Moving Markets

As global equities continue to struggle, Japanese equities are hitting highs last seen in 1990. US Treasury yields are higher ahead of tomorrow’s US inflation data while investors continue to look for clues as to the state of the US economy and the direction of interest rates. Bitcoin had a volatile evening yesterday following a false report that the US Securities and Exchange Commission had approved a spot Bitcoin ETF. Dario Messi from Fixed Income Research joins today’s show to shed some light on the US fiscal budget and bond issuance, and Mathieu Racheter, Head of Equity Strategy, tells us what to expect from the earnings season that’s just around the corner.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:24 Markets wrap-up by Lucija Caculovic (Investment Writing)
05:38 Bond marker update by Dario Messi (Fixed Income Strategy)
10:20 Earnings Season Preview by Mathieu Racheter (Head of Equity Strategy)
13:25 Closing remarks by Bernadette Anderko (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.