Moving Markets

President Emanuel Macron's call for legislative elections sends shockwaves through European financial markets. It is the big day for US inflation and the Federal Reserve's interest rate decision. Apple hits a new all-time high. China remains in a deflationary environment, while Japan's producer prices surprise to the upside. Dario Messi, Fixed Income Strategy, remains positive on peripheral European government bonds despite political uncertainty in France. Tim Gagie, Head of FX & PM Solutions Geneva, discusses the news that China's central bank has stopped buying gold (for now).

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:31 Markets wrap-up by Mike Rauber (Investment Writing)
07:25 European politics/The Fed by Dario Messi (Fixed Income Strategy)
13:32 FX and Metals update by Tim Gagie (Head FX & PM Solutions Geneva)
18:22 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.

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.