Moving Markets

US market sentiment was subdued following the big Fed-day on Wednesday, while the Bank of England delivered its largest rate hike in 33 years. China shares are on course for their best week since 2015 on continued speculation that the nation will start relaxing its zero-Covid policy. Tim Gagie, Head of FX&PM Solutions Geneva, takes a closer look at what drives currency markets this week with a special focus on today’s employment report. Carsten Menke, Head of Next Generation Research, compares bitcoin (miners) with gold (miners) and shows the differences, but also highlights similarities.

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:33 Digital asset update by Carsten Menke (Head of Next Generation Research)
07:28 FX update by Timothy Gagie (Head FX&PM Solutions Geneva)
10:18 Closing remarks by Mike Rauber (Investment Writing)

Show Notes

US market sentiment was subdued following the big Fed-day on Wednesday, while the Bank of England delivered its largest rate hike in 33 years. China shares are on course for their best week since 2015 on continued speculation that the nation will start relaxing its zero-Covid policy. Tim Gagie, Head of FX&PM Solutions Geneva, takes a closer look at what drives currency markets this week with a special focus on today’s employment report. Carsten Menke, Head of Next Generation Research, compares bitcoin (miners) with gold (miners) and shows the differences, but also highlights similarities.

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:33 Digital asset update by Carsten Menke (Head of Next Generation Research) 
07:28 FX update by Timothy Gagie (Head FX&PM Solutions Geneva)
10:18 Closing remarks by Mike Rauber (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.