Moving Markets: Daily News

Yields in Europe have come under significant pressure as inflation has collapsed across the board, with the German 10-year benchmark yield now back below 2%. Meanwhile, the relentless rally in equity markets over the past few weeks took a pause yesterday, with traders apparently taking some chips off the table ahead of the long weekend. Carsten Menke, Head of Next Generation Research, talks about our commodities outlook for 2024 and Nicolas Jordan, CIO Strategy & Investment Analysis, shares the latest thoughts from the CIO Office.

00:00 Introduction by Helen Freer (Investment Writing)
00:53 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:49 Commodities Market Outlook 2024 by Carsten Menke (Head of Next Generation Research)
12:44 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
15:58 Closing remarks by Helen Freer (Investment Writing)

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What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.