Moving Markets

Global markets are kicking off the week on the back foot as government bond yields surge to multi-year highs, reigniting concerns about stagflation. Oil prices climbed another 2% overnight, with no quick resolution in sight for the ongoing Middle East tensions. In today’s episode, we’re joined by Mensur Pocinci, Head of Technical Analysis, who shares his outlook on whether US 10-year Treasury yields could reach the 5% mark. He also explains why the rally in semiconductor stocks may be due for a pause – and why that might actually be a good thing.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (01:01) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:08) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (10:59) - Closing remarks: Bernadette Anderko, 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.