Moving Markets

US House Speaker Nancy Pelosi’s expected visit of Taiwan has triggered a light rally in traditional safe havens, namely US Treasuries, gold, the Swiss franc and the Japanese yen. Stock markets have not been able to hold on to their strong gains from July. David Kohl, Chief Economist, comments on the latest data with regard to economic growth in the US and Europe.

00:18 Introduction by Olivier Maris (Investment Writing)
00:45 Markets wrap by Roman Canziani (Head of Investment Writing)
04:45 Technical update by Markus Wachter (Technical Analysis)
06:32 US and Euro-area GDP by David Kohl (Chief Economist)
09:36 Closing remarks by Olivier Maris (Investment Writing)

Show Notes

US House Speaker Nancy Pelosi’s expected visit of Taiwan has triggered a light rally in traditional safe havens, namely US Treasuries, gold, the Swiss franc and the Japanese yen. Stock markets have not been able to hold on to their strong gains from July. David Kohl, Chief Economist, comments on the latest data with regard to economic growth in the US and Europe.

00:18 Introduction by Olivier Maris (Investment Writing)
00:45 Markets wrap by Roman Canziani (Head of Investment Writing)
04:45 Technical update by Markus Wachter (Technical Analysis) 
06:32 US and Euro-area GDP by David Kohl (Chief Economist)
09:36 Closing remarks by Olivier Maris (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.