Moving Markets

The US inflation data was certainly the most important news item yesterday - the US stock market seesawed in reaction to the data and then ended in the green. While market participants are now speculating on the future interest rate path of the US Federal Reserve, they are slowly but surely turning their attention to the earnings season, which kicks off today with the usual big US banks. Tim Gagie, Head of FX & PM Solutions in Geneva, shares his thoughts on currency markets, and our Head of Next Generation Research, Carsten Menke, gives an update on stablecoins.

00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)
03:35 FX update by Tim Gagie (Head of FX & PM Solutions Geneva)
06:38 Digital assets update by Carsten Menke (Head of Next Generation Research)
10:00 Closing remarks by Lucija Caculovic (Investment Writing)

Show Notes

The US inflation data was certainly the most important news item yesterday - the US stock market seesawed in reaction to the data and then ended in the green. While market participants are now speculating on the future interest rate path of the US Federal Reserve, they are slowly but surely turning their attention to the earnings season, which kicks off today with the usual big US banks. Tim Gagie, Head of FX & PM Solutions in Geneva, shares his thoughts on currency markets, and our Head of Next Generation Research, Carsten Menke, gives an update on stablecoins.

00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)
03:35 FX update by Tim Gagie (Head of FX & PM Solutions Geneva)
06:38 Digital assets update by Carsten Menke (Head of Next Generation Research)
10:00 Closing remarks by Lucija Caculovic (Investment Writing)

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.