Moving Markets

Equity markets are clearly anticipating a CPI report today that will show inflation slowing in the US, as most of the main global indices closed their sessions higher yesterday. China’s stock market was boosted by an announcement from Central Huijin Investment Ltd that they are increasing (and will continue to increase) their stake in four Chinese banks. Norbert Rücker, Head of Macro & Next Generation Research, puts the oil market in perspective in light of the ongoing geopolitical situation, and Nicolas Jordan, CIO Strategy & Investment Analysis, explains why our Investment Committee continues to be bullish. 

00:00 Introduction by Helen Freer (Investment Writing)
00:28 Markets wrap-up by Bernadette Anderko (Investment Writing)
05:47 Oil by Norbert Ruecker (Head of Macro & Next Generation Research)
10:41 Latest news from the Investment Committee by Nicolas Jordan (CIO Strategy & Investment Analysis)
13:31 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.