Moving Markets

The view that the conflict in the Middle East may remain geographically limited with little impact on markets was the leading narrative yesterday. US equities and, today, Asian equities rose on the resulting risk-on sentiment. A strong start to the US earnings season also helped to improve investor sentiment after a rocky weekend. Manuel Villegas, Next Generation Research, talks about how the macro headwinds for bitcoin are fading as the approval of a spot bitcoin ETF looks increasingly likely.

00:00 Introduction by Jonti Warris (Investment Writing)
00:34 Markets wrap-up by Mike Rauber (Investment Writing)
06:36 Digital assets update by Manuel Villegas (Next Generation Research)
10:21 Closing remarks by Jonti Warris (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

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.