Moving Markets

Equity markets struggled despite cooler-than-expected US inflation data, as mixed bank earnings, Fed independence concerns, and Iran tensions weighed on sentiment. The latter two factors boosted gold and silver to new record highs. Attention turns to the US and the prospect of possibly hearing about the Supreme Court’s decision on IEEPA tariffs later today. Dario Messi, Head of Fixed Income Research, discusses the potential impact on the bond market and what it means for investors.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:28) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:34) - Bond market update: Dario Messi, Head of Fixed Income Research
  • (09:50) - Closing remarks: Helen Freer, 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.