Moving Markets

US equities rallied on Friday following better than expected earnings reports; Alphabet's admission that it needs to reverse some of the business decisions it made during the pandemic; and members of the Federal Reserve arguing for a moderation in interest rate hikes. One interesting observation: US monthly new home sales for December were reported on Friday at 4 million, well below the 5 million seen during much of the last decade. Mensur Pocinci, Head of Technical Analysis Research, makes the case for the Nasdaq and Swiss small- and mid-caps.

00:14 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
03:33 Technical update by Mensur Pocinci (Head of Technical Analysis)
05:33 Closing remarks by Mike Rauber (Investment Writing)

Show Notes

US equities rallied on Friday following better than expected earnings reports; Alphabet's admission that it needs to reverse some of the business decisions it made during the pandemic; and members of the Federal Reserve arguing for a moderation in interest rate hikes. One interesting observation: US monthly new home sales for December were reported on Friday at 4 million, well below the 5 million seen during much of the last decade. Mensur Pocinci, Head of Technical Analysis Research, makes the case for the Nasdaq and Swiss small- and mid-caps.

00:14 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
03:33 Technical update by Mensur Pocinci (Head of Technical Analysis)
05:33 Closing remarks by Mike Rauber (Investment Writing)

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.