Moving Markets

US President Trump's plan to impose 25% tariffs on European imports triggered a sell-off in European markets. The European Stoxx 600 had its worst day of the year, while US markets closed flat. Bonds and currencies also felt the impact of the tariff news, with gold hitting a new all-time high overnight. And we also have Nicolas Jordan from the CIO office on the show to discuss the reasons behind this year's impressive rally in European equities and why he believes the US market remains a structural overweight.

00:00 Introduction by Helen Freer (Investment Writing)
00:54 Markets wrap-up by Jan Bopp (Investment Writing)
06:21 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)
09:32 Closing remarks by Helen Freer (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.