Moving Markets

In China, equity markets rallied as investors there entertained the prospect that the zero-Covid policy might be dropped but at the same time the area around Foxconn Technology’s group has been put into a 7-day lockdown, which will drastically curtail shipments in and out of the world’s largest iPhone factory. US equity markets fell yesterday, the dollar faltered and 2-year Treasury yields rose – all in anticipation of another 75 basis point rate hike by the US Federal Reserve later on today. Dario Messi joins us from Fixed Income Research to share his thoughts on what to expect from the Fed (there’s a clue in the title).

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
04:27 Fed preview by Dario Messi (Fixed Income Research)
07:26 Closing remarks by Bernadette Anderko (Investment Writing)

Show Notes

In China, equity markets rallied as investors there entertained the prospect that the zero-Covid policy might be dropped but at the same time the area around Foxconn Technology’s group has been put into a 7-day lockdown, which will drastically curtail shipments in and out of the world’s largest iPhone factory. US equity markets fell yesterday, the dollar faltered and 2-year Treasury yields rose – all in anticipation of another 75 basis point rate hike by the US Federal Reserve later on today. Dario Messi joins us from Fixed Income Research to share his thoughts on what to expect from the Fed (there’s a clue in the title).

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
04:27 Fed preview by Dario Messi (Fixed Income Research)
07:26 Closing remarks by Bernadette Anderko (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.