Moving Markets

Following yesterday’s US inflation data, which came in marginally higher than expectations, today it’s the turn of the European Central Bank to decide whether the unprecedented surge in eurozone inflation has fallen enough to warrant a pause in its tightening cycle. Our Head of Equity Strategy, Mathieu Racheter, shares his insights into the European and US equity market dynamics. And Tim Gagie, Head of FX & PM Solutions Geneva, provides an update on currencies and precious metals.

00:00 Introduction by Helen Freer (Investment Writing)
00:37 Markets wrap-up by Jonti Warris (Investment Writing)
06:08 Equities: Eurozone vs US by Mathieu Racheter (Head of Equity Strategy)
08:30 Currencies and metals update by Tim Gagie (Head of FX & PM Solutions Geneva)
13:33 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.