Moving Markets: Daily News

Financial markets have calmed a little after investors seeking safe havens drove stocks and government bond yields lower and gold, oil, the US dollar and the Swiss franc higher. Iran’s attack on Israel has been left unanswered by Israel so far, so markets remain on tenterhooks – they hope for ‘more barking rather than biting’ for now. Mathieu Racheter, Head of Equity Strategy, shares his fundamental assessment across asset classes, now that the Federal Reserve has embarked on its rate cutting cycle.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:27 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:11 Rate cuts -  implications for different assets: Mathieu Racheter (Head of Equity Strategy)
11:14 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.