Moving Markets

On a day when we await non-farm payrolls data, ahead of a central bank heavy week, one might have expected muted markets. Instead, the three main US indices broke their three-day losing streak as artificial intelligence (AI) announcements drove equities higher. And India’s election results, combined with their central bank’s decision to keep rates unchanged, boosted their stock markets to record highs. The yen surged more than 1% and Tim Gagie, Head of FX & PM Solutions Geneva, talks us through all of the associated market reactions, and highlights his calls ahead of those central bank meetings next week.

00:00 Introduction by Lucija Caculovic (Investment Writing)
00:28 Markets wrap-up by Bernadette Anderko (Investment Writing)
06:07 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)
11:46 Closing remarks by Lucija Caculovic (Investment Writing)

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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.