Moving Markets

The S&P 500, Dow Jones and Nasdaq indices are all up more than 6% in November, with the Nasdaq climbing 9.8%. Stocks were buoyed further yesterday after US inflation data revealed a 0.5% drop in the PPI index for October. Markets in Asia were lower overnight following disappointing Chinese home price data. Good news came from the Presidents of China and the US agreeing to resume high-level military communication.  Carsten Menke, Head of Next Generation Research, explains why a little more patience is needed before copper prices go higher, and Nicolas Jordan, CIO Strategy & Investment Analysis, provides the latest news from our Investment Committee.

00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)
05:32 Copper update by Carsten Menke (Head of Next Generation Research)
10:13 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
13:38 Closing remarks by Helen Freer (Investment Writing)

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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.