Moving Markets

Equity markets staged a cautious rebound yesterday, with major indices posting modest gains. In Europe, utilities led the advance, lifting the broader market, while in the US, leadership came from big tech and AI-related stocks. Sentiment was buoyed by SoftBank founder Masayoshi Son’s revelation that he was “practically crying” to sell the company’s Nvidia stake, alongside a strong earnings report from MongoDB. However, not all segments participated in the rally – precious metals lagged, and the energy sector saw a notable reversal. Meanwhile, DarioMessi, Head of Fixed Income Research, discusses expectations surrounding the still-pending appointment of a new Fed Chair for next year and how the bond market is digesting this transition.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:28) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:29) - Bond market update: Dario Messi, Head of Fixed Income Research
  • (10:34) - 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.