Moving Markets: Daily News

Major US equity indices, from small caps to tech, hit fresh highs yesterday, spurred by strong corporate news – from semiconductors to banking deals. Political uncertainty in France and Japan lifted bond yields, weakened the yen and euro, and drove gold towards the historic USD 4,000 per ounce level, while oil rose on a modest OPEC+ output increase. Eirini Tsekeridou, Fixed Income Research, assesses the outlook for France following the surprise resignation of its prime minister. Manuel Villegas, Next Generation Research, sees the AI investment surge as a boom – not (yet) a bubble.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (05:48) - Impact of French politics on markets: Eirini Tsekeridou, Fixed Income Research
  • (08:07) - Cloud computing and Artificial Intelligence update: Manuel Villegas, Next Generation Research
  • (12:19) - Closing remarks: Bernadette Anderko, Product & Investment Content

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What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.