Copper, chips and jobs: markets kick off the third quarter

Equity markets began the third quarter on a slightly subdued note, with semiconductor stocks coming under particular pressure. In contrast, Meta emerged as one of the standout performers yesterday, with its shares rallying on reports that the company is actively developing a cloud business aimed at selling AI computing power. Fixed income markets remained relatively calm as investors awaited one of the week’s key economic releases: the June US jobs report, due later today. In today’s episode, Carsten Menke, Head of Next Generation Research, joins us to discuss the potential implications of President Trump’s decision on copper duties and what it could mean for copper prices.

• (00:00) - Introduction: Helen Freer, Product & Investment Content
• (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
• (06:18) - Copper: Carsten Menke, Head of Next Generation Research
• (11:03) - Closing remarks: Helen Freer, Product & Investment Content

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