Moving Markets

China is stepping up stimulus spending with a further 1 trillion yuan. Federal Reserve Chair Jerome Powell is due to speak on Friday, with the market anticipating a more hawkish lean to his comments. Carsten Menke, our Head of Next Generation Research, shares his views on industrial metals and Nicolas Jordan from the CIO talks about what it means as markets are waiting for the next rate hike.

00:09 Introduction and markets wrap by Alexander Petersen (Investment Writing)
02:50 Industrial metals by Carsten Menke (Head of Next Generation Research)
05:40 IC Meeting Update by Nicolas Jordan (CIO Strategy & Investment Analysis)
09:29 Closing remarks by Alexander Petersen (Investment Writing)

Show Notes

China is stepping up stimulus spending with a further 1 trillion yuan. Federal Reserve Chair Jerome Powell is due to speak on Friday, with the market anticipating a more hawkish lean to his comments. Carsten Menke, our Head of Next Generation Research, shares his views on industrial metals and Nicolas Jordan from the CIO talks about what it means as markets are waiting for the next rate hike.

00:09 Introduction and markets wrap by Alexander Petersen (Investment Writing)
02:50 Industrial metals by Carsten Menke (Head of Next Generation Research)
05:40 IC Meeting Update by Nicolas Jordan (CIO Strategy & Investment Analysis)
09:29 Closing remarks by Alexander Petersen (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.