Moving Markets: Daily News

US equities fell further yesterday, weighed by concerns over rising Treasury yields ahead of a key speech later this week from Fed Chairman Jerome Powell. Dario Messi, Fixed Income Research, shares with us his recommendations on how to tackle the current environment in bond markets. And in a special contribution from Richard Tang, Head of Research Hong Kong, we talk about the latest developments in China.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:33 Markets wrap-up by Jonti Warris (Investment Writing)
05:56 Bond market update by Dario Messi (Fixed Income Research)

10:57 Latest developments in China (pre-recorded): Helen Freer (Investment Writing) and Richard Tang (Head of Research Hong Kong)
11:26 China: Triggers for latest economic concerns 
13:09 China: Impact of Chinese deflation
14:36 China: Explanation of recent rate decisions
15:43 China: Support for the property sector
17:29 China: Increase in risks to growth?
18:47 China: Our current investment philosophy

19:47 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.