Daniel Straus’ Top Picks for August 21, 2024

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Daniel Straus’ Top Picks for August 21, 2024
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Top picks from Daniel Straus, managing director, ETF Research, National Bank of Canada Financial markets

Daniel Straus, head of ETF Research and Strategy at National Bank Financial, discusses her outlook for the markets.Global financial markets experienced significant turbulence earlier this month. An unexpected rate hike by the Bank of Japan threatened to narrow the gap between Japan and the U.S. interest rates, triggering an unwinding of the yen carry trade and resulting in a global equity selloff on Aug. 5.

National Bank’s economics and strategy team is comfortable maintaining an overweight in gold bullion and gold stocks. The price of gold bullion has reached a new high, driven by increased market volatility and a weakening of the U.S. dollar in anticipation of rate cuts.

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