Moving Markets

Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step up, but still lags behind pre-pandemic levels. In China, another set of disappointing earnings results has sparked concerns over the country’s slowing economy. In today’s episode, we're joined by Dario Messi, Head of Fixed Income Research, for an update on monetary policy and bonds, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the healthcare sector and obesity drugs.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:16 Fixed income update: Dario Messi (Head of Fixed Income Research)
10:45 Healthcare Stocks: Mathieu Racheter (Head of Equity Strategy)
14:26 Closing remarks by Bernadette Anderko (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.