Moving Markets

A surprisingly strong US jobs report sent yields higher – most notably at the short end of the curve – and weighed on equity index performance. Market expectations have now shifted, with traders anticipating that the Federal Reserve will hold off on further rate cuts until July. Meanwhile, European equities climbed to fresh highs on the back of robust earnings. In today’s episode, Manuel Villegas from Next Generation Research joins us to share his detailed perspective on how investors should navigate the current landscape in cloud computing and artificial intelligence.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:31) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:01) - Cloud Computing & AI: Manuel Villegas, Next Generation Research
  • (13:03) - 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.