Moving Markets

Markets showed a broad risk-off tone on Tuesday, with equities weaker and bond yields moving higher. Oil prices surged as hopes for a US–Iran deal faded, stoking inflation concerns after stronger-than-expected US inflation data. Dario Messi, Head of Fixed Income Research, explains the implications for bond markets and shares his view on UK gilts amid ongoing political turmoil. And Nenad Dinic, Equity Strategist, explains why he likes the Communications sector and highlights areas of strength and weakness within European equities.

  • (00:00) - Introduction: Roman Canziani, Head of Product & Investment Content
  • (00:52) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:52) - Fixed income strategy update: Dario Messi, Head of Fixed Income Research
  • (10:59) - Equity strategy rating changes: Nenad Dinic, Equity Strategy Research
  • (15:59) - Closing remarks: Roman Canziani, Head of Product & Investment Content

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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.