Moving Markets

While it's still anyone's guess who will become the next US President, some currency analysts took the latest polls favouring Kamala Harris to unwind some of their 'Trump trades' by selling the US dollar. US equities saw some volatility yesterday, but safe-haven US Treasuries rallied, suggesting that investors may be getting cautious ahead of the election result. Christian Gattiker, our Head of Research, joins the show today to share his views on the US election and the possible outcomes and market reactions.

00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:24 US election preview: Christian Gattiker (Head of Research)
11:06 Closing remarks by 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.