Moving Markets: Daily News

September gets off to a rocky start for stocks, with semiconductors plummeting. The S&P 500 index has suffered its worst September opening in years, tumbling over 2% amid renewed worries about overstretched valuations in AI-related stocks and a disappointing manufacturing report. Meanwhile, oil prices have wiped out their entire year-to-date gain, while the Japanese yen surges. In this episode, we're joined by Eirini Tsekeridou, Fixed Income Research expert, who shares her bullish case for Brazilian stocks and bonds.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:38 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:41 Brazilian bond market update by Eirini Tsekeridou (Fixed Income Research)
09:58 Closing remarks by Bernadette Anderko (Investment Writing)

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What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.