From Trade Deals to Gold’s New Floor
Markets are rallying – but is the optimism built on shaky ground?
In the latest Investment Brief Podcast, Shard Capital’s Stewart Abrahart and Ernst Knacke explore the growing disconnect between bullish sentiment and the underlying macro data.
In this episode, they discuss:
- What global trade deals really mean for growth and inflation
- Why the Fed remains paralysed – and what it signals for rate cuts
- The disconnect between China’s slowdown and market sentiment
- Why India and Latin America are gaining ground with global investors
- Gold’s breakout and the new structural floor for pricing
Listen in on the conversation below 👇🏼
Recorded on the 30th July 2025
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