Moving Markets

Global equity markets rally on US-Japan trade deal progress, sparking hopes for EU agreements, with equities surging and gold easing. Japan’s Nikkei 225 reaches a new all-time high, as does the S&P 500. In earnings: Alphabet surprises positively, while Tesla disappoints. Companies reporting today include industry giants like Nestle, Roche, Deutsche Bank, and LVMH. The ECB is not expected to cut rates today, with the market’s focus on its outlook. Carsten Menke, Head of Next Generation Research, discusses China's historic new hydropower project – which is six times bigger than the Three Gorges Dam – and explores its potential impact on iron ore and steel prices.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:25) - Markets wrap-up: Mike Rauber, Investment Writing
  • (05:58) - Iron ore and steel: Carsten Menke, Head of Next Generation Research
  • (09:51) - Closing remarks: 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.