Moving Markets

While European markets proved more resilient, US equities declined amid renewed escalation in the Middle East and fresh inflation data highlighting mounting pressure on US household budgets, driven in part by higher energy costs. In today’s episode, Carsten Menke, Head of Next Generation Research, shares his outlook on gold and silver in this environment. We also hear from Dario Messi, Head of Fixed Income Research, who previews the European Central Bank’s upcoming rate decision and discusses the implications for investors.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:41) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:16) - Update on gold: Carsten Menke. Head of Next Generation Research, Product & Investment Content
  • (09:42) - ECB expectations & investment impact: Dario Messi, Head of Fixed Income Research
  • (12:56) - Closing remarks: Bernadette Anderko, 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.