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?
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.
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