Moving Markets

Julius Baer

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

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.

Subscribe Listen in podnod RSS feed Show website

1,058 episodes
Updated Today

Episodes1058

Newest first

Jan 11, 2023 · 6 min
Markets cautiously optimistic ahead of tomorrow’s CPI data
The key US equity indices closed higher yesterday with the Nasdaq Composite celebrating a third day in the green, as investors optimistic about the prospect of cooling inflation took the opportunity to pick up beaten-up tech stocks. Asian markets followed
Jan 10, 2023 · 13 min
Hawkish comments from Fed officials dampen the mood
In Europe, almost all of the major indices ended the day in the green yesterday and US equities also started positively, but the hawkish comments from some US Federal Reserve officials then dampened the mood. The S&P 500 ended the day broadly flat, wh
Jan 9, 2023 · 11 min
Strong equity rally on a positive US jobs report and China reopening
Stocks in the US and Asia are up this morning on the heels of what some called a ‘goldilocks’ US jobs report, showing a somewhat less tight labour market and lower-than-expected wage growth, and the on-going China reopening. Richard Tang, our Head of Rese
Jan 6, 2023 · 12 min
Special episode: Private Markets
Hosted today by Helen Freer (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a recent conversation that Helen Freer had with Simon Ibbitson, our Head of Private Mark
Jan 5, 2023 · 13 min
Special episode: There is no shortcut
Hosted today by Helen Freer (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation featuring Alan Hooks, Head of Private Clients for Julius Baer in the UK, on Jul
Jan 4, 2023 · 16 min
Special episode: Deploying cash in uncertain times
Hosted today by Helen Freer (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that John Franklin and Grace Treston had with our Head of Investment Advisory,
Jan 3, 2023 · 12 min
Special episode: How to protect your purchasing power
Hosted today by Lucija Caculovic (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a conversation that John Franklin and Grace Treston had withChristian Gattiker, Hea
Jan 2, 2023 · 14 min
Special episode: Simplicity was at the heart of it
Hosted today by Lucija Caculovic (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Alan Hooks, Head of Private Clients for Julius Baer in the UK, had on
Dec 30, 2022 · 9 min
Special episode: How is the energy crisis impacting the ‘clean’ transition?
Hosted today by Helen Freer (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that John Franklin and Grace Treston had with Norbert Ruecker, Head of Macro an
Dec 29, 2022 · 16 min
Special episode: Hydrogen – part of the future energy system?
Hosted today by Bernadette Anderko (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation between Helen Freer and Roberto Cominotto, who is an Equity Research Ana
Dec 28, 2022 · 5 min
Special episode: Currency matters
Hosted today by Mike Rauber (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Helen Freer had with Tim Gagie, Head of FX and Precious Metals Solutions i
Dec 27, 2022 · 7 min
Special episode: Impact of US dollar Strength
Hosted today by Lucija Caculovic (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a conversation between Roy Athanasius Ang and Sabrina Choy, a Singapore-based FX sp
Dec 26, 2022 · 6 min
Special episode: Thematic Investing
Hosted today by Bernadette Anderko (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Helen Freer had with Diego Würgler, Head of Investment Advisory, o
Dec 23, 2022 · 9 min
Better-than-expected US data weighs on markets ahead of today’s inflation numbers
Short-dated yields in the US rose on better-than-expected economic data, implying that there is further room for the US Federal Reserve to hike rates in its quest to rein in inflation. Tim Gagie, our Head of FX & PM Solutions Geneva, rhymes a review o
Dec 22, 2022 · 10 min
Markets breathe a sigh of relief
Stock markets around the world rallied on improved consumer confidence and better-than-expected earnings reports. In Asia, technology and property companies led the rise after a series of comments from regulators supporting the overall economy and propert
Dec 21, 2022 · 11 min
The Bank of Japan’s policy shift continues to reverberate
US equities were flat on the day yesterday with oil & gas stocks rising, but consumer discretionary stocks falling on weak numbers from the housing market. Following the shift in Japan’s monetary policy yesterday, Japan’s two-year government bond yiel
Dec 20, 2022 · 6 min
Yen surges as Bank of Japan doubles yield cap
Bank of Japan Governor Kuroda shocks markets in a surprise change to the bank’s yield curve policy. EU energy ministers approve a measure to limit natural gas prices to combat the energy crisis after two months of intense negotiations. And David Meier, Ma
Dec 19, 2022 · 6 min
Central bank hikes and hawkish outlooks dent sentiment
After a number of rate hikes from major central banks last week and officials drilling home the message that rates will go higher until they’re confident that inflation is under control, all the major indices in the US and Europe fell on Friday. Leaders i
Dec 16, 2022 · 15 min
Equities don’t like what they heard from central banks this week
The central banks of the eurozone, the UK, and Switzerland raised interest rates by half a percentage point yesterday, matching the Federal Reserve’s previous day move. Our Chief Economist, David Kohl, and our Head of FX & PM Solutions Geneva, Tim Gag
Dec 15, 2022 · 10 min
With the Fed out of the way, it’s the turn of European central banks
The US federal Reserve delivered the expected 50 basis point hike yesterday, but stock markets were disappointed by the indication that officials expect to keep rates higher in 2023, with no reductions expected until 2024. European stock markets now nervo