Moving Markets

US markets were buoyed yesterday by the US Federal Reserve Chairman Jerome Powell saying that smaller interest rate increases are likely to be coming – as early as this December. Asian markets also rallied on the back of the US optimism and an initial easing in China’s Covid-zero approach. Carsten Menke, Head of Next Generation Research talks about the current moves in gold and silver, and what he expects going forwards, and Nicolas Jordan updates us on the thinking at this week’s Investment Committee meeting.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:13 Update on gold by Carsten Menke (Head of Next Generation Research)
05:46 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
07:44 Closing remarks by Bernadette Anderko (Investment Writing)

Show Notes

US markets were buoyed yesterday by the US Federal Reserve Chairman Jerome Powell saying that smaller interest rate increases are likely to be coming – as early as this December.  Asian markets also rallied on the back of the US optimism and an initial easing in China’s Covid-zero approach. Carsten Menke, Head of Next Generation Research talks about the current moves in gold and silver, and what he expects going forwards, and Nicolas Jordan updates us on the thinking at this week’s Investment Committee meeting.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing) 
03:13 Update on gold by Carsten Menke (Head of Next Generation Research)
05:46 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
07:44 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.