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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

17:08

Liberation Day fallout

Moving Markets ·

2025/04/04

The fallout from Donald Trump’s tariff war spread across global markets on Thursday, knocking down stocks and sparking a flight to fixed-income havens. US equities and the dollar saw some of the worst selling on speculation the president’s trade offensive will cripple the American economy. In today’s special episode, Christian Gattiker, Head of Research, shares his insights on the latest developments and how investors should navigate this uncertain environment. And Tim Gagie, Head of FX

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16:17

And the verdict is? Tariffs for all

Moving Markets ·

2025/04/03

Last night President Trump delivered a 99 minute speech in which he announced a baseline 10% tariff across the board. For many of the 180 countries on that board, the actual number is much higher: China now faces a rate of 54% and it has vowed to take ‘resolute counter-measures’ to safeguard its own rights and interests. Markets reacted badly to the news with only gold and US Treasury prices moving higher. Our Chief Economist, David Kohl, joins the podcast to share his thoughts on the

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10:45

Markets brace for Donald Trump’s reciprocal tariff...

Moving Markets ·

2025/04/02

In this episode, we dive into the latest market developments as European government bonds and equities surge on contained eurozone inflation. Meanwhile, US stocks experience a volatile session ahead of the unveiling of the Trump administration's reciprocal tariff plans. Joining us is Dario Messi, Head of Fixed Income Research, who shares his insights on why he thinks it's not the right time to increase risk exposure in bond markets.00:00 Introduction by Bernadette Anderko (Investment

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11:23

Gold shines brighter as Liberation Day looms

Moving Markets ·

2025/04/01

European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn’t enough to stop the benchmark index from posting its worst month in two years. Gold hit a fresh all-time high, up 1.2%, as investors sought safety amid concerns over the Trump administration's imminent tariffs and their potential impact on inflation and growth. Also on today’s podcast, we are joined by Norbert Rücker, Head of Economics & Next Generation Research, who

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12:22

The week begins on a risk-off note

Moving Markets ·

2025/03/31

US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs has increased the likelihood of a US recession from 20% to 35%. Asian markets are feeling the strain of tariff uncertainty, with stocks declining, the Japanese yen strengthening, and gold at an all-time high. Also in

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12:27

Tariffs remain top of mind

Moving Markets ·

2025/03/28

Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer packaged goods, where share prices rose. In the Asia-Pacific region, markets were largely down, despite news that Chinese President Xi Jinping had met with global CEOs in Beijing and speculation that Trump may cut

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10:02

Stocks sell off as tariff angst hits markets

Moving Markets ·

2025/03/27

A three-day period of relative calm on Wall Street came to an end as major tech and automobile companies led a decline in global equity markets yesterday. Concerns about the economic impact of ever more tariff announcements, weak consumer sentiment and rising inflation risks are dampening investor risk appetite. Nvidia and Tesla slumped nearly 6%, and the automobile sector was among yesterday’s laggards after Trump announced 25% tariffs on the sector. Carsten Menke, Head of Next Generation

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17:49

Consumer sentiment slumps and copper prices surge –...

Moving Markets ·

2025/03/26

Consumer sentiment in the US continues to decline, with some indices flashing warning signs of a potential recession. Despite the weakness in sentiment, hard economic data remains resilient - for now. Meanwhile, one of the main beneficiaries of the ongoing uncertainty surrounding US tariffs, is industrial metal copper, whose price has reached an all-time-high in New York. Join us as we discuss the latest developments with Dario Messi, Head of Fixed Income Research, who predicts further

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10:45

Big tech leads relief rally amid optimism on tariffs...

Moving Markets ·

2025/03/25

US equity markets jumped yesterday on hopes that President Trump may hold back from implementing some of his wide-ranging tariff plans, hinting at a narrower scope of reciprocal levies set to be announced on 2 April. In today’s Asia session, though, it’s a different story, with tech stocks on the back foot, weighing on markets. Also on today’s podcast, we are joined by Manuel Villegas, Next Generation Research, who shares his outlook on digital assets following the substantial outflows seen

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9:31

US equities trying to rebound

Moving Markets ·

2025/03/24

Central banks adopted a cautious tone on monetary policy, driving gold to a new high last week. The EUR suffered a 'sell the news' reaction following the announcement of Germany's spending plans. President Trump's comments on tariff flexibility provided a boost to the S&P 500 late on Friday. Looking ahead, this week promises to be eventful, with over 50 corporate results from China, and Ukraine peace talks. Investors will be closely watching Friday's US PCE inflation data. According to

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11:23

Equities halt Fed-fuelled rally as trade fears linger

Moving Markets ·

2025/03/21

Equity markets remain fragile as a renewed focus on trade fears derailed a short-lived recovery in risky assets as a busy central bank week draws to a close. Tim Gagie, Head of FX & PM Solutions Geneva, talks about the impact of the latest central bank communications on currency markets, and what he expects for gold going forward.00:00 Introduction by Bernadette Anderko (Investment Writing)00:23 Markets wrap-up by Jan Bopp (Investment Writing)05:47 FX and metals: Tim Gagie (Head of FX

