Moving Markets

Stock and bond markets fell yesterday as investors adjusted their outlook on peak rates after data highlighted persistent inflationary pressures. Our Head of Next Generation Research, Carsten Menke, talks to us about the impact of China’s re-opening on the iron ore market. And Nicolas Jordan, CIO Strategy & Investment Analysis, gives us an update from Julius Baer’s Investment Committee.

00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)
04:00 Iron Ore view downgraded to cautious by Carsten Menke (Head of Next Generation Research)
07:09 Investment Committee update by Nicolas Jordan (CIO Strategy & Investment Analysis)
10:07 Closing remarks by Jonti Warris (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.