Moving Markets

Head of the Federal Reserve Bank of Boston, Susan Collins, has spoken out in favour of an interest rate hike of 0.25% at the US central bank’s next policy decision. We take a look at what the Q4 2022 earnings season holds in store, we find out what China’s reopening means for the copper market and we also feature an update from Julius Baer’s first Investment Committee meeting of the year.

00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)
03:41 Q4 2022 earnings briefing by Mathieu Racheter (Head of Equity Strategy Research)
06:55 Copper’s reaction to China reopening by Carsten Menke (Head of Next Generation Research)
10:23 Update on the 2023’s first Investment Committee meeting by Nicolas Jordan (CIO office)
12:42 Closing remarks by Jonti Warris (Investment Writing)

Show Notes

Head of the Federal Reserve Bank of Boston, Susan Collins, has spoken out in favour of an interest rate hike of 0.25% at the US central bank’s next policy decision. We take a look at what the Q4 2022 earnings season holds in store, we find out what China’s reopening means for the copper market and we also feature an update from Julius Baer’s first Investment Committee meeting of the year.

00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)
03:41 Q4 2022 earnings briefing by Mathieu Racheter (Head of Equity Strategy Research)
06:55 Copper’s reaction to China reopening by Carsten Menke (Head of Next Generation Research)
10:23 Update on the 2023’s first Investment Committee meeting by Nicolas Jordan (CIO office)
12:42 Closing remarks by Jonti Warris (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.