Moving Markets

Yesterday, the US and Iran agreed to the immediate and permanent termination of military operations on all fronts, including in Lebanon. The deal is set to be signed on Friday and still allows for a 60-day window to negotiate issues around Iran’s nuclear program. Evidently some details are still to be ironed out, but equity and bond markets have reacted positively, with Asia trading higher this morning and futures pointing to a higher opening globally today. Added to this, the price of oil has already dropped more than 4% and gold has climbed 3%. Mensur Pocinci, Head of Technical Analysis, provides his thoughts on where these assets might trade from here, as well as sharing his view on semiconductor stocks. 

  • (00:00) - Introduction: Jan Bopp, Product & Investment Content
  • (01:09) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
  • (07:18) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (09:22) - Closing remarks: Jan Bopp, Product & Investment Content

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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.