Moving Markets

Interest rates could continue to rise in both the US and the eurozone. In the US, recent stronger-than-expected economic data has the potential to prompt Federal Reserve officials to raise interest rates more aggressively than previously anticipated. Meanwhile in Europe, a member of the European Central Bank's Governing Council said that market bets on interest rates reaching 4% may be correct if underlying price pressures remain high. In Asia, China is on the verge of its most significant political reshuffle in decades, favouring politicians with close ties to the president. Timothy Gagie, Head of FX & PM Solutions in Geneva, explains where he sees opportunities in the currency market, and Manuel Villegas from Next Generation Research provides the latest news on digital assets.

00:14 Introduction and markets wrap-up by Alexander Petersen (Investment Writing)
02:55 FX update by Timothy Gagie (Head of FX&PM Solutions Geneva)
05:04 Digital asset update by Manuel Villegas (Next Generation Research)
07:47 Closing remarks by Alexander Petersen (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.