Moving Markets: Daily News

The US Thanksgiving holiday has given stock markets globally a brief pause following the strong performance earlier in the week. With Asian markets trading mixed this morning, attention shifts to key eurozone inflation data, while US markets resume trading for a shortened session. In today’s programme, we welcome Nicolas Jordan from the CIO Office, who discusses the concerns around potential cracks in the artificial intelligence capital expenditure cycle.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:23) - Update from the CIO Office: Nicolas Jordan, CIO Strategy & Investment Analysis
  • (11:29) - Closing remarks: Helen Freer, Product & Investment Content

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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.