Moving Markets: Daily News

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: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.