Moving Markets

Equity markets reacted to the August US non-farm payrolls data on Friday, which surprised to the upside, leading traders to believe that a hike is now more likely from the Fed on 16 September. Treasury yields moved higher, and the Dow and the S&P 500 closed the day lower. The Nasdaq 100 however closed above the flatline on Friday as tech stocks received a boost from OpenAI. This optimism spread to Asian markets this morning, with tech stocks there in buoyant mood, despite renewed hostilities in the Strait of Hormuz over the weekend. Mensur Pocinci, our Head of Technical Analysis, assesses rising Treasury yields and what investors should watch out for in the coming days, and also offers his technical view on the yen and Japanese equities after a remarkable week.

  • (00:00) - Introduction: Mike Rauber, Product & Investment Content
  • (01:10) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
  • (07:32) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (11:55) - Closing remarks: Mike Rauber, Product & Investment Content

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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.