Moving Markets

The major US indices closed lower yesterday with the exception of tech which managed to close higher. Asia also traded lower overnight. Traders and investors are now eyeing other banks to see if they have similar issues to SVB, and also mulling whether or not the bank’s collapse might lead the US federal Reserve to change their monetary policy path. All eyes will be on US inflation data later today. Manuel Villegas (Next Generation Research) and Ronny Kaufmann (CIO Office) join the show to inform us how the SVB collapse impacts crypto assets and give us the view on the collapse from our CIO.

00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
04:04 Digital assets & SVB by Manuel Villegas (Next Generation Research)
08:38 Thoughts on the SVB situation by Ronny Kaufmann (CIO Strategy & Investment Analysis)
13:44 Closing remarks by Bernadette Anderko (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.