Moving Markets

US and Asian stock markets closed fairly flat yesterday and overnight, with only Hong Kong seeing any meaningful gains, based on local news reporting of further covid restrictions being lifted. Investors now await more economic data this week for clues on what to expect from the US Federal Reserve next week. Amidst the oil, gas and coal headlines dominating the newswires, Norbert Rücker, Head of Macro and Next Generation Research, updates us on global energy markets. Nicolas Jordan from the CIO Office fills us in on the investment committee’s thoughts about year-end.

00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:57 Global energy situation by Norbert Rücker (Head of Macro & Next Generation Research)
07:41 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
09:13 Closing remarks by Bernadette Anderko (Investment Writing)

Show Notes

US and Asian stock markets closed fairly flat yesterday and overnight, with only Hong Kong seeing any meaningful gains, based on local news reporting of further covid restrictions being lifted. Investors now await more economic data this week for clues on what to expect from the US Federal Reserve next week. Amidst the oil, gas and coal headlines dominating the newswires, Norbert Rücker, Head of Macro and Next Generation Research, updates us on global energy markets. Nicolas Jordan from the CIO Office fills us in on the investment committee’s thoughts about year-end.

00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:57 Global energy situation by Norbert Rücker (Head of Macro & Next Generation Research)
07:41 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
09:13 Closing remarks by Bernadette Anderko (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.