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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

news business news

All Episodes

12:51

Another blow to artificial intelligence stocks

Moving Markets ·

2025/03/07

US equity markets continued to sell-off yesterday, driven by disappointing tech-earnings, Chinese AI innovations, and the ongoing uncertainty surrounding Trump's tariff policy – even after he decided to exempt some goods from Mexico and Canada. In contrast, European equities largely defied the trend, with German equities continuing to rally. Joining us today to discuss the energy landscape is Norbert Ruecker, Head of Economics & Next Generation Research, who discusses the potential

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12:21

Whatever it takes and tariff twists – bad for bonds...

Moving Markets ·

2025/03/06

European markets surged following German Chancellor-in-waiting Friedrich Merz's commitment to do 'whatever it takes' to ramp up defence and infrastructure, but this vow comes with a price tag: increased fiscal spending. Consequently, government bond yields soared across the continent. Meanwhile, in the US, markets rebounded after President Donald Trump temporarily lifted his 25% tariffs on Canadian and Mexican auto imports. Joining us to break down the implications for currencies and

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17:56

Investors looking to China today

Moving Markets ·

2025/03/05

Investors have a lot to digest. With US tariffs on Canada, Mexico, and China now in force – along with some retaliatory measures from affected countries – US Commerce Secretary Lutnick hinted that the US may reconsider some tariffs. Meanwhile, in Europe, the European Commission and Germany have unveiled plans to significantly increase defence spending. In Asia, all eyes are on China's National People's Congress, where the government has set an economic growth target of around 5% for 2025

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12:23

Trade wars escalate

Moving Markets ·

2025/03/04

US equities did not like the news of weak manufacturing data and President Trump's announcement of tariffs on Canadian and Mexican goods, as well as increased tariffs on Chinese imports. The move prompted swift retaliation from Canada and China, who imposed their own tariffs on US goods. The S&P 500 fell 1.8% and Nvidia dropped nearly 9% but defensive sectors, like healthcare and consumer staples, rose on the day. European equities moved higher yesterday, with the Euro Stoxx 50 gaining

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11:13

Bitcoin resurgent ahead of moment of truth for tariffs

Moving Markets ·

2025/03/03

US President Trump's surprise announcement that Bitcoin will be included in a new US strategic reserve saw its value soar over 20% from last week's lows. Meanwhile, investors are now in wait-and-see mode as to whether Trump will push through his planned 25% tariffs on Mexico and Canada and the extra 10% on China this week. Mensur Pocinci, Head of Technical Analysis, shares his outlook for markets from a technical perspective.00:00 Introduction by Helen Freer (Investment Writing)00:27

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11:53

Tariffs and tech weigh on sentiment

Moving Markets ·

2025/02/28

Tariffs are back on the table after President Trump confirmed yesterday that the delayed tariffs on Mexico and Canada will take effect on 4 March, while China will face an additional 10% tariff on top of existing levies. While investors are still wondering if this is just a negotiating tactic or not, stock markets were broadly lower yesterday and overnight. Meanwhile, Nvidia had to say goodbye to the exclusive USD 3 trillion market capitalisation club, as its shares plummeted despite a

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10:38

European stocks keep on climbing and Nvidia fails to...

Moving Markets ·

2025/02/27

The much-anticipated earnings report of chipmaker Nvidia, the posterchild of the AI revolution, failed to spark enthusiasm although it did suggest that the AI investment boom remains alive and well. For now, European stocks may be a good place for investors too with benchmark indices scaling fresh highs almost daily. Carsten Menke, Head of Next Generation, shares his insights on how a potential peace agreement in Ukraine could impact the construction and rebuilding industries.00:00

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16:03

Markets on edge ahead of Nvidia

Moving Markets ·

2025/02/26

US growth concerns and geopolitics keep investors busy ahead of Nvidia’s much-anticipated earnings report later today. Germany's incoming chancellor seeks to boost defence spending, while US yields decline amid uncertainty over Trump's policies and weaker-than-expected US consumer confidence data. Global markets react, with bonds rallying, the dollar down, and equities slipping, especially tech stocks. Dario Messi, Head of Fixed Income Research, explains why he expects European yields to

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12:46

US tech takes a hit as gold continues to shine

Moving Markets ·

2025/02/25

US stock markets lost steam yesterday with big tech leading losses and the 10-year US Treasury yield moving back towards the 4.40% level while European bourses put in a mixed performance as investors digested the results of German federal election. Meanwhile the gold price continues to gain ground trading just shy of the USD 3000 mark. On today’s podcast we are also joined by Manuel Villegas Next Generation Research with an update on drivers in the artificial intelligence space. 00:00

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11:34

Markets react positively to German elections

Moving Markets ·

2025/02/24

The S&P 500 experienced a sharp decline on Friday, falling 1.7% in its worst session of 2025, after hitting record highs earlier in the week. Concerns about stagflation spooked investors. In Germany, the opposition conservative CDU/CSU won the election with 28.5% of the vote. In a first reaction, German equities and the EUR rose on Monday morning. Berkshire Hathaway reported strong earnings growth and over USD 300 billion in cash available for investment. This week in focus: Nvidia

