Moving Markets

The US National Security Council has announced a security aid package for Israel, and that more support will be announced in the near future. Treasuries jumped the most since March this morning after dovish Federal Reserve comments and the Middle East conflict fuelled a safe-haven rally. Chinese developer Country Garden has stepped up warnings that it's on course for its first ever default and has hired advisers, the strongest indication yet that the company is heading for a restructuring. Norbert Rücker, Head of Macro & Next Generation Research, gives his views on the oil market and the impact of the current conflict in the Middle East on financial markets.

00:00 Introduction by Helen Freer (Investment Writing)
00:25 Markets wrap-up by Alexander Petersen (Investment Writing)
04:20 Israel – Gaza conflict and market implications by Norbert Rücker (Head of Macro & Next Generation Research)
10:14 Closing remarks by Helen Freer (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.