Moving Markets

Last Friday, the board of OpenAI fired founder and CEO Sam Altman and appointed Emmett Shear, the former head of Amazon's Twitch game streaming site, as its new CEO. US Treasuries are on track for their best month since March, and Argentine voters elected libertarian outsider Javier Milei as their new president in a political upset. Mensur Pocinci, Head of Technical Analysis Research, talks about whether small caps are finally starting to outperform large caps, bonds benefitting from the tailwind of lower interest rates, and gold's attempt to break above USD 2,000 an ounce in recent weeks.

00:00 Introduction by Mike Rauber (Investment Writing)
00:34 Markets wrap-up by Alexander Petersen (Investment Writing)
04:16 Technical market view by Mensur Pocinci (Head of Technical Analysis Research)
08:48 Closing remarks by Mike Rauber (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.