Moving Markets

Markets staged a broad-based rebound yesterday, driven by optimism that the US government shutdown may soon be resolved. Equities rallied, led by tech, while both Bitcoin and gold also moved higher. In Asia, early gains faded after China signalled potential restrictions on rare earth exports, and Japan’s bond auction underwhelmed. We also cover Fed Governor Miran’s dovish comments, ongoing delays in US economic data, and what to watch during today’s Veterans Day trading session. Joining us is Manuel Villegas from Next Generation Research, who shares his thoughts on Bitcoin’s Q4 performance so far, which has been overshadowed by broader economic uncertainty.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (06:22) - Crypto assets update: Manuel Villegas, Next Generation Research
  • (11:17) - Closing remarks: Bernadette Anderko, 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.