Moving Markets

Equity markets are pricing in a new reality in which US interest rates will stay higher for longer and China will no longer be a growth engine for the global economy. This has implications for investors, as Dario Messi of Fixed Income Research explains: "The momentum for higher yields in the US has increased”.

00:14 Introduction by Jonti Warris (Investment Writing)
00:38 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:19 Fixed income markets by Dario Messi (Fixed Income Research)
10:27 Closing remarks by Jonti Warris (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.