Moving Markets

The biggest story in the markets remains China’s massive stimulus efforts, which have not only lifted Chinese equities but also had a spillover effect on European and US equities, particularly those that stand to benefit from a Chinese economic recovery. Despite some lacklustre economic indicators – including waning consumer confidence in the US, declining business sentiment in Germany and rising borrowing costs in France – investor optimism has been boosted by Beijing’s moves. In this episode, we’re joined by Manuel Villegas from Next Generation Research, who brings us up to speed on the latest developments in the crypto asset market.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:01 Digital assets:  Manuel Villegas (Next Generation Research)
10:21 Closing remarks by Bernadette Anderko (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.