Moving Markets

US markets took a breather yesterday, after a couple of strong trading days last week. While today’s trading action will be overshadowed by the Federal Reserve’s rate decision tomorrow, Asian stock markets are rallying on speculation to an end of the Covid-Zero policy in China. Nenad Dinic, from our Research’s Equity Strategy team, shares his thoughts on the outcome of the Brazilian Presidential elections and what that means for financial markets going forward.

00:09 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
05:28 Brazilian elections by Nenad Dinic (Equity Strategy)
09:52 Closing remarks by Roman Canziani (Head of Investment Writing)

Show Notes

US markets took a breather yesterday, after a couple of strong trading days last week. While today’s trading action will be overshadowed by the Federal Reserve’s rate decision tomorrow, Asian stock markets are rallying on speculation to an end of the Covid-Zero policy in China. Nenad Dinic, from our Research’s Equity Strategy team, shares his thoughts on the outcome of the Brazilian Presidential elections and what that means for financial markets going forward.

00:09 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
05:28 Brazilian elections by Nenad Dinic (Equity Strategy)
09:52 Closing remarks by Roman Canziani (Head of Investment Writing)

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.