Moving Markets

The MSCI All-Country World Index is back at a new all-time high. The German government announcement of a EUR 46 billion tax relief package boosted European investor confidence, propelling the German DAX to a new high. US private-sector labour market data revealed weak job growth, triggering a sharp decline in US Treasury yields. In Asian markets, China's services sector showed signs of growth, while Japan's economy was affected by declining inflation-adjusted earnings for the fourth consecutive month. Today, attention turns to the European Central Bank. Norbert Rücker, Head of Economics & Next Generation Research, talks about the tectonic shifts in the oil and gas markets and Nicolas Jordan, CIO Office, discusses what the US equity market recovery and the USD weakness mean for investors.
  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:30) - Markets wrap-up: Mike Rauber, Investment Writing
  • (05:39) - Oil update: Norbert Rücker, Head of Economics & Next Generation Research
  • (10:14) - Update from the CIO Office: Nicolas Jordan, CIO Strategy & Investment Analysis
  • (14:28) - Closing remarks: 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.