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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

11:19

War of words

Moving Markets ·

2025/06/06

US equities closed lower after choppy trading on Thursday, although they ended off worst levels. This followed three straight daily gains for the S&P 500, and major indices remain on track for modest weekly gains. Yesterday, big tech was mixed but Tesla notably lagged as Musk and Trump's public war of words escalated. Meanwhile, the European Central Bank cut rates as expected, but surprised markets with a more hawkish tone, casting doubt on the likelihood of another rate cut in July

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15:44

Global equities back at an all-time high

Moving Markets ·

2025/06/05

The MSCI All-Country World Index is back at a new all-time high. The German government announcement of a EUR 46 billion tax relief package boosted European investor confidence, propelling the German DAX to a new high. US private-sector labour market data revealed weak job growth, triggering a sharp decline in US Treasury yields. In Asian markets, China's services sector showed signs of growth, while Japan's economy was affected by declining inflation-adjusted earnings for the fourth

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16:43

Markets up on inflation, jobs and sentiment – Meta’s...

Moving Markets ·

2025/06/04

The S&P500 index now is at the brink of entering technical bull market territory, up nearly 20% since its lows after ‘Liberation Day’. Yesterday, equity markets rose, fuelled by a surprise fall of inflation in Europe, good labour market data in the US, a perceived easing of trade tensions and some AI chips-excitement following Meta’s energy deal. Dario Messi, Head of Fixed Income Research, joins us to share his views on where yields go and Mathieu Racheter, Head of Equity Strategy

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12:43

It’s all about commodities, for a change

Moving Markets ·

2025/06/03

With Trump imposing new import tariffs on steel and aluminium, prices of the two metals on the US physical market have soared, lifting shares of domestic steelmakers. However, there is still a glimmer of hope on the trade front, with reports emerging that Donald Trump and Xi Jinping are set to hold talks ‘very soon’. Meanwhile, stock markets around the world have seen some volatility as investors digest the latest manufacturing activity data. Treasury yields, which have been in the

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11:07

Markets mull new tariffs and continuing US/China...

Moving Markets ·

2025/06/02

US action was somewhat muted on Friday, although indices closed the month of May comfortably higher. President Trump announced that he was doubling import tariffs on steel and aluminium. He also accused China of breaking the Geneva agreement. China has responded today to say that they have not. Markets in Asia are mostly lower this morning on the back of this, and US futures point to a lower open today. Mensur Pocinci, Head of Technical Analysis, joins the show to discuss the relevance, or

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11:10

Who gets to set tariffs?

Moving Markets ·

2025/05/30

The US economy contracted by 0.2% in the first quarter of 2025, fueling ongoing recession concerns amidst escalating trade tensions and mixed economic indicators. Technology giant NVIDIA posted strong quarterly results, providing a much-needed boost to market sentiment. US courts are deliberating on the authority to impose tariffs, with the decision pending between President Trump and the Senate. President Trump held his first meeting with Federal Reserve Chairman Jerome Powell since taking

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13:18

Bond markets surprised yesterday, but will the good...

Moving Markets ·

2025/05/28

US stock markets played catch-up yesterday after a long holiday weekend. A boost in consumer confidence in both the US and Germany also contributed to the upbeat market mood, as did reports that the US is nearing the signing of new trade deals, potentially as early as this week. In the Asia-Pacific region overnight, equity markets delivered a mixed performance, with South Korea posting the strongest gains, driven largely by a surge in semiconductor stocks as investors positioned themselves

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14:34

Tariff noise trumps markets again – and the US dollar...

Moving Markets ·

2025/05/27

Trade tensions took centre stage again, as President Donald Trump delayed the imposition of 50% tariffs on the EU until early July. The move sparked a relief rally in European markets, while the US dollar fell to its lowest level since 2022. Trading volumes remained subdued due to holidays in the US and UK markets. Meanwhile, Japan's long-term yields declined as the Ministry of Finance is apparently considering reducing bond issuance, which would be a potential boost for stocks and the yen

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12:01

Stock market relief as 50% EU tariffs postponed

Moving Markets ·

2025/05/26

US President Donald Trump says he has agreed to postpone the imposition of 50% tariffs on European Union imports until 9 July as the EU continues to negotiate a trade deal with Washington. European equity futures are higher on the news. Mensur Pocinci, Head of Technical Analysis, offers his thoughts from a technical perspective on the current US dollar weakness and the steepening Treasury yield curve.00:00 Introduction by Helen Freer (Investment Writing)00:28 Markets wrap-up by Jonti Warris

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12:25

US Treasury yields drive market volatility

Moving Markets ·

2025/05/23

Yesterday’s trading session saw significant volatility in Treasury yields after the US House of Representatives approved President Trump’s major tax reform bill. This occurred amidst mixed macroeconomic data from the US. European stocks closed lower, while key US indices finished the day mixed around the zero line. Meanwhile, in Asia, one of the top stories overnight was the first phone call between the US and China since their meeting in Geneva. Asian markets were broadly higher. Bitcoin

