Moving Markets

Equity markets have suffered steep losses in recent hours on the back of better-than-expected private employment data - today's official US non-farm payrolls report for June is likely to shed further light on the resilience of the US economy. Tim Gagie, our Head of FX & PM Solutions Geneva, shares his thoughts on how these figures could impact currencies and metals. And Kelly Chia, Deputy Head of Research Asia, talks about where he sees the best investment opportunities in Asian equity markets at the moment.

00:14 Introduction by Helen Freer (Investment Writing)
00:44 Markets wrap-up by Roman Canziani (Investment Writing)
06:54 FX update by Tim Gagie (Head of FX & PM Solutions Geneva)
12:32 Market Outlook Mid-Year 2023 deep-dive – Asian Equities by Kelly Chia (Deputy Head of Asia Research)
18:15 Closing remarks by 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.