Moving Markets

Yesterday’s biggest economic story was the US inflation data for September, which showed a slight rise in prices, leaving investors to wonder whether the Fed will opt for a smaller rate cut – or none at all – at its next meeting in November. Meanwhile in Europe, the French government unveiled its budget plan for next year in an attempt to tackle the country’s large public debt and restore investor confidence. Today marks the official start of the earnings season, which should provide a nice distraction from all the other macroeconomic news. Tim Gagie, Head of FX & PM Solutions in Geneva, joins today’s show to talk about the US dollar, gold and where he sees opportunities in FX at the moment. We’re also joined by Markus Waeber, Head Indirect Real Estate Advisory & Intelligence, for an update on the Swiss and German property markets.

00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:08 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)
11:41 Switzerland and Germany Real Estate: Markus Waeber (Head Indirect Real Estate Advisory & Intelligence)
14:58 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.