Julius Baer Finance Talk - current markets made easy

Janwillem Acket, Chief Economist, discusses with Damien Ng about the latest developments of Brexit and the chances that the Brexit divorce deal could be ratified in a vote in the House of Commons scheduled to take place in mid-December.

Does good Q3 economic growth data give the UK enough self-confidence for a hard Brexit?

David Kohl, Head Currency Research and Deputy Chief Economist, puts the latest GDP data into perspective.

Claudia Beyeler, Head of Thematic Research, discusses with Damien Ng about the US mid-term elections, the earnings season in the US and Europe, bond market anxiety, as well as the Asian tourism investment space.

Patrik Lang, Head of Equities Research, and Manuel Moser, Financial Editor, discuss latest market developments in light of the earnings season and the economic data in the US.

Norbert Rücker, Head Macro & Commodities, explains whether China has gone too far with its deleveraging programme, what slightly weaker Chinese GDP data mean for cyclical metals, when we expect the ECB to end its quantitative easing programme and start hiking interest rates and whether we see any contagion risk for other European countries following Italy's downgrade.

Carsten Menke, Commodity Analyst, discusses with Damien Ng whether we are at the end of the bull market, about the US mid-term elections and the impact of the US-China trade tensions on the Chinese export data.

Janwillem Acket, Chief Economist at Julius Baer, talks to Helen Freer, Investment Writer, about Italy's budget discussions with the EU and what it means for the euro.

Philipp Lienhardt, Head of Equity Single Titles at Julius Baer, talks to Helen Freer, Investment Writer, about the budget deficit agreed with Italy's populist government as well as the euro's reaction to the Federal Reserve's rate hike last week.

Christian Gattiker, Head Research & Investment Solutions, believes that the economic backdrop in the US appears robust enough to digest rising prices for imported goods from China and fewer experts from China. On the other hand, China appears more vulnerable largely due to its deleveraging policy, which is resulting in slower growth. Nevertheless, the Chinese economy is much less dependent on a growing trade surplus compared to years ago, thereby limiting the negative effects of the latest trade dispute escalation.

Markus Allenspach, Head of Fixed Income Research at Julius Baer, talks to Manuel Moser, Financial Editor, about current risks in emerging markets.