Moving Markets: Daily News

Global equities rallied strongly, while US Treasury yields plunged after US inflation data surprised marginally to the downside, providing hope that the Fed has concluded its tightening cycle. Eirini Tsekeridou, Fixed Income Strategy, gives an update on the volatility in the US Treasury bond market. And Mathieu Racheter, Head of Equity Strategy, shares with us his preferred sweet spots in the healthcare sector.

00:00 Introduction by Bernadette Anderko (Investment Writing)
01:03 Markets wrap-up by Jonti Warris (Investment Writing)
06:20 US bonds update by Eirini Tsekeridou (Fixed Income Strategy)
08:49 Healthcare sector update by Mathieu Racheter (Head of Equity Strategy)
12:41 Closing remarks by Bernadette Anderko (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.