Regina
Great video 🎉
Welcome back and thank you
Highly absorbing and so useful. Thank you.
I am glad you found it useful
This is such an important conversation
Well thank you Liv, and you are right especially in the current volatile market environment
i would like to thank Christoph Gort co-founder of Siglo capital advisors AG www.siglo.ch for taking the time to share his insights into various alternative asset classes. Christoph is based in Zurich Switzerland.
Welcome back Francois! Nice to see you back Mark. Interesting topic
So Kind of you. How were your holidays ?
Welcome back! Always a great start to the week.
Thank you, enjoy your return from holidays too
The end of the Yen carry trade really is a game changer.