Moving Markets

European stock markets struggled yesterday, while US markets closed higher and a strong tech sector pushed the Nasdaq to a new all-time high. Earnings reports from top companies including Meta and Microsoft will be closely watched today as investors navigate high expectations and uncertain market conditions ahead of next week's US elections. An important event that is partly behind the recent rise in US yields, says Dario Messi, Head of Fixed Income Research. And we have Mathieu Racheter, Head of Equity Strategy, on the show. He tells us why the robust earnings season is a stock picker's paradise.

00:00 Introduction by Roman Canziani (Head of Investment Writing)
00:34 Markets wrap-up by Jan Bopp (Investment Writing)
06:35 Bond market update: Dario Messi (Head of Fixed Income Research)
11:07 Earnings season update: Mathieu Racheter (Head of Equity Strategy)
15:09 Closing remarks by Roman Canziani (Head of 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.