Moving Markets

The Fed held interest rates steady yesterday but pushed back on the prospect of rate cuts in March. US equities took a hit on Wednesday after some of the biggest names failed to live up to high expectations, dragging European markets lower in the afternoon session. Softer price data out of Europe and concerns over a regional US bank led to a rally in bonds. Norbert Ruecker, Head of Macro & Next Generation Research, shares his latest insights on the oil market, and Ronny Kaufmann from our CIO Office talks about the ongoing earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:30 Markets wrap-up by Jan Bopp (Investment Writing)
06:11 Commodity update by Norbert Rücker (Head of Economics and Next Generation Research)
09:17 Latest from the Investment Committee by Ronny Kaufmann (CIO Strategy & Investment Analysis)
14:30 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.