While US markets were closed due to Independence Day, European markets, especially in the UK and Switzerland, staged a rally yesterday, driven by dip buyers. Today, it is all about inflation data with markets again being surprised by higher than expected inflation prints. Dario Messi from Fixed Income Research puts it all in perspective and explains where he sees value.

00:18 Introduction by Olivier Maris (Investment Writing)

00:41 Markets Wrap Up by Roman Canziani (Head of Investment Writing)

03:32 US Government bonds by Dario Messi (Fixed Income Research)

08:17 Closing remarks by Olivier Maris (Investment Writing)

US equities posted solid gains on Friday, but the real action was in the bond market where growth concerns led to bond yields plunging. Mensur Pocinci, Head of Technical Analysis, provides his view on recent market developments, and shares what he is looking at. 

00:18 Introduction by Lucija Caculovic (Investment Writing)

00:45 Markets Wrap Up by Mike Rauber (Investment Writing)

04:49 Technical update by Mensur Pocinci (Head of Technical Analysis)

07:29 Closing remarks by Lucija Caculovic (Investment Writing)

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.