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Risk-on sentiment drives stocks higher as oil pulls back on Ukraine developments

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Manage episode 521304180 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.

Equity markets continue to rally amid improving investor sentiment and rising expectations of further US interest rate cuts. Meanwhile, oil prices are trading lower, driven by signs of de-escalation efforts in relation to Russia’s war in Ukraine. In today’s programme, we are joined by Nenad Dinic, Equity Strategy Research analyst, who shares his insights on why a stronger Japanese yen is unlikely to hinder the ongoing rise of Japanese equities.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:31) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:44) - Japan update: Nenad Dinic, Equity Strategy Research
  • (17:28) - Closing remarks: Helen Freer, 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 521304180 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.

Equity markets continue to rally amid improving investor sentiment and rising expectations of further US interest rate cuts. Meanwhile, oil prices are trading lower, driven by signs of de-escalation efforts in relation to Russia’s war in Ukraine. In today’s programme, we are joined by Nenad Dinic, Equity Strategy Research analyst, who shares his insights on why a stronger Japanese yen is unlikely to hinder the ongoing rise of Japanese equities.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:31) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:44) - Japan update: Nenad Dinic, Equity Strategy Research
  • (17:28) - Closing remarks: Helen Freer, 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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