9 min listen
Markets dragged lower by lacklustre company earnings
Markets dragged lower by lacklustre company earnings
ratings:
Length:
18 minutes
Released:
Oct 26, 2023
Format:
Podcast episode
Description
While US new homes sales rose strongly, highlighting the remarkable resilience of the US economy, it’s the Q3 earnings season that continues to dominate investor sentiment this week. Carsten Menke, Head of Next Generation Research, talks about China's latest stimulus measures and what these mean for industrial metal prices. And Ronny Kaufmann, CIO Strategy & Investment Analysis, provides an update on Julius Baer's CIO secular outlook, an essential part of Julius Baer's investment process.00:00 Introduction by Bernadette Anderko (Investment Writing)00:24 Markets wrap-up by Jonti Warris (Investment Writing)05:55 What China’s infrastructure boost means for commodities by Carsten Menke (Head of Next Generation Research)09:37 Investment Committee update by Ronny Kaufmann (CIO Strategy & Investment Analysis)17:02 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.
Released:
Oct 26, 2023
Format:
Podcast episode
Titles in the series (100)
Stocks up, yields down on Friday: US equities posted solid gains on Friday, but the real action was in the bond market where growth concerns led to bond yields plunging. Mensur Pocinci, Head of Technical Analysis, provides his view on recent market developments, and shares what he is look by Moving Markets: Daily News