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US stocks hit a new record - despite trade unease

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Manage episode 495811002 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.

The US stock market reached new heights, driven by the strong performance of several of the top tech giants, but the broader market failed to follow suit. Meanwhile, government bond yields declined across the board as the deadline for President Trump's trade negotiations, set for 1 August, draws closer. Mathieu Racheter, Head of Equity Strategy Research, offers his insights on the Japanese market in the aftermath of the recent election upheaval and provides a comprehensive overview of the earnings season thus far.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:35) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (07:04) - Implications of Japan elections and earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (11:27) - Closing remarks: Helen Freer, 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

799 episodes

Artwork
iconShare
 
Manage episode 495811002 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.

The US stock market reached new heights, driven by the strong performance of several of the top tech giants, but the broader market failed to follow suit. Meanwhile, government bond yields declined across the board as the deadline for President Trump's trade negotiations, set for 1 August, draws closer. Mathieu Racheter, Head of Equity Strategy Research, offers his insights on the Japanese market in the aftermath of the recent election upheaval and provides a comprehensive overview of the earnings season thus far.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:35) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (07:04) - Implications of Japan elections and earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (11:27) - Closing remarks: Helen Freer, 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

799 episodes

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