Moving Markets

Stocks rally and government bond yields drop on positive inflation reports from the US and the UK. Another catalyst for the positive mood across markets is the season's first earnings reports from several Wall Street heavyweights, which all beat estimates and provided positive outlooks. Meanwhile, gold has been quietly gaining ground, despite a strengthening US dollar. We're joined by Carsten Menke, Head of Next Generation Research, who shares his thoughts on why he believes last year's rally in the yellow metal might resume.

00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:10 Gold: Carsten Menke (Head of Next Generation Research)
11:27 Closing remarks by Helen Freer (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.