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Global equity rally boosted by tech stocks and rate cut prospects

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Manage episode 521434325 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.

Markets are now pricing in an almost 85% probability of a 25 basis point rate cut by the Fed in December – this boosted tech stocks and others followed suit, prompting a global rally. US markets will be shut today for the Thanksgiving holiday, and the Black Friday shopping bonanza will start tomorrow when the US market will reopen for a shortened trading session. Norbert Rücker, Head of Economic and Next Generation Research, joins the show with a timely update on energy markets and what’s driving them currently. And Tim Gagie, Head of FX Advisory Geneva, rounds off the podcast by highlighting the latest moves in Sterling after the UK budget as well as this week’s action in preciousmetals.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:44) - Energy Markets: Norbert Rücker, Head of Economics & Next Generation Research
  • (11:41) - FX and metals update: Tim Gagie, Head of FX/PM PB Geneva
  • (15:56) - 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

866 episodes

Artwork
iconShare
 
Manage episode 521434325 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.

Markets are now pricing in an almost 85% probability of a 25 basis point rate cut by the Fed in December – this boosted tech stocks and others followed suit, prompting a global rally. US markets will be shut today for the Thanksgiving holiday, and the Black Friday shopping bonanza will start tomorrow when the US market will reopen for a shortened trading session. Norbert Rücker, Head of Economic and Next Generation Research, joins the show with a timely update on energy markets and what’s driving them currently. And Tim Gagie, Head of FX Advisory Geneva, rounds off the podcast by highlighting the latest moves in Sterling after the UK budget as well as this week’s action in preciousmetals.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:44) - Energy Markets: Norbert Rücker, Head of Economics & Next Generation Research
  • (11:41) - FX and metals update: Tim Gagie, Head of FX/PM PB Geneva
  • (15:56) - 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

866 episodes

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