Moving Markets

A single report of a stronger-than-expected US labour market was enough to trigger another sell-off in equities yesterday. Dario Messi, Fixed Income Research, puts rising global yields into perspective, and Tim Gagie, Head of FX & PM Solutions, Geneva, says the rally in the US dollar looks a bit overdone.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:38 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:21 Bond Market Update by Dario Messi (Fixed Income Research)
10:24 Latest from the FX markets by Tim Gagie (Head of FX & PM Solutions Geneva)
14:54 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.