After Jackson Hole is ahead of Nvidia’s earnings report episode artwork

EPISODE · Aug 27, 2025 · 12 MIN

After Jackson Hole is ahead of Nvidia’s earnings report

from Moving Markets · host Julius Baer

French political uncertainty sparks market jitters, sending European equities tumbling, with the CAC 40 falling a further 1.7% yesterday. In contrast, US stocks buck the trend despite concerns over the Fed's independence. Today, market participants will focus on upcoming corporate earnings, in particular Nvidia's quarterly results. And we have Dario Messi, Head of Fixed Income Research, on the show to discuss what Jackson Hole and the French confidence vote mean for bond markets, and what fixed income investors should do now.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:27) - Markets wrap-up: Jan Bopp, Product & Investment Content (05:52) - What Jackson Hole and the French confidence vote mean for bond markets: Dario Messi, Head of Fixed Income Research (11:30) - Closing remarks: Bernadette Anderko, Product & Investment Content 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.

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After Jackson Hole is ahead of Nvidia’s earnings report

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