Artwork

Indhold leveret af Adventurous Media and Julius Baer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adventurous Media and Julius Baer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Everyone’s waiting for Nvidia

15:36
 
Del
 

Manage episode 436622674 series 3360361
Indhold leveret af Adventurous Media and Julius Baer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adventurous Media and Julius Baer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step up, but still lags behind pre-pandemic levels. In China, another set of disappointing earnings results has sparked concerns over the country’s slowing economy. In today’s episode, we're joined by Dario Messi, Head of Fixed Income Research, for an update on monetary policy and bonds, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the healthcare sector and obesity drugs.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:16 Fixed income update: Dario Messi (Head of Fixed Income Research)

10:45 Healthcare Stocks: Mathieu Racheter (Head of Equity Strategy)

14:26 Closing remarks by Bernadette Anderko (Investment Writing)

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.

  continue reading

593 episoder

Artwork
iconDel
 
Manage episode 436622674 series 3360361
Indhold leveret af Adventurous Media and Julius Baer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adventurous Media and Julius Baer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step up, but still lags behind pre-pandemic levels. In China, another set of disappointing earnings results has sparked concerns over the country’s slowing economy. In today’s episode, we're joined by Dario Messi, Head of Fixed Income Research, for an update on monetary policy and bonds, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the healthcare sector and obesity drugs.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:16 Fixed income update: Dario Messi (Head of Fixed Income Research)

10:45 Healthcare Stocks: Mathieu Racheter (Head of Equity Strategy)

14:26 Closing remarks by Bernadette Anderko (Investment Writing)

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.

  continue reading

593 episoder

Όλα τα επεισόδια

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning