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EPISODE · Sep 15, 2022 · 10 MIN

Cautious rally

from Moving Markets · host Julius Baer

US equities recovered some of their losses yesterday, with Asia following suit, but concerns remain about the pace of US Federal Reserve tightening, as evidenced by the even steeper inversion of the US Treasury yield curve. Norbert Ruecker, Head of Macro & Next Generation Research, shares his thoughts on the energy situation and explains why he believes that despite the current higher prices, the market fears over Europe’s energy risks are excessive. Nicolas Jordan, CIO Strategy & Investment Analyst, talks us through the discussions and decisions in this week’s Investment Committee meeting.00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)03:16 EU energy by Norbert Ruecker (Head of Macro & Next Generation Research)06:33 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)10:06 Closing remarks by Bernadette Anderko (Investment Writing)

Episode metadata supplied by the publisher feed · Published Sep 15, 2022

What this episode covers

US equities recovered some of their losses yesterday, with Asia following suit, but concerns remain about the pace of US Federal Reserve tightening, as evidenced by the even steeper inversion of the US Treasury yield curve. Norbert Ruecker, Head of Macro & Next Generation Research, shares his thoughts on the energy situation and explains why he believes that despite the current higher prices, the market fears over Europe’s energy risks are excessive. Nicolas Jordan, CIO Strategy & Investment Analyst, talks us through the discussions and decisions in this week’s Investment Committee meeting. 00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing) 03:16 EU energy by Norbert Ruecker (Head of Macro & Next Generation Research) 06:33 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis) 10:06 Closing remarks by Bernadette Anderko (Investment Writing)

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This episode was published on September 15, 2022.

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US equities recovered some of their losses yesterday, with Asia following suit, but concerns remain about the pace of US Federal Reserve tightening, as evidenced by the even steeper inversion of the US Treasury yield curve. Norbert Ruecker, Head of...

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