Moving Markets

There were no big movements in the major US markets yesterday after the major indices in Europe all ended the day in the red. The US dollar has weakened ahead of US Q4 GDP data that comes out later today and the PCE inflation measure that is due out tomorrow. Norbert Ruecker, Head of Macro & Next Generation Research, shares his latest insights on the energy markets, and Nicolas Jordan, CIO Strategy & Investment Analysis, provides details on the latest discussions with regard to the bank’s investment strategy.

00:14 Introduction and markets wrap-up by Helen Freer (Investment Writing)
03:40 Update on energy by Norbert Rücker (Head of Macro & Next Generation Research)
07:18 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
10:12 Closing remarks by Helen Freer (Investment Writing)

Show Notes

There were no big movements in the major US markets yesterday after the major indices in Europe all ended the day in the red. The US dollar has weakened ahead of US Q4 GDP data that comes out later today and the PCE inflation measure that is due out tomorrow. Norbert Ruecker, Head of Macro & Next Generation Research, shares his latest insights on the energy markets, and Nicolas Jordan, CIO Strategy & Investment Analysis, provides details on the latest discussions with regard to the bank’s investment strategy.

00:14 Introduction and markets wrap-up by Helen Freer (Investment Writing)
03:40 Update on energy by Norbert Rücker (Head of Macro & Next Generation Research)
07:18 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
10:12 Closing remarks by Helen Freer (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.