Moving Markets: Daily News

Luxury companies continue to face cooling demand for their high-end goods in China. And mega-cap tech companies have had a lacklustre start to the earnings season. While equity markets are moving big on earnings reports, bond markets are taking a back seat. Dario Messi, Head of Fixed Income Research, talks about his expectations for bond markets going forward. And we have Mathieu Racheter, Head of Equity Strategy, who talks about a positive earnings season so far and where he sees strengths and weaknesses.

00:00 Introduction by Lucija Caculovic (Investment Writing)
00:34 Markets wrap-up by Jan Bopp (Investment Writing)
06:19 Fixed income update by Dario Messi (Head of Fixed Income Research)
09:46 Q2 earnings season update by Mathieu Racheter (Head of Equity Strategy)
12:27 Closing remarks by Lucija Caculovic (Investment Writing)

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What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.