Moving Markets: Daily News

Following a strong start to the week, markets took a step back yesterday as investors continued to digest the implications of the US election outcome. With key events on the horizon – including a slew of earnings reports and the release of US inflation data later today – traders are cautious about the potential for further interest rate cuts by the Federal Reserve. Joining us to provide expert analysis on how these developments are shaping their respective markets are Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy. They share insights into their latest rating changes in response to the shifting US political landscape.

00:00 Introduction by Lucija Caculovic (Investment Writing)
00:34 Markets wrap-up by Jan Bopp (Investment Writing)
05:58 Fixed income rating changes: Dario Messi (Head of Fixed Income Research)
10:52 Upgrade cyclicals and financials: Mathieu Racheter (Head of Equity Strategy)
15:07 Closing remarks by Lucija Caculovic (Investment Writing)

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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.