Artwork

Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Markets rattled by single stock news

10:12
 
Share
 

Manage episode 347315328 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Both the US and Asian stock markets were upended by micro news overnight. In the US, it was Target that rattled investors by announcing that sales were down as shoppers grappled with higher inflation heading into a peak shopping season. US retail sales data however painted a different picture coming in 0.3% higher than expected in October. In Asia, an announcement from Tencent that it will divest USD 20 billion in Meituan shares caused markets to sell off. Norbert Rücker, Head of Macro & Next Generation Research, updates us on his expectations for the energy markets, whilst Nicolas Jordan updates us on the CIO view.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)

02:52 Energy markets by Norbert Rücker (Macro & Next Generation Research)

05:55 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)

09:07 Closing remarks by Bernadette Anderko (Investment Writing)

  continue reading

566 episodes

Artwork
iconShare
 
Manage episode 347315328 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Both the US and Asian stock markets were upended by micro news overnight. In the US, it was Target that rattled investors by announcing that sales were down as shoppers grappled with higher inflation heading into a peak shopping season. US retail sales data however painted a different picture coming in 0.3% higher than expected in October. In Asia, an announcement from Tencent that it will divest USD 20 billion in Meituan shares caused markets to sell off. Norbert Rücker, Head of Macro & Next Generation Research, updates us on his expectations for the energy markets, whilst Nicolas Jordan updates us on the CIO view.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)

02:52 Energy markets by Norbert Rücker (Macro & Next Generation Research)

05:55 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)

09:07 Closing remarks by Bernadette Anderko (Investment Writing)

  continue reading

566 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide