Moving Markets

The ceasefire between Israel and Iran appears to be holding, and equity markets worldwide have been buoyed by positive sentiment. This shift in sentiment has also been evident in commodity markets, where oil prices fell back to pre-escalation levels and gold prices declined accordingly. Meanwhile, in the US, attention is focused on Jerome Powell’s testimony before the House Committee, where investors are hoping to gain insight into the Federal Reserve’s future interest rate policy. To discuss the latest developments in fixed income and monetary policy, we are joined this morning by Dario Messi, our Head of Fixed Income Research.

  • (00:00) - Introduction: Jonti Warris, Investment Writing
  • (00:24) - Markets wrap-up: Lucija Caculovic, Investment Writing
  • (06:25) - Bond market update: Dario Messi, Head of Fixed Income Research
  • (11:49) - Closing remarks: Jonti Warris, 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.