Moving Markets

Shares are falling in Asia after disappointing results from US tech giants Meta and Alphabet, while the Bank of Japan does not move an inch on its ultra-low interest rate policy. David Meier, Macro & Next Generation Research, notes that the ECB is clearly focused on the inflation battle, but he explains why we have a below consensus view on future interest rate hikes. Carsten Menke, Head of Next Generation Research, sees digital assets moving from crypto crisis to crypto calm, but it’s too early to argue for a rapid rebound as bottom-up crypto-specific factors have not turned favourable (yet).

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:14 ECB interest rate decision by David Meier (Macro and Next Generation Research)
07:44 Digital asset update by Carsten Menke (Head of Next Generation Research)
11:24 Closing remarks by Mike Rauber (Investment Writing)

Show Notes

Shares are falling in Asia after disappointing results from US tech giants Meta and Alphabet, while the Bank of Japan does not move an inch on its ultra-low interest rate policy. David Meier, Macro & Next Generation Research, notes that the ECB is clearly focused on the inflation battle, but he explains why we have a below consensus view on future interest rate hikes. Carsten Menke, Head of Next Generation Research, sees digital assets moving from crypto crisis to crypto calm, but it’s too early to argue for a rapid rebound as bottom-up crypto-specific factors have not turned favourable (yet).

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:14 ECB interest rate decision by David Meier (Macro and Next Generation Research)
07:44 Digital asset update by Carsten Menke (Head of Next Generation Research)
11:24 Closing remarks by Mike Rauber (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.