Moving Markets

US economic data releases on Thursday pointed to a cooling off in growth and inflation. All eyes will be on the US labour market data today and whether it can impact interest rate expectations and the markets as a whole. Tim Gagie, Head of FX & PM Solutions Geneva, talks about whether the recent USD weakness has room to grow. Manuel Villegas from Next Generation Research is on the show for the first time. He speaks about crypto and why now is the time to understand custody solutions.

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
03:17 Currencies & metals by Tim Gagie (Head of FX & PM Solutions Geneva)
05:12 Digital assets by Manuel Villegas (Next Generation Research)
07:23 Closing remarks by Mike Rauber (Investment Writing)

Show Notes

US economic data releases on Thursday pointed to a cooling off in growth and inflation. All eyes will be on the US labour market data today and whether it can impact interest rate expectations and the markets as a whole. Tim Gagie, Head of FX & PM Solutions Geneva, talks about whether the recent USD weakness has room to grow. Manuel Villegas from Next Generation Research is on the show for the first time. He speaks about crypto and why now is the time to understand custody solutions.

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
03:17 Currencies & metals by Tim Gagie (Head of FX & PM Solutions Geneva)
05:12 Digital assets by Manuel Villegas (Next Generation Research)
07:23 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.