logo
episode-header-image
Jan 2024
16m 50s

With the US closed, all eyes on Davos

JULIUS BAER
About this episode

US markets were shut for Martin Luther King Day yesterday, but polling booths in frozen Iowa were open for Republicans who voted overwhelmingly for Donald Trump as their next presidential nominee. Also yesterday, the World Economic Forum in Davos kicked off, with the ECB’s Robert Holzmann stealing most of the headlines as he sent European stock prices down and bond prices up with his comments that there might be no scope for rate cuts in the Eurozone in 2024. Hannah Wise, Head of Investment Communication, provides a sneak peek into the forthcoming Market Outlook 2024 Webcast taking place at 10:00 CET on the 18th January, whilst Manuel Villegas rejoins the show from Next Generation Research with the latest news on digital assets.

00:00 Introduction by Helen Freer (Investment Writing)

00:38 Markets wrap-up by Bernadette Anderko (Investment Writing)
06:47 Market Outlook 2024 Webcast 18th January by Hannah Wise (Head of Investment Communication)

10:15 Digital assets update by Manuel Villegas (Next Generation Research)

15:28 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 your favourite podcast player.

Up next
Today
Risk-on sentiment drives stocks higher as oil pulls back on Ukraine developments
<p>Equity markets continue to rally amid improving investor sentiment and rising expectations of further US interest rate cuts. Meanwhile, oil prices are trading lower, driven by signs of de-escalation efforts in relation to Russia’s war in Ukraine. In today’s programme, we are j ... Show More
18m 40s
Yesterday
The Nasdaq has its best day since May
<p>US equities, led by technology, rallied as confidence in artificial intelligence strengthened and rate-cut expectations grew. European defence stocks slipped amid ongoing Ukraine peace talks. Novo Nordisk tumbled, while Bayer surged on positive trial results. In Asia, Taiwan t ... Show More
11m 43s
Nov 24
Equity markets end a rough week on a strong footing
<p>Last week brought significant market shifts — from concerns about bursting investment bubbles to potential peace talks in Ukraine, and a major milestone for Eli Lilly. The S&amp;P 500 posted its second decline in three weeks, while the Nasdaq recorded a third consecutive weekl ... Show More
9m 53s
Recommended Episodes
Jan 2024
Javier Milei CALLS OUT WEF in Davos, Jamie Dimon Supports Trump in 2024 | PBD Podcast | Ep. 352
<p>Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana cover the biggest stories in politics, business, and current events! Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://bit.ly/3u0fqMU Purchase shares ... Show More
1h 57m
Jan 2018
Davos Confidential 1: Setting the scene - Advantage Angela - Panda scale for speeches
Davos Confidential: In the first of POLITICO’s daily pop-up podcasts from the World Economic Forum, Ryan Heath and Florian Eder preview this year’s gathering of the global elite. From the Crystal Awards to the Panda scale for speeches, Ryan and Florian have the inside track from ... Show More
12m 14s
Jan 2024
Vivek Drops Out, Trump Wins Iowa Caucuses, WEF Meets In Davos | PBD Podcast | Ep. 350
<p> Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana cover the biggest stories in politics, business, and current events! 11:00 - Adam receives death threats for his debate with Bassem Youssef. 20:45 - Peacock Network gets 23 million viewers for Chiefs vs Dolph ... Show More
1h 58m
Sep 2021
Tech Stock Sell-off, Carl at the Code Conference, Countdown to Powell and Yellen on the Hill, Ford's $11.4B bet on EVs, and the CEO of Robinhood Fires Back At Critics
Jim Cramer and David Faber led off with a rough start for the markets: Tech stocks in sell-off mode as the 10-year note yield hits a fresh three-month high. Jim and David focused on the mega-cap tech names and whether now is the time to buy. Speaking of tech: At the Code Conferen ... Show More
43m 20s
Mar 2023
Hike #9, Winning AI, & the SEC’s Celebrity Targets 03/23/23
<p>The Federal Reserve announced <a href="https://www.cnbc.com/2023/03/22/fed-rate-hike-decision-march-2023.html">a rate hike of 25 basis points</a>, its ninth consecutive hike in the last year. Chair Jerome Powell softened his tone on the central bank’s aggressive hiking policy, ... Show More
37m 51s
Jul 2022
Bloomberg Wall Street Week: July 15, 2022
One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, David Bianco, DWS Americas CIO & Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, wrap up the week in the markets. Greg Fleming, ... Show More
32m 23s
Dec 2023
Outlook 2024 with JPMorgan: Will Cuts be the Catalysts for Macros and Markets?
<p>Central banks around the world are starting to signal a shift in monetary policy, hinting at potential interest rate cuts in 2024. This comes after months of aggressive tightening to combat rising inflation. Market projections suggest at least 100 basis points (bps) of cuts by ... Show More
26m 22s
May 2024
Trump Hush Money Trial Closing Arguments
<p>Featuring:</p> <p>Bloomberg's Ed Baxter speaks with Hadriana Lowenkron, Bloomberg's White House and Politics Reporter, to discuss the latest updates on Donald Trump's hush money trial.</p> <p>Saira Malik, CIO of Nuveen discusses the latest movers on the markets.</p> <p>Charlie ... Show More
23m 54s