Moving Markets

Global stock markets extend their declines as the US dollar continues to strengthen, assisted by higher Treasury yields. Crude oil has fallen to its lowest level since January on concerns that a global slowdown will cut demand in Europe and the US – all this as China’s Covid strategy hurts consumption by the world’s largest crude importer. Markus Allenspach, Head of Fixed Income Research shares his thoughts on the tasks ahead for the UK’s new PM as well as the impact of growth and inflation on the bond markets generally.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:20 Market update with a fixed-income focus by Markus Allenspach (Head of Fixed Income Research)
05:48 Closing remarks by Bernadette Anderko (Investment Writing)

Show Notes

Global stock markets extend their declines as the US dollar continues to strengthen, assisted by higher Treasury yields. Crude oil has fallen to its lowest level since January on concerns that a global slowdown will cut demand in Europe and the US – all this as China’s Covid strategy hurts consumption by the world’s largest crude importer. Markus Allenspach, Head of Fixed Income Research shares his thoughts on the tasks ahead for the UK’s new PM as well as the impact of growth and inflation on the bond markets generally.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:20 Market update with a fixed-income focus by Markus Allenspach (Head of Fixed Income Research)
05:48 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.