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PODCAST

Moving Markets

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

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All Episodes

10:55

Special episode: What is agentic AI and how might it...

Moving Markets ·

2025/12/23

Excerpt from Beyond Markets Podcast, originally published on 12.09.2025.This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.In this episode of Beyond Markets, we take a closer look at agentic AI, which is no longer just a concept. AI agents are actively reshaping how tasks get done, decisions are made, and content is created. These

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8:25

Special episode: How structured products can add...

Moving Markets ·

2025/12/22

Excerpt from Beyond Markets Podcast, originally published on 01.10.2025.This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.Structured products can provide investors with capital protection, enhanced yield, or targeted exposure to specific market scenarios. While they may appear complex to those less familiar with them, this episode of the

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9:46

An FX year told in rhyme

Moving Markets ·

2025/12/19

In trading yesterday, lower inflation led the way, technology earnings brightened the day. A UK cut, the ECB’s soft tone, sent markets climbing, risk well-known. Across the seas, Japan stood tall, rates are the highest since the mid-2006 call. And to close the year with rhythmic cheer, Tim Gagie, Head of FX Advisory Geneva, penned a verse sincere.(00:00) - Introduction: Helen Freer, Product & Investment Content(00:52) - Markets wrap-up: Mike Rauber, Product & Investment

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18:36

Investor rotation hits AI stocks

Moving Markets ·

2025/12/18

Markets showed little festive spirit yesterday with almost all equity markets globally declining as investors continued to rotate out of key artificial intelligence names. The sell-off was triggered by concerns around financing issues of a data centre project in the US. In contrast, energy and financial sectors outperformed, supported by rising oil prices and dovish remarks from a Federal Reserve member ahead of today’s key events: interest rate decisions by the ECB and BoE, as well as the

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16:18

US jobs data, Tesla’s surge, and oil’s wild ride

Moving Markets ·

2025/12/17

Markets digested a mix of headlines yesterday. In the US, the latest jobs report pointed to a resilient but cooling labour market. US equities were mostly subdued, though Tesla stole the spotlight with a record-breaking rally on robotaxi optimism. Oil prices swung sharply, first falling on hopes of a Russia-Ukraine peace deal before rebounding on renewed geopolitical tensions, while gold edged higher as uncertainty lingered. In Europe, defence stocks slipped as peace talks gained traction,

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12:19

Markets on edge ahead of key labour and inflation data

Moving Markets ·

2025/12/16

European equities rallied after industrial production data came in stronger than expected, while Wall Street traded cautiously ahead of a packed schedule of key labour‑market and inflation releases between today and Thursday. The US dollar, oil, gold, and bitcoin all slipped as investors absorbed a noisy flow of macro headlines. On today’s show, Dr. Damien Ng from Next Generation Research joins us to discuss the latest developments in biotech - and why he believes the outlook for the sector

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10:46

AI anxiety continues to weigh on main indices

Moving Markets ·

2025/12/15

The story that started with Oracle in the middle of last week continued with Broadcom on Friday. Despite its earnings and guidance actually breezing past expectations, the company's stock had lost 11% by the end of the day, and this filtered through to other tech names in both the US and Europe. Asia is also lower this morning with China in particular delivering some disappointing growth data. Nevertheless, gold and silver continue to climb and on today’s podcast our Head of Technical

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12:00

Fed sparks equity rally but big tech stumbles

Moving Markets ·

2025/12/12

Equities rallied broadly following the Federal Reserve’s post-rate-cut communication, though big tech underperformed amid concerns over valuations and leverage. At the same time, precious and industrial metals regained investor attention as the US dollar weakened and expectations for Chinese stimulus grew. Today, we’re joined by Tim Gagie, Head of FX Advisory in Geneva, who shares his insights on the recent dynamics in currency and metal markets.(00:00) - Introduction: Helen Freer, Product

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12:16

The Fed cuts again

Moving Markets ·

2025/12/11

The US Federal Reserve cuts rates to 3.5%–3.75% but three dissenting members signal deepening divisions. It surprises with a new bond buying programme to start in the coming days. US small caps moved to an all-time high, US Treasury yields dipped, and the USD fell. Yet, Oracle’s outlook and additional financing needs are unsettling investors. Nasdaq futures and Asian technology stocks are lower. In Japan, strong demand at a 20-year bond auction eases yield pressures. With a record high in

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12:28

It’s Fed day!

Moving Markets ·

2025/12/10

We’ll finally get the last monetary policy decision of the year from the US central bank today and a 25 basis point cut is firmly priced in. Almost more important will be the dot plot, economic projections, and comments from Jerome Powell after the main event. Global equity markets have been relatively muted in the last 24 hours aside from some company specific news that you can catch up on in today’s podcast. Strong earnings growth and an accommodative Fed are a strong backdrop going

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11:05

Markets tread water ahead of Fed decision as M&A...

