Markets bounce back – Switzerland lags on tariff shock

European and US stocks staged a recovery rally yesterday, although the Swiss market trailed behind following the recent 39% tariff shock. Meanwhile, yields have fallen sharply across Europe due to robust real money demand. In the US, yields have also dipped slightly, as markets now largely anticipate a 25 basis-point rate cut in September. With a comprehensive update on the current state of the Swiss property market, we are joined by Markus Waeber, Head of Indirect Real Estate Advisory and Intelligence.(00:00) - Introduction: Helen Freer, Investment Writing (00:24) - Markets wrap-up: Roman Canziani, Head of Investment Writing (05:24) - Real estate update: Markus Waeber, Head of Indirect Real Estate Advisory & Intelligence (11:22) - Closing remarks: Helen Freer, 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.

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Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.