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Renewed Fed rate cut hopes fuel US equity market gains

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Manage episode 428148559 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.

US stocks inched higher yesterday with the S&P 500 and Nasdaq indices reaching new record highs following Fed Chair Powell’s encouraging remarks that the US is no longer an overheated economy. Dario Messi, Head of Fixed Income Research, provides an update on the bond market ahead of the ECB’s monetary policy meeting next week. And Mathieu Racheter, Head of Equity Strategy gives a preview of what to expect from the Q2 earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:28 Markets wrap-up by Jonti Warris (Investment Writing)

06:20 Bond market update by Dario Messi (Head of Fixed Income Research)

11:25 Q2 Earnings Season Preview by Mathieu Racheter (Head of Equity Strategy)

16:06 Closing remarks by Bernadette Anderko (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

555 episodes

Artwork
iconShare
 
Manage episode 428148559 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.

US stocks inched higher yesterday with the S&P 500 and Nasdaq indices reaching new record highs following Fed Chair Powell’s encouraging remarks that the US is no longer an overheated economy. Dario Messi, Head of Fixed Income Research, provides an update on the bond market ahead of the ECB’s monetary policy meeting next week. And Mathieu Racheter, Head of Equity Strategy gives a preview of what to expect from the Q2 earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:28 Markets wrap-up by Jonti Warris (Investment Writing)

06:20 Bond market update by Dario Messi (Head of Fixed Income Research)

11:25 Q2 Earnings Season Preview by Mathieu Racheter (Head of Equity Strategy)

16:06 Closing remarks by Bernadette Anderko (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

555 episodes

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