Moving Markets

The US stock market reached new heights, driven by the strong performance of several of the top tech giants, but the broader market failed to follow suit. Meanwhile, government bond yields declined across the board as the deadline for President Trump's trade negotiations, set for 1 August, draws closer. Mathieu Racheter, Head of Equity Strategy Research, offers his insights on the Japanese market in the aftermath of the recent election upheaval and provides a comprehensive overview of the earnings season thus far.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:35) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (07:04) - Implications of Japan elections and earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (11:27) - Closing remarks: Helen Freer, 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.