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Gold glitters, stocks rally, and China’s cracks

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Manage episode 512577865 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://podcastplayer.com/legal.

European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Chinese consumer sentiment remains weak, while Germany’s industrial downturn fuels structural concerns. With the Fed maintaining a dovish stance and political tensions easing in France, investors turn to upcoming earnings and central bank cues. Today, we’re joined by Mathieu Racheter, Head of Equity Strategy Research, to discuss his outlook for the Q3 earnings season.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:24) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:21) - Q3 Earnings season preview: Mathieu Racheter, Head of Equity Strategy Research
  • (13:34) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
  continue reading

828 episodes

Artwork
iconShare
 
Manage episode 512577865 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://podcastplayer.com/legal.

European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Chinese consumer sentiment remains weak, while Germany’s industrial downturn fuels structural concerns. With the Fed maintaining a dovish stance and political tensions easing in France, investors turn to upcoming earnings and central bank cues. Today, we’re joined by Mathieu Racheter, Head of Equity Strategy Research, to discuss his outlook for the Q3 earnings season.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:24) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:21) - Q3 Earnings season preview: Mathieu Racheter, Head of Equity Strategy Research
  • (13:34) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
  continue reading

828 episodes

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