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In this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership and constructive earnings, as well as recent developments in gold and currencies. As narratives shift quickly, what should investors focus on next?
Recorded on 18 February 2026.
https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
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면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Rothschild & Co Wealth Management Switzerland에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
