Stocks are in for a breather on geopolitical concerns

US House Speaker Nancy Pelosi’s expected visit of Taiwan has triggered a light rally in traditional safe havens, namely US Treasuries, gold, the Swiss franc and the Japanese yen. Stock markets have not been able to hold on to their strong gains from July. David Kohl, Chief Economist, comments on the latest data with regard to economic growth in the US and Europe. 00:18 Introduction by Olivier Maris (Investment Writing) 00:45 Markets wrap by Roman Canziani (Head of Investment Writing) 04:45 Technical update by Markus Wachter (Technical Analysis) 06:32 US and Euro-area GDP by David Kohl (Chief Economist) 09:36 Closing remarks by Olivier Maris (Investment Writing)