Moving Markets

Both equities and bonds have had a bad start to the week on rising fears of Federal Reserve Chair Jerome Powell delivering a hawkish message at the Jackson Hole Symposium where he is scheduled to speak on Friday. The euro stays under pressure after falling to a two-decade low versus the US dollar yesterday. Mathieu Racheter, our Head of Equity Strategy, shares his views on equity markets going forward.

00:09 Introduction and markets wrap by Roman Canziani (Head of Investment Writing)
04:18 Equity markets outlook by Mathieu Racheter (Head of Equity Strategy)
06:18 Closing remarks by Roman Canziani (Head of Investment Writing)

Show Notes

Both equities and bonds have had a bad start to the week on rising fears of Federal Reserve Chair Jerome Powell delivering a hawkish message at the Jackson Hole Symposium where he is scheduled to speak on Friday. The euro stays under pressure after falling to a two-decade low versus the US dollar yesterday. Mathieu Racheter, our Head of Equity Strategy, shares his views on equity markets going forward.

00:09 Introduction and markets wrap by Roman Canziani (Head of Investment Writing)
04:18 Equity markets outlook by Mathieu Racheter (Head of Equity Strategy)
06:18 Closing remarks by Roman Canziani (Head of 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.