Moving Markets

Asian stocks dip this morning, with traders selling on weaker than expected Chinese gross domestic product data despite an uptick towards year-end. Japanese stocks are up on the prospects of a further adjustment of the Bank of Japan’s yield-curve-control policy at the central bank’s meeting tomorrow. Mathieu Racheter, Head of Equity Strategy, shares his thoughts about Q4 results reported by some of the heavy-weight US Wall Street banks – markets are eagerly awaiting Morgan Stanley’s and Goldman Sachs’s reports, due today.

00:14 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
03:41 US bank earnings by Mathieu Racheter (Head of Equity Strategy)
05:48 Closing remarks by Roman Canziani (Head of Investment Writing)

Show Notes

Asian stocks dip this morning, with traders selling on weaker than expected Chinese gross domestic product data despite an uptick towards year-end. Japanese stocks are up on the prospects of a further adjustment of the Bank of Japan’s yield-curve-control policy at the central bank’s meeting tomorrow. Mathieu Racheter, Head of Equity Strategy, shares his thoughts about Q4 results reported by some of the heavy-weight US Wall Street banks – markets are eagerly awaiting Morgan Stanley’s and Goldman Sachs’s reports, due today.

00:14 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
03:41 US bank earnings by Mathieu Racheter (Head of Equity Strategy)
05:48 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.