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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

12:48

Start of September brings gains for European equities...

Moving Markets ·

2025/09/02

With US markets closed yesterday for a public holiday, attention was firmly on European markets, where equities began the new month on a positive note. Two sectors led the gains: defence and healthcare. Meanwhile, European bond markets weakened slightly, weighed down by ongoing concerns over France’s political stability and fiscal outlook. Overnight in Asia, markets traded mixed as investors digested developments from the Shanghai Cooperation Organisation summit amid lingering uncertainty

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10:25

Precious metals shine as markets open September

Moving Markets ·

2025/09/01

August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US tariffs. Silver is breaking the USD 40 an ounce level – for the first time since 2011 – boosted by supply constraints and rising demand from the clean energy sector. After tech profit-taking last week and ongoing

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16:28

Fed independence in the spotlight as markets await...

Moving Markets ·

2025/08/29

Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a supportive backdrop. Meanwhile, Donald Trump’s attempt to dismiss Federal Reserve Governor Lisa Cook, followed by her decision to sue the President, could have a profound effect on the relationship between the White

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13:16

Nvidia beats but its share price tumbles in...

Moving Markets ·

2025/08/28

French stocks have staged a modest recovery following the recent sell-off, while government bond spreads relative to neighbouring Germany have continued to widen. Meanwhile, the S&P 500 reached a new record high, as investors awaited Nvidia's Q2 earnings report after the market close. Despite exceeding analyst expectations, Nvidia's share price declined in after-hours trading. To discuss how current geopolitical developments may influence commodity prices, we are joined by Norbert

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12:38

After Jackson Hole is ahead of Nvidia’s earnings report

Moving Markets ·

2025/08/27

French political uncertainty sparks market jitters, sending European equities tumbling, with the CAC 40 falling a further 1.7% yesterday. In contrast, US stocks buck the trend despite concerns over the Fed's independence. Today, market participants will focus on upcoming corporate earnings, in particular Nvidia's quarterly results. And we have Dario Messi, Head of Fixed Income Research, on the show to discuss what Jackson Hole and the French confidence vote mean for bond markets, and what

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13:38

President Trump tries a new tack to unsettle the Fed

Moving Markets ·

2025/08/26

The US President attempted to sack Federal Reserve Board Governor Lisa Cook yesterday – a move that saw the dollar fall and gold gain. These moves were somewhat reversed when Governor Cook’s lawyer called the action illegal and lacking proper process and Cook vowed not to quit. Trump was also in the news for threatening “200% tariffs or something” on China if it does not export rare-earth magnets to the US. European markets closed Monday lower with the CAC 40 down more than 1.6% after the

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11:05

Jerome Powell opens the door to interest rate cuts

Moving Markets ·

2025/08/25

Global markets have rallied following Federal Reserve Chairman Jerome Powell's dovish speech on Friday that opened the door to interest rate cuts. In response, stocks, bonds, gold, and crypto assets surged, while the US dollar has fallen. Asian equity markets are following Wall Street this morning, led by shares in Hong Kong. The US government will acquire a 9.9% stake in Intel. Looking ahead to the week, key events include Nvidia's earnings report on Wednesday after the market close, as

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12:01

S&P 500 continues to slide, while Walmart warns of...

Moving Markets ·

2025/08/22

US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are looking for direction, investors eagerly await Federal Reserve Chairman Powell's keynote speech at Jackson Hole, seeking guidance on future interest rates. Tim Gagie, Head of FX/PM Solutions Geneva, discusses what this

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11:38

A significant intra-day reversal in US technology stocks

Moving Markets ·

2025/08/21

The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. UK inflation surged to an 18-month high and government bonds rallied, lifting large-cap UK stocks, whilst Asian markets showed mixed results, with technology-heavy Korea and Taiwan rising and Japan's Nikkei 225

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17:19

Tech stocks stumble but the broader market holds up

Moving Markets ·

2025/08/20

While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 constituents managed to finish higher, as investors looked ahead to the Jackson Hole symposium, which begins tomorrow, for fresh insights into future monetary policy. For expert analysis, Dario Messi, Head of Fixed

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11:21

Financial markets cautiously optimistic after...

