Moving Markets

The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. UK inflation surged to an 18-month high and government bonds rallied, lifting large-cap UK stocks, whilst Asian markets showed mixed results, with technology-heavy Korea and Taiwan rising and Japan's Nikkei 225 falling. Shares in Shanghai have reached their highest in a decade. Carsten Menke, Head of Next Generation Research, discusses the Circular Economy investment theme, focusing on the plastic problem.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:28) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (06:34) - Circular Economy: Carsten Menke, Head of Next Generation Research
  • (10:26) - Closing remarks: Helen Freer, 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.