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17:58

Chinese shares continue to rally

Moving Markets ·

2025/02/21

While the US labour market remains resilient despite a modest increase in initial jobless claims, concerns are growing about a potential stagflation scenario in the US. Meanwhile, in Europe, eurozone consumer sentiment improved slightly in February, albeit from a low base, and UK retail sales beat expectations. In Asia, markets digested news that Japan's inflation rate hit a two-year high of 4%, but Alibaba's robust quarterly earnings boosted Chinese stocks. Joining us today are Tim Gagie,

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10:51

The tariff noise continues

Moving Markets ·

2025/02/20

US President Trump's plan to impose 25% tariffs on European imports triggered a sell-off in European markets. The European Stoxx 600 had its worst day of the year, while US markets closed flat. Bonds and currencies also felt the impact of the tariff news, with gold hitting a new all-time high overnight. And we also have Nicolas Jordan from the CIO office on the show to discuss the reasons behind this year's impressive rally in European equities and why he believes the US market remains a

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17:30

‘Tariff Man’ strikes again – but stocks rally to new...

Moving Markets ·

2025/02/19

Hopes for an end to the conflict in Ukraine has provided a significant sentiment boost, driving European and US stocks to new heights. Despite ongoing discussions, announcements, and postponements of new tariffs, markets are increasingly looking beyond the short-term noise. For a deeper analysis of the latest developments, we turn to our experts. Dario Messi, Head of Fixed Income Research, offers his insights into the recent moves in bond yields, while Nenad Dinic, Equity Strategy Research,

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10:35

Ukraine peace talks boost Europe defence spending

Moving Markets ·

2025/02/18

European leaders yesterday called for increased spending to boost the continent's defence capabilities, amid hopes of a potential Ukraine/Russia peace deal. Meanwhile, Asian markets today are being led higher by a surge in Chinese technology stocks as investors express optimism about fresh potential support measures from the Chinese government. On today’s podcast, we are also joined by Manuel Villegas, Next Generation Research, for a weekly update on digital assets and a look at the drivers

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11:24

Markets pause for breath ahead of US/Russia talks

Moving Markets ·

2025/02/17

Friday was a mixed bag for Europe’s and America’s main indices, but they still saw gains on the week. The Munich Security Conference gained more attention than usual as the world awaits a solution for Ukraine. As of Friday it seemed that Ukraine and Europe would be left out of negotiations to end the war, but since then US Secretary of State Marco Rubio has said that both Ukraine and Europe will be part of any ‘real negotiations’. In Asia, Japan’s GDP has risen a surprising 2.8%

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13:36

Europe shines amid US politics

Moving Markets ·

2025/02/14

Amid the noise surrounding Donald Trump’s policies and potential tariffs, European equities have been quietly shining, defying expectations with several robust trading sessions. Investors in Europe seem to be shrugging off trade tensions and there are even signs that the Russia-Ukraine conflict may be easing. Elsewhere, Indian Prime Minister Narendra Modi made headlines at a joint press conference with Donald Trump, outlining bold plans to significantly increase bilateral trade between

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13:53

A Ukraine peace deal?

Moving Markets ·

2025/02/13

US inflation rose 0.5% in January, beating expectations. The market reacted with rising yields but unlike previous months, US equities held up and the USD failed to rally. In Europe, stocks rose slightly, helped by strong earnings from several large companies. European equities are pointing higher again today, with the focus now on the Ukraine peace talks. In Asia, stocks in Hong Kong and Japan gained ground on improved sentiment and lower oil prices, rounding out a significant 24 hours in

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17:52

Tariff headline fatigue

Moving Markets ·

2025/02/12

Markets are already showing signs of tariff headline fatigue, with US stocks little changed after the latest US tariff announcements. Meanwhile, European equities continue to outperform. French, German, and Swiss markets are all hitting new all-time highs. Traders are now braced for the US inflation report later today. Dario Messi, Head of Fixed Income Research, explains why the Fed is in no hurry to make further interest rate cuts. And we have Mathieu Racheter, Head of Equity Strategy, on

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12:33

Gold shines as Trump weighs in on Gaza and tariffs

Moving Markets ·

2025/02/11

US president Donald Trump has said he will call for an end to the Gaza ceasefire unless Hamas releases all Israeli hostages by Saturday. Meanwhile, the US president has signed executive orders to impose 25% tariffs on all steel and aluminium imports, boosting safe-haven demand and sending gold to its seventh record high this year alone. Also on today’s podcast, we are also joined by Manuel Villegas, Next Generation Research, who provides an update on artificial intelligence after the dust

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8:37

Market movers: tariffs, inflation and earnings

Moving Markets ·

2025/02/10

US stock market futures are slightly up this morning despite President Trump announcing another set of tariffs, this time on all imports of steel and aluminum. The US dollar is slightly up on the news and gold is trading at all-time highs. This week, we will be watching US and global inflation figures, the Federal Reserve Chair's testimony, and a slew of big companies reporting earnings. Our special guest Markus Wachter, Technical Analysis, believes that stocks are bound to rally

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