Moving Markets

While US markets were closed due to Independence Day, European markets, especially in the UK and Switzerland, staged a rally yesterday, driven by dip buyers. Today, it is all about inflation data with markets again being surprised by higher than expected inflation prints. Dario Messi from Fixed Income Research puts it all in perspective and explains where he sees value.

00:18 Introduction by Olivier Maris (Investment Writing)
00:41 Markets Wrap Up by Roman Canziani (Head of Investment Writing)
03:32 US Government bonds by Dario Messi (Fixed Income Research)
08:17 Closing remarks by Olivier Maris (Investment Writing)

Show Notes

While US markets were closed due to Independence Day, European markets, especially in the UK and Switzerland, staged a rally yesterday, driven by dip buyers. Today, it is all about inflation data with markets again being surprised by higher than expected inflation prints. Dario Messi from Fixed Income Research puts it all in perspective and explains where he sees value.

00:18 Introduction by Olivier Maris (Investment Writing)
00:41 Markets Wrap Up by Roman Canziani (Head of Investment Writing)
03:32 US Government bonds by Dario Messi (Fixed Income Research)
08:17 Closing remarks by Olivier Maris (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.