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US equities slide as Nvidia-OpenAI deal raises questions

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Manage episode 508216071 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.

US equities struggled to keep up with the recent momentum yesterday, with the S&P 500 posting its worst day in three weeks, while the NASDAQ and the Magnificent 7 saw even larger declines. Questions around the Nvidia-OpenAI-deal weighed on segment. Over in Europe, there was much more of a risk-on tone after the September flash PMIs painted a picture of ongoing resilience. Powell did not offer any groundbreaking revelations in yesterday’s press conference, reiterating his arguments for last week’s rate cut. Mathieu Racheter, Head of Equity Strategy Research, discusses what the restarted rate cutting cycle means for equities going into year end, as well as what he thinks about Swiss equities after August’s tariff shock.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:27) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (05:52) - Equity market update and outlook: Mathieu Racheter, Head of Equity Strategy Research
  • (11:40) - 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

824 episodes

Artwork
iconShare
 
Manage episode 508216071 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.

US equities struggled to keep up with the recent momentum yesterday, with the S&P 500 posting its worst day in three weeks, while the NASDAQ and the Magnificent 7 saw even larger declines. Questions around the Nvidia-OpenAI-deal weighed on segment. Over in Europe, there was much more of a risk-on tone after the September flash PMIs painted a picture of ongoing resilience. Powell did not offer any groundbreaking revelations in yesterday’s press conference, reiterating his arguments for last week’s rate cut. Mathieu Racheter, Head of Equity Strategy Research, discusses what the restarted rate cutting cycle means for equities going into year end, as well as what he thinks about Swiss equities after August’s tariff shock.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:27) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (05:52) - Equity market update and outlook: Mathieu Racheter, Head of Equity Strategy Research
  • (11:40) - 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

824 episodes

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