Moving Markets

Nvidia delivered sterling results yesterday, topping analysts’ expectations for earnings per share, revenue and the forecast for quarterly sales. Stock markets globally rallied with tech and AI stocks benefitting disproportionately. US treasuries stabilised in Asian trading, having recovered some ground in the US session on Wednesday following softer-than-expected PMI data. Norbert Ruecker, Head of Macro and Next Generation Research, provides insights into the current ups and downs of European energy prices and Nicolas Jordan shares how our Investment Committee expects the Jackson Hole Symposium to unfold.  

00:00 Introduction by Helen Freer (Investment Writing)
00:33 Markets wrap-up by Bernadette Anderko (Investment Writing)
05:59 European energy market update by Norbert Rücker (Head of Macro & Next Generation Research)
09:08 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
11:38 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.