Moving Markets

The S&P 500 recorded a fresh record high yesterday ahead of key economic reports and central bank action this week, which could prove pivotal for markets in 2024. We speak to our Head of Research in Hong Kong, Richard Tang, who shares his views on the health of China’s real estate sector and the impact for the broader Chinese and Hong Kong markets. Manuel Villegas, Next Generation Research, joins us to discuss the key drivers behind the selloff in Bitcoin in recent weeks.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:24 Markets wrap-up by Jonti Warris (Investment Writing)
07:44 Evergrande liquidation impact by Richard Tang (Head of Research, Hong Kong)
12:17 Digital assets update by Manuel Villegas (Next Generation Research)
16:05 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.