Moving Markets

Despite higher-than-expected US PMI services readings, stocks managed to claw back almost all of the losses through the trading session yesterday. The OPEC+’s announcement of a massive oil production cut provided tailwinds for oil and gas shares. Carsten Menke, our Head of Next Generation Research, shares his views on the latest moves in silver.

00:08 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
03:56 Silver update by Carsten Menke (Head of Next Generation Research)
06:39 Investment Committee Update by Ronny Kaufmann (CIO Strategy & Investment Analysis)
10:54 Closing remarks by Roman Canziani (Head of Investment Writing)

Show Notes

Despite higher-than-expected US PMI services readings, stocks managed to claw back almost all of the losses through the trading session yesterday. The OPEC+’s announcement of a massive oil production cut provided tailwinds for oil and gas shares. Carsten Menke, our Head of Next Generation Research, shares his views on the latest moves in silver.

00:08 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
03:56 Silver update by Carsten Menke (Head of Next Generation Research)
06:39 Investment Committee Update by Ronny Kaufmann (CIO Strategy & Investment Analysis)
10:54 Closing remarks by Roman Canziani (Head of 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.