Moving Markets

While US new homes sales rose strongly, highlighting the remarkable resilience of the US economy, it’s the Q3 earnings season that continues to dominate investor sentiment this week. Carsten Menke, Head of Next Generation Research, talks about China's latest stimulus measures and what these mean for industrial metal prices. And Ronny Kaufmann, CIO Strategy & Investment Analysis, provides an update on Julius Baer's CIO secular outlook, an essential part of Julius Baer's investment process.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:24 Markets wrap-up by Jonti Warris (Investment Writing)
05:55 What China’s infrastructure boost means for commodities by Carsten Menke (Head of Next Generation Research)
09:37 Investment Committee update by Ronny Kaufmann (CIO Strategy & Investment Analysis)
17:02 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.