Moving Markets: Daily News

Stock markets continue to suffer in the face of inflation and recession risks but the US Treasury Secretary Janet Yellen insists that the US economy is doing “very well”. The Bank of England publicly said it would buy more bonds but only until Friday. Privately, however, it’s reported that they will extend the deadline. Mathieu Racheter, Head of Equity Strategy shares his thoughts on the upcoming earnings season and suggests that the focus should be on Q4 and 2023 guidance.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
04:03 Earnings season by Mathieu Racheter (Head of Equity Strategy)
06:41 Closing remarks by Bernadette Anderko (Investment Writing)

Show Notes

Stock markets continue to suffer in the face of inflation and recession risks but the US Treasury Secretary Janet Yellen insists that the US economy is doing “very well”. The Bank of England publicly said it would buy more bonds but only until Friday. Privately, however, it’s reported that they will extend the deadline. Mathieu Racheter, Head of Equity Strategy shares his thoughts on the upcoming earnings season and suggests that the focus should be on Q4 and 2023 guidance.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
04:03 Earnings season by Mathieu Racheter (Head of Equity Strategy)
06:41 Closing remarks by Bernadette Anderko (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.