Moving Markets

The sell-off in US bond markets resumed yesterday, pushing yields on typical Treasuries and Treasury Inflation Protected Securities (TIPS) up to levels not seen in years. Meanwhile, tech stocks rallied on optimistic earnings reports, which is particularly interesting as they have historically struggled in a high interest rate environment. In Asia, Japanese yields also surged, fuelling speculation that the Bank of Japan could launch an unscheduled bond-buying operation. Manuel Villegas from Next Generation Research joins today’s episode with his views on the latest news on digital assets. 

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)
05:25 Latest news on digital assets by Manuel Villegas (Next Generation Research)
08:17 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.