Moving Markets

Rising oil prices and higher inflation concerns dominated markets as investors prepared for the Federal Reserve's highly anticipated rate decision. Treasury yields climbed to multi-decade highs, with the US 10-year yield breaching 5%, while government bond yields moved sharply higher across Europe and Asia. Equity markets struggled under the weight of rising rates, although energy stocks outperformed as oil prices rallied on supply disruption fears. In today's show, we discuss the key market drivers ahead of the Fed meeting and are joined by Mathieu Racheter, Head of Equity Strategy Research, who explains the latest changes to Swiss equity indices and examines what the recent rise in bond yields could mean for equity investors.

  • (00:00) - Introduction: Jan Bopp, Product & Investment Content
  • (00:48) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:59) - Equity market update: Mathieu Racheter, Head of Equity Strategy
  • (12:23) - Closing remarks: Jan Bopp, 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.