Moving Markets: Daily News

The latest purchasing managers' indices for July from Europe and the US point to a slowdown in economic activity in both regions. Investors are now turning their attention to this week's interest rate decisions and any clues as to the future path of interest rates. In addition to economic data, earnings reports and corporate news are also driving equity markets. In the Asia-Pacific region, news that China is planning further stimulus measures has given hope and lifted stock prices in the region. Joining today's show are David Kohl, our Chief Economist, who revisits our currency calls from our Market Outlook campaign, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the current earnings season.

00:14 Introduction by Bernadette Anderko (Investment Writing)
00:32 Markets wrap-up by Lucija Caculovic (Investment Writing)
05:26 Mid-year Market Outlook – currencies by David Kohl (Chief Economist)
15:05 Q2 Earnings season update by Mathieu Racheter (Head of Equity Strategy) 
18:18 Closing remarks by Bernadette Anderko (Investment Writing)

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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.