Moving Markets

European equities rebounded yesterday, driven by largely positive earnings, as the IMF upgraded its global growth forecast for this year and next, citing reduced US trade war impact and a weaker US dollar. Meanwhile, Novo Nordisk makes headlines with a 30% share dive on revised sales and profit guidance, and US equities lose steam ahead of today’s Fed meeting. For more on the earnings season so far and ahead of the four mega-cap tech stocks that are scheduled for this week, we have Mathieu Racheter, Head of Equity Strategy, on the show.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:24) - Markets wrap-up: Jan Bopp, Investment Writing
  • (05:55) - Q2 Earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (11:32) - Closing remarks: Bernadette Anderko, Investment Writing

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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.