Moving Markets

Markets are starting a pivotal week on the back foot, as AI-related stocks retreat following safety concerns raised by the chief executives of Anthropic and OpenAI. Investor sentiment has been further dampened by reports that OpenAI is not expected to go public this year. Meanwhile, oil prices are moving higher as tensions in the Middle East continue to escalate. Against this backdrop, attention is turning to a busy week for monetary policy, with markets bracing for interest rate hikes from both the Federal Reserve and the Bank of Japan. In today’s episode, we are joined by Mensur Pocinci, Head of Technical Analysis, who shares his views on how much further oil prices could rise and where 10-year US Treasury yields may ultimately peak.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (01:02) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:13) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (08:56) - Closing remarks: Bernadette Anderko, 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.