logo
episode-header-image
Nov 2024
12m 18s

Fasten your seatbelt for a busy week

JULIUS BAER
About this episode

A busy week ahead with key events including the US presidential election, the US Federal Reserve’s interest rate decision, and China's National People's Congress meeting to name but a few. The latest Iowa poll shows Kamala Harris leading Donald Trump, despite him winning the state in 2016 and 2020. The US Federal Reserve is expected to cut interest rates by 25bps on Wednesday. Among the 300 major companies reporting earnings are weight-loss company NovoNordisk and luxury group Richemont. Mensur Pocinci, Head of Technical Analysis, notes that in the past a Democratic president and a divided Congress have produced the best returns, if history is any guide.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Mike Rauber (Investment Writing)

07:43 Technical Analysis update – Focus on US election by Mensur Pocinci (Head of Technical Analysis)

10:58 Closing remarks by Mike Rauber (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
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
Nov 21
A rare reversal in US equities
<p>Stock markets swung sharply as NVIDIA’s post-earnings rally reversed into losses, triggering a sell-off on Wall Street. Robust US employment data and hawkish signals from US Federal Reserve officials dampened hopes of interest rate cuts, while defensive sectors held firm and o ... Show More
12m 5s
Nov 20
NVIDIA results ease AI bubble fears
<p>NVIDIA CEO Jensen Huang shrugged off concerns about an AI bubble on Wednesday, as the company surprised Wall Street with accelerating growth after several quarters of slowing sales growth. Technology-heavy indices in Asia are trading significantly higher this morning. Defence ... Show More
14m 46s
Recommended Episodes
Oct 13
What’s up with the US economy? With Austan Goolsbee
Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed’s interest rate-setting committee, speaks to the FT’s economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Tr ... Show More
24m 57s
Oct 17
Zelensky's crucial meeting with Trump in Washington
President Zelensky of Ukraine is in Washington ahead of crucial talks with Donald Trump. He's expected to press for long-range Tomahawk missiles to strike Russia. Also: China's ruling Communist Party expels nine senior military officials. New Yorkers are preparing to vote for a n ... Show More
27m 19s
Feb 2025
Fed Minutes Signal Officials on Hold Until Inflation Improves
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg International Economics and Policy Correspondent Michael McKee reports on Federal Reserve officials expressing their readiness to hold interest rates steady amid stubborn inflation and economic policy ... Show More
1h 2m
Sep 5
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ... Show More
42m 7s
Nov 11
Wall Street Gains on Optimism US Will Soon Reopen
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street’s bets that the largest shutdown in US history is soon coming to an end drove a rebound in stocks, spurring optimism that access to official economic data will shed light on the Federal Reserve outlo ... Show More
36m 11s
Nov 2024
What Will Bitcoin 100k Mean For Indian investors?
  As Bitcoin nears $100,000, Trump’s pro-crypto policies, including a proposed Crypto Czar and a U.S. “Bitcoin stockpile,” are reshaping global sentiment about this asset class. The EU and UK are advancing crypto regulations, while India’s capital markets regulator SEBI hints at ... Show More
27m 38s
Oct 2
Nigeria’s pivot to solar power
Sales of Chinese electric-car maker BYD fell for the first time in 19 months in September, the US government shutdown is not likely to affect interest rates, and a fresh bout of jitters is shaking Argentina’s financial markets. Plus, a nascent solar revolution is taking hold in A ... Show More
10m 36s
Feb 2025
Nvidia Sees Mixed Outlook After Two Years of Blowout Results
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor & Networking Reporter Ian King discusses Nvidia's quarterly sales coming in at about $43 billion, slightly above analysts' estimates, but gross profit margins will be tighter tha ... Show More
30m 17s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
<p>Peter Schiff discusses market drops, tariff impacts, Trump&#39;s Bitcoin reserve, and advocates for foreign stocks and gold investments.</p><p><br></p><p>Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold</p><p><br></p><p>Start your free online vi ... Show More
1h 1m
Oct 2022
It’s Election Time Again—Do We Predict Better This Time?
<p>With the 2022 U.S. midterms right around the corner, this month’s podcast is all about elections. Who is going to win and why? In today's episode, we talk to four experts about their predictions for the upcoming midterm elections in November and how these elections might impac ... Show More
32m 54s