Moving Markets

Global stocks rebounded yesterday following the worst week for the S&P 500 since March 2023, as investors await US inflation data for clues on the size of the US Federal Reserve’s coming interest-rate cut. Meanwhile, weakness in Chinese equities is intensifying as a benchmark of onshore Chinese stocks hovers near its lowest close since January 2019. Manuel Villegas, Next Generation Research, provides an update on the latest price moves in digital assets and how US politics and macroeconomics are impacting Bitcoin.

00:00 Introduction by Helen Freer (Investment Writing)
00:27 Markets wrap-up by Jonti Warris (Investment Writing)
07:37 Digital assets update: Manuel Villegas (Next Generation Research)
10:58 Closing remarks by Helen Freer (Investment Writing)

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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.