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Much to absorb in this data-heavy week

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Manage episode 438324640 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.

Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders rebounded after two lacklustre months. As equities continue to struggle for traction in September, a key segment of the US Treasury yield curve brieflyinverted yesterday. In this episode, we’re joined by Norbert Rücker, Head of Economics & Next Generation Research, who provides an update on the oil market. In addition, Ronny Kaufmann from our CIO Strategy & Investment Analysis team provides insights into our investment strategy and discusses the recent investment boom in the technology sector.

00:00 Introduction by Helen Freer (Investment Writing)

00:34 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:30 Oil update by Norbert Rücker (Head of Economics & Next Generation Research)

11:15 Update from the CIO Office by Ronny Kaufmann (CIO Strategy & Investment Analysis)

14:40 Closing remarks by Helen Freer (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

575 episodes

Artwork
iconShare
 
Manage episode 438324640 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.

Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders rebounded after two lacklustre months. As equities continue to struggle for traction in September, a key segment of the US Treasury yield curve brieflyinverted yesterday. In this episode, we’re joined by Norbert Rücker, Head of Economics & Next Generation Research, who provides an update on the oil market. In addition, Ronny Kaufmann from our CIO Strategy & Investment Analysis team provides insights into our investment strategy and discusses the recent investment boom in the technology sector.

00:00 Introduction by Helen Freer (Investment Writing)

00:34 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:30 Oil update by Norbert Rücker (Head of Economics & Next Generation Research)

11:15 Update from the CIO Office by Ronny Kaufmann (CIO Strategy & Investment Analysis)

14:40 Closing remarks by Helen Freer (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

575 episodes

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