Japanese stocks lead a Tuesday turnaround after the mad Monday meltdown, reversing most of yesterday’s losses, while the yen snaps a five-day rally. Also on the show: the US and allies work to head off an Iranian attack on Israel and avert a wider regional war as Tehran says it has a right to inflict punishment; and Aramco’s second quarter profit and dividend in focus ahead of results. Guests include: Charles-Henry Monchau, Banque Syz CIO; Eyob Tekalign, Ethiopian State Minister for Finance; and Jane Foley, Rabobank, FX Strategy Head.
00:00 Intro
03:50 Japan leads the markets rebound
05:05 Charles-Henry Monchau, Banque Syz CIO
12:50 Israel-Hamas: US and allies try to avert all-out war
18:30 Eyob Tekalign, Ethiopian State Minister for Finance
26:40 Jane Foley, Rabobank, FX Strategy Head
36:04 Aramco 2Q profit and dividend in focus
42:20 Nvidia, Apple lead big tech selloff
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