Moving Markets

It was a mixed bag for global equities at the start of the new trading week. European equities stumbled in response to last week's robust US jobs data, while US markets saw a significant shift away from technology stocks and towards energy, healthcare and materials. Market sentiment is being driven by expectations that the Federal Reserve will be cautious with regard to cutting interest rates this year, higher global government bond yields and a strengthening US dollar. Meanwhile, Japanese equities faced headwinds overnight amid growing expectations of an imminent rate hike. Joining us to break down the current state of the crypto world is Manuel Villegas from Next Generation Research.

00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:50 Digital assets update by Manuel Villegas (Next Generation Research)
10:12 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.