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Bond markets surprised yesterday, but will the good news last?

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Manage episode 485420031 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://ppacc.player.fm/legal.

US stock markets played catch-up yesterday after a long holiday weekend. A boost in consumer confidence in both the US and Germany also contributed to the upbeat market mood, as did reports that the US is nearing the signing of new trade deals, potentially as early as this week. In the Asia-Pacific region overnight, equity markets delivered a mixed performance, with South Korea posting the strongest gains, driven largely by a surge in semiconductor stocks as investors positioned themselves ahead of Nvidia's earnings report later today. Meanwhile, shifts in longer-dated government bond yields remain the dominant theme in fixed income. To shed more light on the latest developments, we are joined today by Dario Messi, our Head of Fixed Income Research.

00:00 Introduction: Bernadette Anderko, Investment Writing

01:01 Markets wrap-up: Lucija Caculovic, Investment Writing

07:31 Bond market update: Dario Messi, Head of Fixed Income Research

12:06 Closing remarks: 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.

  continue reading

737 episodes

Artwork
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Manage episode 485420031 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://ppacc.player.fm/legal.

US stock markets played catch-up yesterday after a long holiday weekend. A boost in consumer confidence in both the US and Germany also contributed to the upbeat market mood, as did reports that the US is nearing the signing of new trade deals, potentially as early as this week. In the Asia-Pacific region overnight, equity markets delivered a mixed performance, with South Korea posting the strongest gains, driven largely by a surge in semiconductor stocks as investors positioned themselves ahead of Nvidia's earnings report later today. Meanwhile, shifts in longer-dated government bond yields remain the dominant theme in fixed income. To shed more light on the latest developments, we are joined today by Dario Messi, our Head of Fixed Income Research.

00:00 Introduction: Bernadette Anderko, Investment Writing

01:01 Markets wrap-up: Lucija Caculovic, Investment Writing

07:31 Bond market update: Dario Messi, Head of Fixed Income Research

12:06 Closing remarks: 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.

  continue reading

737 episodes

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