Moving Markets

Markets are now pricing in an 89% chance of a rate cut by the Fed next week after November private payrolls data surprised, revealing 32,000 jobs were cut (instead of the expected 40,000 added). US indices closed marginally higher on the day, with Asian markets following suit. Japan’s 30-year government bond auction saw good demand, but JGB yields remain high as markets anticipate a rate hike. Carsten Menke, Head of Next Generation Research, joins the podcast to talk about silver - its remarkable rally and whether it is justified, and what might happen next.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:24) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
  • (06:06) - Silver: Carsten Menke, Head of Next Generation Research
  • (09:25) - Closing remarks: Helen Freer, Product & Investment Content

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What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.