Moving Markets

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?

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.