Moving Markets

In Europe, almost all of the major indices ended the day in the green yesterday and US equities also started positively, but the hawkish comments from some US Federal Reserve officials then dampened the mood. The S&P 500 ended the day broadly flat, while the Nasdaq Composite rose by 0.6%, helped particularly by Tesla’s rally. David Kohl, our Chief Economist, comments on the latest economic data in the US and Europe, and Eirini Tsekeridou from Fixed Income Research talks about the latest situation in Brazil and what it means from a fixed income investment perspective.

00:14 Introduction and markets wrap-up by Helen Freer (Investment Writing)
03:39 US jobs report, European inflation figures by David Kohl (Chief Economist)
09:27 Brazil by Eirini Tsekeridou (Fixed Income Research)
12:39 Closing remarks by Helen Freer (Investment Writing)

Show Notes

In Europe, almost all of the major indices ended the day in the green yesterday and US equities also started positively, but the hawkish comments from some US Federal Reserve officials then dampened the mood. The S&P 500 ended the day broadly flat, while the Nasdaq Composite rose by 0.6%, helped particularly by Tesla’s rally. David Kohl, our Chief Economist, comments on the latest economic data in the US and Europe, and Eirini Tsekeridou from Fixed Income Research talks about the latest situation in Brazil and what it means from a fixed income investment perspective.

00:14 Introduction and markets wrap-up by Helen Freer (Investment Writing)
03:39 US jobs report, European inflation figures by David Kohl (Chief Economist)
09:27 Brazil by Eirini Tsekeridou (Fixed Income Research)
12:39 Closing remarks by Helen Freer (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.