Moving Markets: Daily News

The much-anticipated earnings report of chipmaker Nvidia, the posterchild of the AI revolution, failed to spark enthusiasm although it did suggest that the AI investment boom remains alive and well. For now, European stocks may be a good place for investors too with benchmark indices scaling fresh highs almost daily. Carsten Menke, Head of Next Generation, shares his insights on how a potential peace agreement in Ukraine could impact the construction and rebuilding industries.

00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)
05:37 Ukraine reconstruction by Carsten Menke (Head of Next Generation Research)
09:29 Closing remarks by Helen Freer (Investment Writing)

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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.