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The biggest story in the markets remains China’s massive stimulus efforts, which have not only lifted Chinese equities but also had a spillover effect on European and US equities, particularly those that stand to benefit from a Chinese economic recovery. Despite some lacklustre economic indicators – including waning consumer confidence in the US, declining business sentiment in Germany and rising borrowing costs in France – investor optimism has been boosted by Beijing’s moves. In this episode, we’re joined by Manuel Villegas from Next Generation Research, who brings us up to speed on the latest developments in the crypto asset market.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:01 Digital assets: Manuel Villegas (Next Generation Research)
10:21 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 wherever you get your podcasts.
By Julius Baer5
44 ratings
The biggest story in the markets remains China’s massive stimulus efforts, which have not only lifted Chinese equities but also had a spillover effect on European and US equities, particularly those that stand to benefit from a Chinese economic recovery. Despite some lacklustre economic indicators – including waning consumer confidence in the US, declining business sentiment in Germany and rising borrowing costs in France – investor optimism has been boosted by Beijing’s moves. In this episode, we’re joined by Manuel Villegas from Next Generation Research, who brings us up to speed on the latest developments in the crypto asset market.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:01 Digital assets: Manuel Villegas (Next Generation Research)
10:21 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 wherever you get your podcasts.

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