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Equities fall sharply on recession fears

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Manage episode 432549036 series 3360361
Innhold levert av Adventurous Media and Julius Baer. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adventurous Media and Julius Baer eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

A weaker-than-expected US jobs report added to concerns that the Federal Reserve has been too slow to cut interest rates. Rate cut expectations increased strongly amid a slowing US job market pulling government bond yields lower, while global equities continue to sell off with the tech-heavy Nasdaq underperforming. The sell-off wiped out more than USD 2 trillion in value in just over three weeks as several megacaps entered bear-market territory. Mathieu Racheter, Head of Equity Strategy, guides us through the fundamentals and why he sees attractive entry opportunities in some areas of the market, while Mensur Pocinci, Head of Technical Analysis, discusses the implications of the latest sell-off from a technical perspective.

00:00 Introduction by Helen Freer (Investment Writing)

00:34 Markets wrap-up by Jan Bopp (Investment Writing)

06:51 Latest equity market developments: Mathieu Racheter (Head of Equity Strategy)

10:22 Technical Analysis update: Mensur Pocinci (Head of Technical Analysis Research)

12:52 Closing remarks by 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

587 episoder

Artwork
iconDel
 
Manage episode 432549036 series 3360361
Innhold levert av Adventurous Media and Julius Baer. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adventurous Media and Julius Baer eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

A weaker-than-expected US jobs report added to concerns that the Federal Reserve has been too slow to cut interest rates. Rate cut expectations increased strongly amid a slowing US job market pulling government bond yields lower, while global equities continue to sell off with the tech-heavy Nasdaq underperforming. The sell-off wiped out more than USD 2 trillion in value in just over three weeks as several megacaps entered bear-market territory. Mathieu Racheter, Head of Equity Strategy, guides us through the fundamentals and why he sees attractive entry opportunities in some areas of the market, while Mensur Pocinci, Head of Technical Analysis, discusses the implications of the latest sell-off from a technical perspective.

00:00 Introduction by Helen Freer (Investment Writing)

00:34 Markets wrap-up by Jan Bopp (Investment Writing)

06:51 Latest equity market developments: Mathieu Racheter (Head of Equity Strategy)

10:22 Technical Analysis update: Mensur Pocinci (Head of Technical Analysis Research)

12:52 Closing remarks by 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

587 episoder

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