Moving Markets

Brexit is costing the UK economy GBP 100 billion a year and economists at Bloomberg believe the UK economy is 4% smaller than it might have otherwise been. In today’s episode, Mathieu Racheter, Head of Equity Strategy, provides an update on the Q4 US earnings season and Richard Tang, Head of Research Hong Kong, shares the latest news on the Chinese markets following last week’s Lunar New Year celebrations.

00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)
03:11 US earnings update by Mathieu Racheter (Head of Equity Strategy)
06:38 China after the Lunar New Year celebrations by Richard Tang (Head of Research Hong Kong)
12:00 Closing remarks by Jonti Warris (Investment Writing)

Show Notes

Brexit is costing the UK economy GBP 100 billion a year and economists at Bloomberg believe the UK economy is 4% smaller than it might have otherwise been. In today’s episode, Mathieu Racheter, Head of Equity Strategy, provides an update on the Q4 US earnings season and Richard Tang, Head of Research Hong Kong, shares the latest news on the Chinese markets following last week’s Lunar New Year celebrations.

00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)
03:11 US earnings update by Mathieu Racheter (Head of Equity Strategy)
06:38 China after the Lunar New Year celebrations by Richard Tang (Head of Research Hong Kong)
12:00 Closing remarks by Jonti Warris (Investment Writing)

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.