Moving Markets

Equities rallied, the USD fell, and bond yields plunged following a report that US inflation rose less than expected in October. This morning, a subtle shift in China’s zero-Covid policy towards more targeted and scientific implementation is adding fuel to Asian equities. Carsten Menke, Head of Next Generation Research, speaks about gold, which has rallied sharply from mid-week lows. Philipp Lienhardt, Head of Equity Research, provides a comprehensive sector-by-sector overview of this year’s Q3 earnings releases.

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:07 Gold update by Carsten Menke (Head of Next Generation Research)
06:41 Earning season update by Philipp Lienhardt (Head of Equity Research)
13:36 Closing remarks by Mike Rauber (Investment Writing)

Show Notes

Equities rallied, the USD fell, and bond yields plunged following a report that US inflation rose less than expected in October. This morning, a subtle shift in China’s zero-Covid policy towards more targeted and scientific implementation is adding fuel to Asian equities. Carsten Menke, Head of Next Generation Research, speaks about gold, which has rallied sharply from mid-week lows. Philipp Lienhardt, Head of Equity Research, provides a comprehensive sector-by-sector overview of this year’s Q3 earnings releases.

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:07 Gold update by Carsten Menke (Head of Next Generation Research)
06:41 Earning season update by Philipp Lienhardt (Head of Equity Research)
13:36 Closing remarks by Mike Rauber (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.