Moving Markets

Federal Reserve Governor Christopher Waller triggered the US Treasury market to rally by saying that he believes that monetary policy is tight enough and that the US economy is likely to pull off a soft landing. Markus Allenspach, Head of Fixed Income Research, shares his views and explains where he sees the best opportunities to build fixed income exposure. 

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:24 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:59 US bonds update by Markus Allenspach (Head of Fixed Income Research)
13:32 Closing remarks by 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.