Moving Markets

US equities rallied last week on growing expectations of lower interest rates and Microsoft became the largest company by market capitalisation. The earnings season kicked off in earnest on Friday with the major banks including JPMorgan reporting, and this will be followed by Morgan Stanley and Goldman Sachs announcing results on Tuesday. The Republican nomination process for the US presidency begins tonight with the Iowa caucuses, where the former President Trump is seen as the clear frontrunner. Chinese equities are only marginally lower as China's central bank did not cut a key interest rate, while Baidu is sharply down as the risk of sanctions on the company has increased. Mensur Pocinci, Head of Technical Analysis Research, points out that the uptrend in (US) equities remains intact, as does the downtrend in bond yields.

00:00 Introduction by Helen Freer (Investment Writing)
00:27 Markets wrap-up by Mike Rauber (Investment Writing)
07:01 Technical Analysis update by Mensur Pocinci (Head of Technical Analysis Research)
09:50 Closing remarks by Helen Freer (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.