Moving Markets

Defence stocks soared across the globe yesterday after US President Trump called for a bigger military budget. Meanwhile, technology shares stumbled, oil rebounded sharply, and precious metals gained ground. In Asian trading, Fast Retailing impressed with strong earnings, while Rio Tinto slipped on merger talks with Glencore. We also discuss the narrowing US trade deficit, the Fed’s dovish signals, and Switzerland’s muted inflation backdrop. Joining our show today is Tim Gagie, Head of FX/PM PB Geneva, with an update on metals and currencies.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:45) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (08:40) - FX & metals update: Tim Gagie, Head of FX/PM PB Geneva
  • (12:54) - Closing remarks: Helen Freer, Product & Investment Content

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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.