Moving Markets

Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for insights into the Fed's next move. Chinese stocks continue to pull back from their post-holiday opening highs yesterday. Mathieu Racheter, Head of Equity Strategy, tells us what to expect from the upcoming reporting season, while Dario Messi, Head of Fixed Income Research, explains why long-term yields remain elevated despite the Fed’s rate cuts.

00:00 Introduction by Jonti Warris (Investment Writing)
00:24 Markets wrap-up by Jan Bopp (Investment Writing)
05:42 Earnings season preview by Mathieu Racheter (Head of Equity Strategy)
10:18 Fixed income update by Dario Messi (Head of Fixed Income Research)
14:47 Closing remarks by Jonti Warris (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

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.