Moving Markets

Markets are being driven by developments in bond markets on both sides of the Atlantic. In Europe, concerns over French public finances weigh on sentiment, while in the US, inflation worries and a well-received Treasury auction triggered sharp moves in yields. Other topics include the challenges facing European carmakers in China, the resilience of US equities, and SpaceX looking to tap the bond market. Norbert Rücker, Head of Economics and Next Generation Research, discusses the apparent disconnect between the recovery in Middle Eastern oil exports and persistently high oil prices, as well as the positive momentum in the electric vehicle market.

  • (00:00) - Introduction: Roman Canziani, Head of Product & Investment Content
  • (00:48) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (07:08) - Energy markets/oil update: Norbert Rücker, Head of Economics & Next Generation Research
  • (12:10) - Closing remarks: Roman Canziani, Head of Product & Investment Content

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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.