Moving Markets

US markets dipped amid rising long-term bond yields, with the 30-year Treasury hitting the highest level in almost two decades fuelled by inflation fears and potential Fed tightening. Geopolitical tensions and key upcoming catalysts, including Nvidia’s earnings and FOMC minutes, keep investors on edge. Dario Messi, Head of Fixed Income Research, explains what is behind the recent surge in bond yields and Mathieu Racheter, Head of Equity Strategy Research, discusses the implications for equity markets and outlines his key message for the second half of the year.

  • (00:00) - Introduction: Roman Canziani, Head of Product & Investment Content
  • (00:49) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:13) - Fixed income strategy update: Dario Messi, Head of Fixed Income Research
  • (09:23) - Equity strategy outlook: Mathieu Racheter, Head of Equity Strategy Research
  • (14:14) - Closing remarks: Roman Canziani, Head of 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.