Moving Markets: Daily News

European equities hit fresh highs, led by Swiss stocks on tariff hopes. In the US, the Dow Jones Industrial Average finished Tuesday’s session also at record levels while the Nasdaq Composite faced pressure after SoftBank exited its Nvidia stake and investors moved money away from technology stocks into other parts of the market. Joining the show today are Dario Messi, Head of Fixed Income Research, who discusses the potential end of the US shutdown from a bond perspective, and Mathieu Racheter, Head of Equity Strategy Research, who shares his view on the final inning of the Q3 earnings season and why he thinks healthcare is in a good place.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:31) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (05:36) - US corporate credit update: Dario Messi, Head of Fixed Income Research
  • (09:54) - Earnings season, and a sector upgraded to Overweight: Mathieu Racheter, Head of Equity Strategy Research
  • (14:21) - Closing remarks: Bernadette Anderko, Product & Investment Content

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What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.