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.

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1,057 episodes
Updated Yesterday

Episodes1057

Newest first

Jul 25, 2022 · 8 min
Fed in the spotlight this week
Equities will be put to the test this week as the US Federal Reserve is expected to raise interest rates by another 75 basis points. In Asia, China is grabbing the headlines as it plans a fund to prevent a real estate crisis and solve the issues of US-lis
Jul 22, 2022 · 11 min
Will the global equity market rally continue?
European stocks closed higher after the ECB raised its key rate by 50 basis points, whilst in the US, major indices point to a lower open today after disappointing results from Snap. Sipho Arntzen, Next Generation Research, shares his latest thoughts on d
Jul 21, 2022 · 8 min
All eyes on the ECB today
In Europe, Italy and the UK are making political headlines as investors await the European Central Bank’s interest rate decision later today. Meanwhile, gas deliveries through the Nord Stream pipeline resumed today. Carsten Menke, Head of Next Generation
Jul 20, 2022 · 9 min
Strong equity rally across the board
Equity markets rallied yesterday and the Dow Jones, the S&P 500 and the Nasdaq Composite all traded above their 50-day moving averages for the first time since April. US Treasuries were weaker with some curve flattening. Mathieu Racheter, Head of Equi
Jul 19, 2022 · 10 min
Stocks come under pressure in late trading amid worries on growth perspectives
The rally on stock markets has paused on Apple’s plans to slow hiring. The race for the succession of Boris Johnson as UK prime minister and leader of the conservative party is heating up with Rishi Sunak one of the favourites. Sophie Altermatt from Macro
Jul 18, 2022 · 8 min
No summer lull yet on financial markets – politics rules
Markets are trading up this morning with Chinese tech shares in the lead on better sentiment as local authorities promise to step up efforts to bolster economic support. The reporting season in the US is gaining steam with some financial behemoths publish
Jul 15, 2022 · 13 min
The US dollar on a roll and oil below the 100 US dollar mark
Stock markets recovered somewhat into the end of the US trading day. Main topics today are the US dollar’s rally, oil’s downturn, and the inverted yield curve in the US. Sipho Arntzen from Next Generation Research talks about the impact of the collapse of
Jul 14, 2022 · 13 min
US inflation data driving markets
With US inflation hitting its highest level since November 1981 in June, markets are now speculating that the US Federal Reserve could raise interest rates by one percentage point at its meeting in late July. Meanwhile, draft projections by the European C
Jul 13, 2022 · 11 min
Much-anticipated US CPI data out today
Equity markets in the US fell yesterday but it was a mixed picture in Europe. CPI data for a number of European countries comes out this morning and then investors will be closely watching the US CPI figures, which are due out later today. Dario Messi, Fi
Jul 12, 2022 · 12 min
The wait for CPI data spreads risk-off mode
Global shares moved lower in anticipation of the much-feared inflation data due on Wednesday. David Meier, Macro & Next Generation Research, shares further insights on the UK’s economic landscape considering also the resignation by Boris Johnson. Rich
Jul 11, 2022 · 8 min
Risk-off this Monday morning, after a good week
Equities are mostly lower in Asian trading following a report out of Shanghai that there has been a first case of the highly infectious BA.5 omicron sub-variant Sunday, which is stocking fears of further lockdowns. After the Nasdaq 100 had its best weekly
Jul 8, 2022 · 13 min
Sad news rattles early trading
The shocking news of former Japanese Prime Minister Shinzo Abe being shot injected uncertainty into the early trading session. Thomas Caflisch, Head of FX and Precious Metals Solutions, speaks about the euro, which has hit a 20-year low against the US dol
Jul 7, 2022 · 13 min
US Fed solidifies its resolve for higher interest rates
In the US, a mixed response from bonds and equities to the Fed’s June meeting minutes made headlines. The euro reaches a 20-year low, sliding towards parity with the US dollar, as investors fear the European economy’s lurch towards a recession. Carsten Me
Jul 6, 2022 · 8 min
Recession fears lead to yield curve inversion
US technology stocks ended yesterday’s session higher as the yield curve briefly inverted; Asian markets fell in today’s trading as lockdown concerns resurged. David Kohl, our Chief Economist, talks about higher-than-expected inflation in Europe and what
Jul 5, 2022 · 9 min
Inflation top of mind again
While US markets were closed due to Independence Day, European markets, especially in the UK and Switzerland, staged a rally yesterday, driven by dip buyers. Today, it is all about inflation data with markets again being surprised by higher than expected
Jul 4, 2022 · 8 min
Stocks up, yields down on Friday
US equities posted solid gains on Friday, but the real action was in the bond market where growth concerns led to bond yields plunging. Mensur Pocinci, Head of Technical Analysis, provides his view on recent market developments, and shares what he is look
May 31, 2022 · 19 sec
Trailer
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.