Moving Markets

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)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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.