Moving Markets ·

2025/12/09

Financial markets were largely subdued yesterday, as investors awaited tomorrow’s pivotal Fed rate decision. But the corporate world was anything but quiet with Paramount challenging Netflix in the hostile bid for Warner Bros Discovery. Asian markets were mixed, oil prices eased on hopes for progress in Ukraine, and gold dipped ahead of the Fed decision. In tech, President Trump surprised markets by allowing Nvidia to export its H200 chips to China. Joining us today is Damien Ng from Next

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9:23

Stocks continue to edge higher

Moving Markets ·

2025/12/08

Equities ended the week higher with US personal consumption expenditure data signalling easing inflation and bolstering expectations of a Fed rate cut this week. Meanwhile, Netflix’s blockbuster USD 72 billion Warner Bros. Discovery acquisition could shake up the streaming and entertainment landscape if approved. Joining today’s show is Markus Wachter from our Technical Analysis team. He talks about the outlook for the US dollar; gold, silver, and copper, and why he expects a year-end rally

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11:50

Gold over bonds

Moving Markets ·

2025/12/05

Data showed low US jobless claims contrasting with continued corporate layoffs, leaving rate cut expectations for next week intact. This helped US small caps to outperform. Onshore China shares are rising following strong demand for the second-largest IPO this year. Global central banks now hold more gold than US Treasuries for the first time in 30 years. Tim Gagie, Head of FX Advisory Geneva, talks about volatile metals this week and what FX trading in a narrow range means for

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10:36

US jobs data provides more fuel for a rate cut

Moving Markets ·

2025/12/04

Markets are now pricing in an 89% chance of a rate cut by the Fed next week after November private payrolls data surprised, revealing 32,000 jobs were cut (instead of the expected 40,000 added). US indices closed marginally higher on the day, with Asian markets following suit. Japan’s 30-year government bond auction saw good demand, but JGB yields remain high as markets anticipate a rate hike. Carsten Menke, Head of Next Generation Research, joins the podcast to talk about silver - its

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11:45

Stocks stage cautious rebound

Moving Markets ·

2025/12/03

Equity markets staged a cautious rebound yesterday, with major indices posting modest gains. In Europe, utilities led the advance, lifting the broader market, while in the US, leadership came from big tech and AI-related stocks. Sentiment was buoyed by SoftBank founder Masayoshi Son’s revelation that he was “practically crying” to sell the company’s Nvidia stake, alongside a strong earnings report from MongoDB. However, not all segments participated in the rally – precious metals lagged,

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13:42

Markets dip on bond supply worries and potential...

Moving Markets ·

2025/12/02

Stocks and bonds declined amid company-specific developments and concerns over bond supply, as investors prepare for a record-level issuance of investment-grade debt in the coming days. Additionally, rising expectations of an imminent interest rate hike in Japan further pressured yields upward. In today’s programme, we welcome Manuel Villegas from Next GenerationResearch, who shares his insights on the future trajectory of artificial intelligence - and addressesthe pressing question: Is AI

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11:01

Silver is stealing the show

Moving Markets ·

2025/12/01

November closed with markets focused on hopes of a Fed rate cut, which overshadowed fears of an AI bubble. The S&P 500 made strong gains in a holiday-shortened week, while technology lagged, leaving the Nasdaq down in November for the first time after seven months of gains. European equities ended the month slightly higher, supported by the strong outperformance of Switzerland’s SMI last week. Silver is hitting new highs, while gold is also climbing. In Asia, Chinese PMI data

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12:47

Global markets catch their breath amid eurozone data...

Moving Markets ·

2025/11/28

The US Thanksgiving holiday has given stock markets globally a brief pause following the strong performance earlier in the week. With Asian markets trading mixed this morning, attention shifts to key eurozone inflation data, while US markets resume trading for a shortened session. In today’s programme, we welcome Nicolas Jordan from the CIO Office, who discusses the concerns around potential cracks in the artificial intelligence capital expenditure cycle.(00:00) - Introduction: Helen Freer,

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17:06

Global equity rally boosted by tech stocks and rate...

Moving Markets ·

2025/11/27

Markets are now pricing in an almost 85% probability of a 25 basis point rate cut by the Fed in December – this boosted tech stocks and others followed suit, prompting a global rally. US markets will be shut today for the Thanksgiving holiday, and the Black Friday shopping bonanza will start tomorrow when the US market will reopen for a shortened trading session. Norbert Rücker, Head of Economic and Next Generation Research, joins the show with a timely update on energy markets and what’s

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18:40

Risk-on sentiment drives stocks higher as oil pulls...

Moving Markets ·

2025/11/26

Equity markets continue to rally amid improving investor sentiment and rising expectations of further US interest rate cuts. Meanwhile, oil prices are trading lower, driven by signs of de-escalation efforts in relation to Russia’s war in Ukraine. In today’s programme, we are joined by Nenad Dinic, Equity Strategy Research analyst, who shares his insights on why a stronger Japanese yen is unlikely to hinder the ongoing rise of Japanese equities.(00:00) - Introduction: Helen Freer, Product

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