Moving Markets

Markets closed a volatile quarter with sharply lower oil and gold prices, while AI optimism continued to support equities on both sides of the Atlantic. European stocks posted their strongest quarter in over five years, and US markets remained resilient despite weakness in the ‘Magnificent Seven’. In today’s show, we also discuss easing eurozone inflation, strong US labour market data and key developments across Asia. In addition, our fixed income research analyst Eirini Tsekeridou joins us to explain why bond yields have remained elevated despite falling oil prices, and to discuss the impact of AI on fixed income markets.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:28) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:27) - What’s driving bond yields now? Eirini Tsekeridou, Fixed Income Research
  • (10:34) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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.