While all eyes are on the results of the US Midterm elections rolling-in, it could still take a while until final results are declared. Markets will soon focus on tomorrow’s US inflation figures, which are expected to drop slightly. Mathieu Racheter, our Head of Equity Research, shares his take aways on the Midterms and their impact on markets, and Tim Gagie, our Head of FX&PM Solutions in Geneva, talks about the strong moves in FX and metals markets.
00:09 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
03:47 US Midterm results – initial assessment on market impact by Mathieu Racheter (Head of Equity Strategy)
06:12 FX/commodities update by Tim Gagie (Head of FX&PM Solutions Geneva)
09:06 Closing remarks by Roman Canziani (Head of Investment Writing)
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.
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