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PODCAST

Moving Markets: Daily News

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

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All Episodes

11:33

As the US government shutdown ends, the equity rally...

Moving Markets: Daily News ·

2025/11/13

We need to exclude tech stocks though. Whilst the S&P 500 rose, and the Dow Jones closed above 48,000 for the first time ever, the Nasdaq Composite closed lower yesterday, with investors further rotating out of technology and into industrials, financials and healthcare stocks. News of the end of the US government’s longest ever shutdown also provided a muted boost to Asia’s stock markets.European stocks closed broadly higher, continuing their upward trend this week. Even gold saw a

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15:30

Investors rotate out of tech

Moving Markets: Daily News ·

2025/11/12

European equities hit fresh highs, led by Swiss stocks on tariff hopes. In the US, the Dow Jones Industrial Average finished Tuesday’s session also at record levels while the Nasdaq Composite faced pressure after SoftBank exited its Nvidia stake and investors moved money away from technology stocks into other parts of the market. Joining the show today are Dario Messi, Head of Fixed Income Research, who discusses the potential end of the US shutdown from a bond perspective, and Mathieu

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12:26

Shutdown relief lifts sentiment across assets

Moving Markets: Daily News ·

2025/11/11

Markets staged a broad-based rebound yesterday, driven by optimism that the US government shutdown may soon be resolved. Equities rallied, led by tech, while both Bitcoin and gold also moved higher. In Asia, early gains faded after China signalled potential restrictions on rare earth exports, and Japan’s bond auction underwhelmed. We also cover Fed Governor Miran’s dovish comments, ongoing delays in US economic data, and what to watch during today’s Veterans Day trading session. Joining us

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11:19

Markets rebound as US government shutdown nears...

Moving Markets: Daily News ·

2025/11/10

After a volatile week in equity markets – driven by valuation concerns surrounding tech and AI-related companies – stocks are climbing this morning on news that the US government shutdown may soon come to an end. Gold is also on the rise, potentially signalling the conclusion of its brief consolidation phase. Today, we’re joined by Mensur Pocinci, Head of Technical Analysis, who shares his insights on why he believes the year-end rally is gaining momentum.(00:00) - Introduction: Helen

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15:08

Tech wobbles and Fed to cut, or not to cut?

Moving Markets: Daily News ·

2025/11/07

Outplacement firm Challenger reported over 150,000 job cuts in October – the highest for the month of October in more than 20 years. US Treasury yields fell sharply, raising expectations of a December Fed rate cut, although some officials remain cautious. AI-related stocks dragged markets lower, but the selling was selective. In Europe, German industrial output beat forecasts but remains weak; while the Euro Stoxx 50 fell on disappointing earnings. In Asia, China’s exports unexpectedly

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12:18

Data, earnings, and the Supreme Court give equites a...

Moving Markets: Daily News ·

2025/11/06

US, European and Asian markets have all reacted positively to news in the US yesterday. Private payrolls and ISM data revealed that the economy is more resilient than had been feared. Advanced Micro Devices’ Q3 earnings beat expectations, and their tide lifted other AI boats globally. And the Supreme Court hinted that it may well place limits on President Trump’s tariffs, although we’ll have to wait a while for any decision there. Our Head of Next Generation Research, Carsten Menke,

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18:00

Reality check for AI sends markets lower

Moving Markets: Daily News ·

2025/11/05

Global markets retreated yesterday as investors took a closer look at lofty AI valuations. The US dollar climbed to a three-month high, supported by persistent inflation concerns and the ongoing government shutdown. Commodities came under pressure, with both gold and oil slipping, while crypto markets saw sharp declines amid broader risk-off sentiment. In Asia, tech-led losses weighed on indices, and minutes from the Bank of Japan revealed a growing internal debate over potential rate

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11:33

Markets ride the AI and earnings wave, but valuation...

Moving Markets: Daily News ·

2025/11/04

Stock markets edged higher during the European and US trading sessions, buoyed by earnings and renewed investor enthusiasm around AI-driven deals and ahead of Palantir's highly anticipated earnings release after the close. Although the company surpassed earnings expectations, its share price tumbled post-market as concerns emerged over its current valuation. In today’s discussion, we’re joined by Manuel Villegas from Next Generation Research, who provides insight into the evolving

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9:54

Nvidia creates a country’s economy in only 5 days

Moving Markets: Daily News ·

2025/11/03

Markets were buoyed by solid tech earnings, a positive Trump–Xi meeting, and a wave of AI-related deals last week. Nvidia single-handedly created an entire country’s economy in five days. Outside the tech sector, however, equity performance was more muted. European markets lagged, weighed down by persistent inflation and cautious central bank messaging. Meanwhile, emerging market equities posted their strongest year-to-date rally since the dawn of the internet era. Joining the show is

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18:31

Markets pause for breath as they digest key earnings

Moving Markets: Daily News ·

2025/10/31

US Markets closed slightly lower on Thursday after hyperscaler earnings raised concerns about increasing AI spending, but Apple and Amazon results after the close provided a boost to futures. The mood was further elevated by an agreement between China and the US that seemingly delays the trade war by a year. To date, October 2025 is bucking the historical trend, with the big three US indices all in positive territory. Our Chief Economist, David Kohl, assesses this week’s central bank action

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14:22

Rate Cuts, Record Highs, and Rare Earths

Moving Markets: Daily News ·

2025/10/30

The US Federal Reserve delivered a widely anticipated rate cut, but growing divisions among policymakers spooked markets. Strong AI-driven spending fuelled big-tech earnings, but the outlooks dented the bullish mood. Eurozone markets gained on robust banking performance, while the main indices in the UK and Spain hit another all-time high. The Bank of Japan opted to leave rates unchanged at its meeting today. The meeting between Presidents Trump and Xi ended and has eased some global trade

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14:14

AI-powered markets hit new highs, but market breadth...

