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Markets bounce back as dip buyers step in

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Konten disediakan oleh Adventurous Media and Julius Baer. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Adventurous Media and Julius Baer atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

593 episode

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iconBagikan
 
Manage episode 432947666 series 3360361
Konten disediakan oleh Adventurous Media and Julius Baer. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Adventurous Media and Julius Baer atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

593 episode

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