Moving Markets ·

2025/08/19

President Zelenskyy’s second meeting at the White House delivered more smiles than his first but resulted in expectations rather than deals. President Trump has announced that he will now set up a face-to-face meeting for Ukraine and Russia’s leaders, and President Zelenskyy has made security guarantees a ‘starting point for ending the war’. Financial markets are breathing a small sigh of relief and now turning their attention to the Jackson Hole global central bank symposium starting on

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11:08

Ukraine, the Fed, and market breadth

Moving Markets ·

2025/08/18

Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest level since 1998. Meanwhile, Indian markets are up over 1% today, following news of a planned cut in consumption tax. Looking ahead, investors are eagerly anticipating several key events this week, including today's

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9:37

Trump-Putin summit takes centre stage after hot US...

Moving Markets ·

2025/08/15

Yesterday’s hotter-than-expected US inflation data prompted a reassessment of rate cut expectations, driving yields and the US dollar higher. Although most stocks fell, the S&P 500 managed to eke out a marginal gain, largely due tothe strong performance of major tech companies. Notably, Intel’s stock jumped on news that the Trump administration was considering taking a stake in the beleaguered chipmaker. Attention now turns to the upcoming Trump-Putin summit, where discussions may

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14:47

So many all-time highs

Moving Markets ·

2025/08/14

Benchmark equity indices in the US, Italy, Spain, and the UK have surged to new highs, fuelled by a benign US inflation report and Germany's inflation data confirming a sub-2% reading. US Treasury Secretary Scott Bessent says US interest rates could be 150 to 175 basis points lower. Bitcoin has hit a new all-time high, with Ether also close to its record high. Japanese shares are down on a stronger yen, after previously reaching a record high. Norbert Rücker, Head of Economics and Next

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19:26

Markets at new all-time highs as US inflation remains...

Moving Markets ·

2025/08/13

The latest US inflation figures for July sent stocks soaring to new all-time highs once again. With a 25 basis-point rate cut in September now widely anticipated by market participants, expectations are running high. In contrast, European markets underperformed due to disappointing economic data from Germany. Joining us today are Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy Research. Dario shares his rationale for why he doesn't foresee any

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11:32

All eyes on today’s US inflation report

Moving Markets ·

2025/08/12

The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving the way for a possible Federal Reserve rate cut in September. A stronger-than-expected inflation figure would serve as a reality check for investors. Meanwhile, geopolitical developments, such as the upcoming meeting between Trump and Putin, and trade news, including the extension of the US-China trade truce, are dominating the headlines

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11:25

Stocks move higher but this week’s inflation data...

Moving Markets ·

2025/08/11

US stocks are on a tear with the S&P 500 trading just a whisker below its all-time high and the Nasdaq shining thanks to renewed enthusiasm around tech and artificial intelligence stocks. European stocks are also having a good run with banks in the lead. However, Switzerland has been lagging after the hefty 39% levies on Swiss exports to the US took effect on Thursday. This week’s inflation data will be decisive in terms of whether markets can rally further. Joining us this morning is

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13:24

Plenty on the plate for markets

Moving Markets ·

2025/08/08

Once again, investors are facing a flood of news to digest – from tariff updates, such as Japan’s announcement that the US will end the stacking of universal tariffs and cut levies on cars; to central bank developments, including the Bank of England’s rate decision and the appointment of Stephen Miran to the Federal Reserve Board of Governors; to company-specific headlines, such as Eli Lilly’s latest study results; and geopolitical updates, including a potential Trump - Putin meeting

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11:56

Earnings boost markets but tariffs loom large

Moving Markets ·

2025/08/07

Markets are in a positive mood, driven by corporate earnings that are exceeding expectations, and this is despite further 'tariff sabre-rattling' by President Donald Trump, who announced a potential 100% tariff on chips and semiconductors that are not manufactured in the US. Meanwhile, Switzerland has yet to successfully negotiate a reduction in the US tariff of 39%. Yields are slightly higher this morning, partly due to the underwhelming demand in yesterday’s auction of new 10-year US

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20:43

Trade news and macro data keep investors on their toes

Moving Markets ·

2025/08/06

With tariffs on Switzerland still in focus, a small Swiss delegation travels to Washington to negotiate a resolution. Meanwhile, emerging tariff threats for semiconductors and pharmaceuticals are weighing on market sentiment. Beyond trade developments, investors must digest a slew of macroeconomic figures and reports from the ongoing earnings season. The US Federal Reserve is also in the spotlight, especially after President Trump announced his intention to nominate a new Fed Chair by the

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