Artwork

Sisällön tarjoaa Adventurous Media and Julius Baer. Adventurous Media and Julius Baer tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Player FM - Podcast-sovellus
Siirry offline-tilaan Player FM avulla!

Markets bounce back as dip buyers step in

17:30
 
Jaa
 

Manage episode 432947666 series 3360361
Sisällön tarjoaa Adventurous Media and Julius Baer. Adventurous Media and Julius Baer tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

US stocks surged yesterday, recouping some of the losses from the massive sell-off, and the rally continued overnight with all major Asia-Pacific markets trading in the green. As investor confidence grows globally, demand for safe-haven assets such as Treasuries has decreased, leading to a decline in Treasury prices and a rise in yields. In today’s episode, we're joined by Mathieu Racheter, Head of Equity Strategy,who provides an update on the fundamental state of the stock markets, including insights into the ongoing earnings season; and Dario Messi, Head of Fixed Income Strategy, who delves into the repricing of the bond market and the expectations for Federal Reserve rate cuts.

00:00 Introduction by Roman Canziani (Head of Investment Writing)

00:38 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:07 Earnings season update by Mathieu Racheter (Head of Equity Strategy)

12:15 Fixed income update by Dario Messi (Head of Fixed Income Research)

16:24 Closing remarks by Roman Canziani (Head of Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

  continue reading

587 jaksoa

Artwork
iconJaa
 
Manage episode 432947666 series 3360361
Sisällön tarjoaa Adventurous Media and Julius Baer. Adventurous Media and Julius Baer tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

US stocks surged yesterday, recouping some of the losses from the massive sell-off, and the rally continued overnight with all major Asia-Pacific markets trading in the green. As investor confidence grows globally, demand for safe-haven assets such as Treasuries has decreased, leading to a decline in Treasury prices and a rise in yields. In today’s episode, we're joined by Mathieu Racheter, Head of Equity Strategy,who provides an update on the fundamental state of the stock markets, including insights into the ongoing earnings season; and Dario Messi, Head of Fixed Income Strategy, who delves into the repricing of the bond market and the expectations for Federal Reserve rate cuts.

00:00 Introduction by Roman Canziani (Head of Investment Writing)

00:38 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:07 Earnings season update by Mathieu Racheter (Head of Equity Strategy)

12:15 Fixed income update by Dario Messi (Head of Fixed Income Research)

16:24 Closing remarks by Roman Canziani (Head of Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

  continue reading

587 jaksoa

Kaikki jaksot

×
 
Loading …

Tervetuloa Player FM:n!

Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.

 

Pikakäyttöopas