Moving Markets

US car manufacturer Ford announces plans to slash 3,200 jobs across Europe. The Nasdaq 100 gains 2.2%, marking its strongest 2-day rally since November. Mathieu Racheter, Head of Equity Strategy, takes a closer look at the impact of China’s reopening. And Chief Economist David Kohl provides his insights on US GDP forecasts.

00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)
03:36 China re-opening by Mathieu Racheter (Head of Equity Strategy)
06:57 US GDP forecast by David Kohl (Chief Economist)
10:32 Closing remarks by Jonti Warris (Investment Writing)

Show Notes

US car manufacturer Ford announces plans to slash 3,200 jobs across Europe. The Nasdaq 100 gains 2.2%, marking its strongest 2-day rally since November. Mathieu Racheter, Head of Equity Strategy, takes a closer look at the impact of China’s reopening. And Chief Economist David Kohl provides his insights on US GDP forecasts.

00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)
03:36 China re-opening by Mathieu Racheter (Head of Equity Strategy)
06:57 US GDP forecast by David Kohl (Chief Economist)
10:32 Closing remarks by Jonti Warris (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.