Moving Markets: Daily News

The S&P500 index now is at the brink of entering technical bull market territory, up nearly 20% since its lows after ‘Liberation Day’. Yesterday, equity markets rose, fuelled by a surprise fall of inflation in Europe, good labour market data in the US, a perceived easing of trade tensions and some AI chips-excitement following Meta’s energy deal. Dario Messi, Head of Fixed Income Research, joins us to share his views on where yields go and Mathieu Racheter, Head of Equity Strategy Research, speaks about the point at which yield levels start to trouble equity markets.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:34) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (06:34) - Bond Market update: Dario Messi, Head of Fixed Income Research
  • (11:18) - Equity strategy update: Mathieu Racheter, Head of Equity Strategy
  • (15:33) - Closing remarks: Bernadette Anderko, Investment Writing

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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.