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Sep 2024
12m 28s

US financials under pressure and tech st...

JULIUS BAER
About this episode

Tech stocks led the charge overnight, while financials felt the pinch, as yields fell, and the S&P 500 eked out a gain. But despite the market's mixed signals, all eyes were on the presidential debate between Kamala Harris and Donald Trump - and some believe Harris may have gained ground. Meanwhile, with a packed schedule of central bank meetings on the horizon, we're joined by Eirini Tsekeridou from Fixed Income Research to share her insights on what to expect from policymakers in the critical weeks ahead.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:35 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:33 Central bank expectations/implications: Eirini Tsekeridou (Fixed Income Research)

11:21 Closing remarks by Bernadette Anderko (Investment Writing)

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