Moving Markets: Daily News

Beyond the dominant theme of investors rotating out of technology and into small-cap stocks, another interesting trend has emerged: a shift from growth stocks to value stocks. Meanwhile, despite a widespread decline in business confidence across the eurozone, some upbeat earnings reports have managed to stand out. In the Asia-Pacific region, markets largely rebounded today, although Taiwan was a notable exception. Joining today’s show is Tim Gagie, Head of FX & Portfolio Management Solutions in Geneva, who shares his insights on a potential carry trade unwind and the key drivers behind precious metals markets this week.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:31 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:52 Currencies and metals by Tim Gagie (Head of FX & PM Solutions Geneva)
11:26 Closing remarks by 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.