Moving Markets

The central banks of the eurozone, the UK, and Switzerland raised interest rates by half a percentage point yesterday, matching the Federal Reserve’s previous day move. Our Chief Economist, David Kohl, and our Head of FX & PM Solutions Geneva, Tim Gagie, join us on this show to talk about what this means for growth, inflation, and currencies. Manuel Villegas from Next Generation Research speaks about the continuing fallout from FTX’s collapse, and the recent news flow around Binance.

00:14 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:06 Central banks update by David Kohl (Chief Economist)
08:11 FX update by Tim Gagie (Head of FX & PM Solutions Geneva)
11:47 Digital assets update by Manuel Villegas (Next Generation Research)
14:13 Closing remarks by Mike Rauber (Investment Writing)

Show Notes

The central banks of the eurozone, the UK, and Switzerland raised interest rates by half a percentage point yesterday, matching the Federal Reserve’s previous day move. Our Chief Economist, David Kohl, and our Head of FX & PM Solutions Geneva, Tim Gagie, join us on this show to talk about what this means for growth, inflation, and currencies. Manuel Villegas from Next Generation Research speaks about the continuing fallout from FTX’s collapse, and the recent news flow around Binance.

00:14 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:06 Central banks update by David Kohl (Chief Economist)
08:11 FX update by Tim Gagie (Head of FX & PM Solutions Geneva)
11:47 Digital assets update by Manuel Villegas (Next Generation Research)
14:13 Closing remarks by Mike Rauber (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.