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12:10

US assets slump as budget deficit concerns resurface

Moving Markets ·

2025/05/22

US markets began yesterday's trading session on a weak footing, with sentiment deteriorating further as the day progressed. Concerns over a further widening of the US budget deficit, coupled with a disappointing US Treasury auction, led to a rise in yields and credit spreads, which in turn weighed on equity prices. In contrast, European markets defied the trend, with the German DAX index reaching a new record high. Carsten Menke, Head of Next Generation Research, offers his insights into

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14:33

Wall Street halts six-day rally

Moving Markets ·

2025/05/21

While European equities had another strong day yesterday, US equities took a breather following an impressive rally from their April lows. US Treasury yields near recent highs, along with the fiscal situation in the US, remain concerns for investors and weigh on sentiment and the dollar. A report about a potential attack by Israel on Iran’s nuclear facilities supported flows into traditional safe-haven assets such as the Swiss franc, the yen, and gold. Dario Messi, Head of Fixed Income

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13:53

Momentum marches on as investors shrug off US downgrade

Moving Markets ·

2025/05/20

US stocks managed to eke out a slim gain yesterday, with the S&P 500 index notching its sixth consecutive winning session, as investors sought to look past the Moody’s downgrade of the United States’ credit rating. Meanwhile, stock markets in the Asia-Pacific region are trading in the green after China cut its lending rate, which has fuelled some broad-based up moves across the region. Also on today’s podcast, we are joined by Richard Tang, Head of Research Hong Kong, who provides

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9:27

Moody’s downgrades the US

Moving Markets ·

2025/05/19

The Nasdaq surged 7% last week, driven by the US-China trade truce and President Trump's USD 2 trillion Middle East deals. Novo Nordisk's CEO resigned, and Moody's downgraded the US credit rating due to rising deficits. In China, retail sales grew 5.1% year-on-year, despite slowing industrial output. Mensur Pocinci, Head of Technical Analysis, notes that the short-term US equity market recovery remains intact, even as the USD remains in a bear market.00:00 Introduction by Bernadette Anderko

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16:25

US equities close to a technical bull market

Moving Markets ·

2025/05/16

Global equities ended Thursday’s trading session mostly higher, with defensive and defence stocks leading the gains while big tech was mostly lower. This came while Walmart’s CEO warned yesterday that tariffs would force it to raise prices this year - even after the recent decrease in duties on China - and data included softer US producer prices as well as underwhelming retail sales. Dario Messi, Head of Fixed Income Research, talks about what this means for bond markets and why he would

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10:26

Markets pause for breath

Moving Markets ·

2025/05/15

European markets closed lower on Wednesday after the positive sentiment induced by the weekend’s interim trade deal between China and the US seemed to run of steam. The Dow Jones closed in the red, although the S&P 500 and Nasdaq Composite closed the day slightly higher, mainly driven by the mega-cap names and a few select beneficiaries of President Trump’s trade deals in Doha. US Treasury prices and gold felt the effect of easing trade tensions, as well as the market revising its

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12:15

(US) technology back in the driving seat – for now

Moving Markets ·

2025/05/14

US markets rallied on the back of a US-China trade truce and lower-than-expected inflation data, easing recession concerns and boosting equities. The S&P 500 and Nasdaq 100 indices rose, driven by gains in tech stocks, such as Nvidia and AMD, following a major semiconductor deal with a Saudi Arabian AI firm. In Asia, Hong Kong's market gained ground following strong earnings from JD.com, whereas Japan's Nikkei 225 experienced a slight decline after a 13-day uptrend. Looking ahead,

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17:53

US stocks rally after US-China trade detente

Moving Markets ·

2025/05/13

After the US and China both slashed their reciprocal tariff rates, US markets responded with jubilation yesterday, sparking an impressive rally with the S&P 500 building on its recent run as investors priced out the chance of a downturn. Also on today’s podcast, we are joined by David Meier, Senior Economist, who shares his insights on the impact of recent trade talks, and Carsten Menke, Head of Next Generation Research, who provides an update on the outlook for digital assets following

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10:57

Tariff tensions ease and markets react

Moving Markets ·

2025/05/12

The United States and China have taken a step towards resolving their trade dispute, with both sides describing their initial talks in Switzerland this weekend as constructive. US Treasury Secretary Scott Bessent mentioned substantial progress, lifting equity markets in Asia and boosting investor sentiment. Meanwhile, safe havens like gold are feeling the pressure. Our guest, Mensur Pocinci, Head of Technical Analysis, joins us to discuss where he sees the most upside as good news on the

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12:58

We have a deal!

Moving Markets ·

2025/05/09

The US and the UK agreed a new trade deal yesterday, making the UK the first country to reach a deal with the US since US President Trump introduced new tariffs a month ago. Although this boosted global market sentiment, with US and European markets closing higher, UK stocks underperformed. The deal also weighed on safe-haven assets like US Treasuries and gold. Meanwhile, the Bank of England’s rate cut by 25 basis points was seen as a supportive move for the UK economy. Asia-Pacific markets

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