Moving Markets

Federal Reserve Chair Jerome Powell has tempered expectations that the central bank may cut interest rates at its September meeting, leading to a modest decline in stock prices. However, after the close of trading, both Microsoft and Meta reported strong earnings for Q2, with their shares rising substantially, which could set the stage for a positive trading day ahead. Meanwhile, Tim Gagie, Head of FX/PM Private Banking Sales in Geneva, offers his insights on the current strength of the US dollar and identifies potential opportunities as we head into August.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:34) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (07:26) - FX and metals: Tim Gagie, Head of FX/PM PB Geneva
  • (11:27) - Closing remarks: 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.