Moving Markets: Daily News ·

2025/10/29

As European markets experience some profit-taking ahead of key central bank meetings, all major US stock indices closed at record highs. However, market breadth remains narrow, driven primarily by gains in just a few mega-cap technology stocks. Today, we welcome Dario Messi, Head of Fixed Income Research, who shares his outlook on upcoming interest rate decisions from the Federal Reserve and the European Central Bank – and what these developments could mean for fixed income

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14:33

Wall Street hits record highs ahead of key earnings...

Moving Markets: Daily News ·

2025/10/28

Global equity markets rallied as optimism around US-China trade negotiations lifted investor sentiment. European trade-sensitive sectors led early gains, while Wall Street closed at new record highs, driven by strong performances in chip stocks. Gold sold off sharply and oil prices dipped. In tech, Qualcomm surged on its AI pivot, while AMD partnered with the US government on supercomputing. Argentina’s markets soared following political developments, and Japan signed new trade deals with

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11:03

Global equities rally on trade deal optimism

Moving Markets: Daily News ·

2025/10/27

Global stocks rose on renewed optimism that the United States and China are nearing a trade agreement. The upbeat sentiment also lifted commodity prices, with copper and oil posting gains. In contrast, Treasuries declined and gold slipped. Looking ahead, investors face a pivotal week featuring interest rate decisions from four G7 central banks and earnings reports from five of the ‘Mag-7’ tech giants—Microsoft, Alphabet, Meta, Apple, and Amazon. Joining the show is Markus Wachter from our

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12:59

Oil surges on sanctions, markets rally on earnings

Moving Markets: Daily News ·

2025/10/24

Oil prices spiked over 5% after the US imposed fresh sanctions on Russia’s top crude producers. Meanwhile, equity markets rallied on strong corporate earnings, with European luxury and US tech stocks leading the charge. The Swiss National Bank released its first-ever policy minutes, offering insights into its current stance. In Asia, markets gained ahead of President Trump’s upcoming visit to the region, where trade and security talks with China’s President Xi are in focus. Richard Tang,

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11:32

Earnings and trade tensions in focus … as oil grabs...

Moving Markets: Daily News ·

2025/10/23

European and US stocks moved lower in yesterday’s trading sessions, with earnings releases and new mooted curbs on US software exports to China doing nothing to boost the trading mood. Asia’s equity markets also reacted negatively to the escalation in trade tensions. Oil prices jumped about 3% last night after the US administration imposed further sanctions on Russia’s two largest crude companies, Rosneft and Lukoil, aiming to harm the Kremlin’s ability to raise revenue to fund its war

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11:43

Mixed markets, metals meltdown, and CHF strength

Moving Markets: Daily News ·

2025/10/22

European and US equity markets were mixed yesterday, with gains from strong earnings offset by declines in mining stocks. French shares reached record highs despite political uncertainty. The Dow Jones Industrial Average hit a new peak following robust earnings. US Treasury yields fell on weak data; gold and silver saw steep declines; the USD strengthened, and the Swiss franc approached record highs amid resilient exports. India and the US are reportedly negotiating a trade deal involving

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13:36

Markets rebound on upbeat earnings and easing credit...

Moving Markets: Daily News ·

2025/10/21

Stocks bounce back on diminishing fears regarding US regional bank credit quality and positive earnings reports. Meanwhile, French assets lag on the back of waning investor confidence and company specific news in the banking sector, and the gold rally continues. Today, we are joined by Eirini Tsekeridou from Fixed Income Research, who shares her thoughts on French bonds after the downgrade, on Argentina ahead of the mid-term elections on Sunday, and the credit jitters among US regional

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10:26

Turbulence, tensions & turnarounds

Moving Markets: Daily News ·

2025/10/20

Markets swung wildly last week as easing US-China trade tensions clashed with fresh regional bank fears. While Wall Street rebounded on Friday, Europe lagged amid banking and defence sector woes. Bond yields fell, gold slipped, and this morning Asia rallied on Japanese political shifts. All eyes now turn to earnings and US inflation data later this week. Mensur Pocinci, Head of Technical Analysis, explains why he still likes gold and why he expects equity markets to kick-off a year-end

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14:51

On banks, gold and the USD

Moving Markets: Daily News ·

2025/10/17

US stocks opened higher yesterday, but then reversed course. Small caps underperformed, and market volatility rose amid credit concerns at regional banks. In Europe, Swiss and French equity markets outperformed, supported by positive corporate news and France temporarily avoiding a political crisis. Gold extended its record-breaking rally. The yield on the 10-year US Treasury fell below a key threshold, reflecting weak economic data and dovish comments from Federal Reserve Governor

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