Moving Markets

Equity markets continue to rally amid improving investor sentiment and rising expectations of further US interest rate cuts. Meanwhile, oil prices are trading lower, driven by signs of de-escalation efforts in relation to Russia’s war in Ukraine. In today’s programme, we are joined by Nenad Dinic, Equity Strategy Research analyst, who shares his insights on why a stronger Japanese yen is unlikely to hinder the ongoing rise of Japanese equities.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:31) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:44) - Japan update: Nenad Dinic, Equity Strategy Research
  • (17:28) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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.