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16:13

Fed does not scare markets

Moving Markets ·

2025/03/20

The US Federal Reserve has kept interest rates steady at 4.25%-4.5%, while downgrading the growth forecast to 1.7% and increasing inflation expectations to 2.8%. Chairman Powell's comments sparked a positive market reaction, with the Treasury curve steepening and equities rising on hopes of future rate cuts. Meanwhile, Turkey's lira plummeted over 10% after the detention of Istanbul's mayor. The EU may exclude the US, the UK, and Turkey from its EUR 150bn defence spending fund if they do

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17:24

Germany gives the green light to major fiscal package

Moving Markets ·

2025/03/19

The German parliament voted in favour of a significant fiscal package yesterday, paving the way for increased defence spending and a substantial infrastructure fund, subject to the bill passing through the Bundesrat on Friday. This news was warmly received by investors, helping to drive a solid performance in European markets. In contrast, the US market told a different story, with all three major indices closing lower, largely due to a sell-off in some of the biggest technology stocks and

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10:29

90% of the S&P 500 sees a rally

Moving Markets ·

2025/03/18

It was a good day almost across the board for US stocks yesterday with rallies in all the major indices. The megacaps though did not fare so well and a gauge of the Magnificent 7 fell 1.1%. European markets rallied ahead of Germany’s debt brake vote which is expected to be successful in the Bundestag today. Asia joined in the rally party this morning with China tech stocks leading the charge. Japan’s markets were buoyed by Berkshire Hathaway’s investments yesterday. All this ahead of four

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18:04

Gold shines even brighter amid uncertainty

Moving Markets ·

2025/03/17

After gold reached a record high on Friday, breaching USD 3,000 an ounce for the first time, driven by investor anxiety over the economic impact of tariffs and trade wars, US stocks managed to claw back some of last week’s harsh losses, but still ended the week in the red. Mensur Pocinci, Head of Technical Analysis, shares his outlook for markets from a technical perspective. Cyril Demaria-Bengochea, Head of Private Markets Strategy, provides an update on private equity and how it fares in

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12:30

The S&P 500 enters correction territory

Moving Markets ·

2025/03/14

US trade policy continues to weigh heavily on financial market sentiment, leading to a dismal day for US equities yesterday. The S&P 500 officially entered correction territory, joining the Nasdaq, while the Russell 2000 approached bear market territory. However, US Treasury Secretary Scott Bessent played down concerns, stating that he was not worried about ‘a little bit of volatility over three weeks’. Across the Atlantic,European wine and spirits companies came under pressure after

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18:34

Market momentum stalls as shutdown fears rise

Moving Markets ·

2025/03/13

US equity indices rose modestly yesterday following relatively subdued inflation data. However, the rebound, that was driven primarily by the performance of the Magnificent Seven, was short-lived, while European markets continued to outpace their US counterparts. As the possibility of a US government shutdown this Saturday looms, investor sentiment remains cautious. Also on the show today is our Group Chief Investment Officer, Yves Bonzon, who offers valuable insights into the current

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14:24

Trump anxiety deepens

Moving Markets ·

2025/03/12

A fresh flurry of trade-policy headlines touched off another volatile trading day on Wall Street, with the S&P 500 Index’s three-week selloff briefly reaching 10% before paring some losses after Trump walked back on more tariff threats. Mathieu Racheter, Head of Equity Strategy, will talk about the details of the recent sell-off and what it means for the market outlook. And we have Manuel Villegas of Next Generation Research on the show to share his insights on what is happening in the

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12:10

US stock market rout intensifies amid recession fears

Moving Markets ·

2025/03/11

US markets plummeted yesterday due to growing fears of a looming recession, with the major US stock indices all falling sharply, amid ongoing trade tensions and uncertainty over the Trump administration's tariff policies. The sell-off was particularly brutal in the tech sector, while the VIX volatility index surged 19% and bond yields plunged, reflecting heightened investor anxiety. On today’s podcast, we are also joined by Dario Messi, Head of Fixed Income Research, with an update on the

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10:17

Markets brace for another week of tariff tit-for-tats

Moving Markets ·

2025/03/10

Last week, the S&P 500 fell 3.10% suffering its worst week since September last year. The Dow Jones fell 2.37%, while the Nasdaq Composite lost 3.45%. Meanwhile, in Europe the Stoxx 600 closed 0.46% lower on Friday, marking its first losing week in 2025. Nevertheless, Europe’s new plans to increase spending on defence did have a positive effect on the aerospace and defence sectors. Canada has a new Prime Minister in the form of ex Bank of England Governor, Mark Carney. Although he has

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