Moving Markets

US markets plummeted yesterday due to growing fears of a looming recession, with the major US stock indices all falling sharply, amid ongoing trade tensions and uncertainty over the Trump administration's tariff policies. The sell-off was particularly brutal in the tech sector, while the VIX volatility index surged 19% and bond yields plunged, reflecting heightened investor anxiety. On today’s podcast, we are also joined by Dario Messi, Head of Fixed Income Research, with an update on the German Bund market.

00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Jonti Warris (Investment Writing)
06:18 Bond market update: Dario Messi (Head of Fixed Income Research)
11:01 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.