Moving Markets

A higher-than-expected January retail sales number in the US yesterday did nothing to spur the stock market rally, with all the major indices ending the day in the green. Asia followed suit. The next data point is US jobless claims due out today. Carsten Menke, Head of Next Generation Research, explains his call on where gold goes from here, and Nicolas Jordan updates us on the latest Investment Committee thinking and decisions.

00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:16 Gold by Carsten Menke (Head of Next Generation Research)
05:48 Investment Committee update by Nicolas Jordan (CIO Strategy & Investment Analysis)
08:29 Closing remarks by Bernadette Anderko (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.