Moving Markets

US equities were mixed yesterday, with investors rotating out of technology as Microsoft dropped sharply while Meta jumped. In Europe, SAP’s steep fall weighed on the DAX, while the Swiss market outperformed. Precious metals are experiencing extreme volatility after record highs, energy prices are rising amid escalating Middle East tensions, while markets also price in the growing likelihood that Kevin Warsh will become the next chairman of the US Federal Reserve. Tim Gagie, Head of FX Advisory Geneva, explains what to watch in an environment of historic precious‑metal volatility and dollar weakness.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:24) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (06:41) - FX & metals update: Tim Gagie, Head of FX/PM PB Geneva
  • (10:56) - Closing remarks: Helen Freer, Product & Investment Content

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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.