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Top-down macro and bottom-up company results are moving markets today

Top-down macro and bottom-up company results are moving markets today

FromMoving Markets: Daily News


Top-down macro and bottom-up company results are moving markets today

FromMoving Markets: Daily News

ratings:
Length:
12 minutes
Released:
Oct 28, 2022
Format:
Podcast episode

Description

Shares are falling in Asia after disappointing results from US tech giants Meta and Alphabet, while the Bank of Japan does not move an inch on its ultra-low interest rate policy. David Meier, Macro & Next Generation Research, notes that the ECB is clearly focused on the inflation battle, but he explains why we have a below consensus view on future interest rate hikes. Carsten Menke, Head of Next Generation Research, sees digital assets moving from crypto crisis to crypto calm, but it’s too early to argue for a rapid rebound as bottom-up crypto-specific factors have not turned favourable (yet).00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)04:14 ECB interest rate decision by David Meier (Macro and Next Generation Research)07:44 Digital asset update by Carsten Menke (Head of Next Generation Research)11:24 Closing remarks by Mike Rauber (Investment Writing)
Released:
Oct 28, 2022
Format:
Podcast episode

Titles in the series (100)

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.