Moving Markets

French Prime Minister Bayrou lost the confidence vote yesterday, triggering the collapse of his government. European markets had no chance to react, as the decision came after trading ended. The political uncertainty adds fresh strain to the eurozone, where stock markets actually started the week on a high. Speaking of highs, the Nasdaq hit a fresh record, driven by strength in tech and AI-related stocks, while gold also rallied to a new peak, supported by expectations of a US rate cut and ongoing geopoliticaltensions. Meanwhile, Japan’s Nikkei 225 briefly touched a record intraday high before turning negative, as investors assess the implications of Prime Minister Ishiba’s resignation. Joining us today is Manuel Villegas from Next Generation Research, who provides an update on the video game industry and the structural transformation it’s undergoing.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (05:40) - Video game industry undergoing structural transformation: Manuel Villegas, Next Generation Research
  • (09:06) - Closing remarks: Bernadette Anderko, Product & Investment Content

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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.