Moving Markets

European equity markets rose on reports that China and the European Union will sit down to discuss the EU's plan to impose additional tariffs on electric vehicle imports, despite uncertainty over the French election. 70% of the S&P 500 constituents were higher, but the index was lower on weakness in Nvidia. Shein is in the news for a possible IPO. Asian stocks are higher, but mainland China is lower. Hannah Wise, Head of Investment Communications, previews this week's Market Outlook Mid-Year 2024 webcast on Thursday, details of which are available on the Julius Baer LinkedIn page. Manuel Villegas, Next Generation Research, highlights the importance of being able to tolerate short-term drawdowns amid weakness in digital assets.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:31 Markets wrap-up by Mike Rauber (Investment Writing)
07:19 Market Outlook Mid Year 2024 Webcast, on 27th June: Hannah Wise (Head of Investment Communication)
10:39 Digital assets update by Manuel Villegas (Next Generation Research)
14:26 Closing remarks by Bernadette Anderko (Investment Writing)

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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.