Moving Markets: Daily News

Escalating tensions between Russia and Ukraine dampened global risk appetite and sent investors scrambling for safe-haven assets yesterday. While European markets ended the day in the red, US equities recovered from earlier losses as the focus turned to Nvidia's earnings report due after the close today. Mathieu Racheter, Head of Equity Strategy, talks about the most anticipated earnings report of the season and explains why the path of least resistance for equities is up. And we have Dario Messi, Head of Fixed Income Research, on the show to talk about the divergence between ECB and Fed rate cut expectations.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:24 Markets wrap-up by Jan Bopp (Investment Writing)
05:17 Bond market update: Dario Messi (Head of Fixed Income Research)
10:06 What we learned from the earnings season: Mathieu Racheter (Head of Equity Strategy)
14:07 Closing remarks by Bernadette Anderko (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.