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Aug 2024
14m 5s

Corporate America buys the dip

JULIUS BAER
About this episode

Equity markets rebounded strongly last week, driven by tame inflation data, stabilising macro data, and solid earnings. Quant funds are expected to rebuild their positions, and corporate America is buying the dip, with record orders for share buybacks. And Mensur Pocinci, Head of Technical Analysis, talks about why he thinks the recent bounce is an early start to the year-end rally.

00:00 Introduction by Roman Canziani (Head of Investment Writing)

00:28 Markets wrap-up by Jan Bopp (Investment Writing)

07:03 Technical Analysis by Mensur Pocinci (Head of Technical Analysis)

13:00 Closing remarks by Roman Canziani (Head of Investment Writing)


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