Moving Markets: Daily News

The latest US inflation figures for July sent stocks soaring to new all-time highs once again. With a 25 basis-point rate cut in September now widely anticipated by market participants, expectations are running high. In contrast, European markets underperformed due to disappointing economic data from Germany. Joining us today are Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy Research. Dario shares his rationale for why he doesn't foresee any significant yield spikes, while Mathieu provides insight into the challenges facing the pharmaceutical sector and the shifting landscape of market leadership in Europe.

  • (00:00) - Introduction: Jan Bopp, Product & Investment Content
  • (00:37) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:29) - Fixed Income: Dario Messi, Head of Fixed Income Research
  • (12:34) - Equities: Mathieu Racheter, Head of Equity Strategy Research
  • (18:10) - Closing remarks: Jan Bopp, Product & Investment Content

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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.