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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

11:55

Amazon outspends its rivals on AI

Moving Markets ·

2025/02/07

European equities surged to a new all-time high, driven by robust earnings reports and positive developments regarding a potential peace plan for Ukraine. US equities also gained ground, with the S&P 500 finishing just shy of 1% below its record high. However, Amazon's post-market earnings release tempered the positive mood, as strong results were offset by slower cloud growth and cautious first-quarter guidance. Notably, the company announced plans to invest USD 100 billion in AI

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15:54

Stocks rise as inflation fears ease and earnings impress

Moving Markets ·

2025/02/06

Join us for a recap of a dramatic trading day, marked by a late-day surge in stocks as inflation concerns eased in the US and earnings reports exceeded expectations. While tech stocks stumbled, rate-sensitive sectors and financials shone in both European and US markets. Meanwhile, gold continued its upward trajectory, reaching yet another intraday record high. In this episode, we're joined by two expert guests: Carsten Menke, Head of Next Generation, who shares his insights on the gold

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14:25

Trump makes his mark with radical Gaza plans

Moving Markets ·

2025/02/05

Marking the most significant change in US policy towards the Middle East in decades, President Trump has shocked markets by announcing plans for the US to take over the Gaza Strip, resettle Palestinians, and turn it into what he has called the ‘riviera of the Middle East’. Meanwhile, gold notches a fresh record close as tariff concerns remain at the forefront of investors' minds. On today’s podcast, we are also joined by Markus Allenspach, Fixed Income Research, who provides an update on

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10:27

It’s still all about tariffs

Moving Markets ·

2025/02/04

The ongoing tariff saga continues to dominate financial markets, as President Trump’s trade policies spark uncertainty and volatility. While Mexico and Canada have temporarily avoided tariffs through an agreement with the US, China has been hit with 10% tariffs, prompting retaliatory measures including its own tariffs, export controls on critical minerals and an antitrust investigation into Google. Meanwhile, in separate news, Trump has signed an executive order paving the way for the

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10:24

Trump escalates trade war

Moving Markets ·

2025/02/03

US President Donald Trump has announced tariffs on Mexico, Canada and China, citing economic and non-economic reasons. The tariffs are set to go into effect on 4 February, unless a last-minute deal is reached. Mexico and Canada promptly announced retaliatory tariffs. This has led to risk-off sentiment in the market, with safe-haven assets in demand, equities lower and volatility rising across asset classes. The USdollar is the big winner and is rising. Chinese equities are outperforming

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12:36

European stocks close at all-time high after ECB...

Moving Markets ·

2025/01/31

The European Central Bank delivered a 25 basis point rate cut yesterday and their comments left investors and traders alike expecting more cuts to come. The Stoxx 600 Index closed at a new all-time high. A busy day for earnings in both Europe and the US saw results from some of the big names and more news from the Magnificent 7. Microsoft, Meta, Tesla, and Apple all saw their shares move higher on the day and the major US indices ended the session in positive territory. Tim Gagie, Head of

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16:17

The Fed and Big Tech

Moving Markets ·

2025/01/30

Global markets react to central banks’ cautious stance, with the Fed holding rates steady and the Bank of Canada cutting amid trade concerns. Big Tech earnings were mixed, with Microsoft, Meta and Tesla all reporting and AI optimism prevailing. European equities hit all-time highs with ASML jumping while LVMH disappointed. Norbert Rücker, Head of Economics & Next Generation Research, provides an update on the global energy markets. Nicolas Jordan, CIO Office, notes that DeepSeek has led

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16:21

The dust is settling after the DeepSeek news

Moving Markets ·

2025/01/29

Stocks rebounded after a rocky start to the week, sparked by concerns over a low-cost artificial intelligence model developed by Chinese startup DeepSeek. However, investors are beginning to see the development as a potential boon for the industry, while OpenAI says it has evidence that DeepSeek has used its model to train its own. The focus today shifts to the Federal Reserve's decision and the upcoming big tech earnings reports. Dario Messi, Head of Fixed Income Research, and Mathieu

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16:57

DeepSeek’s impact on financial markets deepens

Moving Markets ·

2025/01/28

This week’s biggest story has the financial world reeling: Chinese startup DeepSeek’s revolutionary AI model is challenging conventional wisdom about the need for massive AI investment. Companies heavily reliant on AI, including Nvidia, were among the biggest losers. However, the fallout extends far beyond the tech sector, with implications for derivative plays on AI development, such as energy providers. Manuel Villegas joins us to dissect the implications of DeepSeek’s groundbreaking

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10:27

China's AI challenger sends shockwaves

Moving Markets ·

2025/01/27

After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of Technical Analysis, shares his outlook for markets from a technical perspective.00:00 Introduction by Bernadette Anderko (Investment Writing)00:35 Markets wrap-up by Jonti Warris (Investment Writing)07:13 Technical

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23:07

Donald Trump speaks at the World Economic Forum

Moving Markets ·

2025/01/24

Two of this week’s biggest stories collided when US President Donald Trump addressed the World Economic Forum, where he made some big demands. US stock markets rose in late trading yesterday and are on track to end the week higher. European stock markets are also building on the positive momentum seen earlier in the week. Meanwhile in Asia, the Bank of Japan’s decision to raise interest rates has caused some market moves. Joining us to break down the latest in FX and metals is Tim Gagie,

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11:18

European equities on fire

Moving Markets ·

2025/01/23

The Euro Stoxx 600 index reached an all-time high yesterday, as did the German DAX index, led by strong earnings from companies like Siemens Energy and Adidas. In the US, President Trump's USD 100 billion AI infrastructure plan, called Stargate, and its focus on growth rather than protectionism has eased inflation concerns, causing the US yield curve and the US dollar to dip. US equities closer higher, but the CEO of JPMorgan cautioned that asset prices are somewhat inflated. Gold is near

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14:23

Big AI infrastructure investments with a chance of...

Moving Markets ·

2025/01/22

Headline risks are back. Stocks extended their gains after Trump announced a major AI infrastructure initiative called Stargate, while vowing to hit the European Union and China with tariffs. Markets were focusing on the positive news, pushing global equities higher. This has also been supported by positive earnings news. Leonardo Pellandini from Equity Strategy discusses the ongoing earnings season in more detail, while Dario Messi, Head of Fixed Income Research, shares his view on the

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11:28

Trump 2.0 – a new era of volatility

Moving Markets ·

2025/01/21

President Trump has spent his first hours back in the White House tearing up many of Joe Biden’s policiesand issuing a flurry of executive orders on matters including immigration, energy and the cost of living. The US dollar surged on news of potential tariffs on Canada and Mexico, while oil prices slipped after Trump announced plans to boost US oil and gas production. Manuel Villegas, Next Generation Research, shares his thoughts on digital assets amid increased volatility in the new Trump

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11:34

Bitcoin surges ahead of Trump’s inauguration

Moving Markets ·

2025/01/20

Bitcoin is trading sharply higher as Donald Trump prepares to take office as the 47th President of the United States, with many anticipating that his presidency will further boost the price of the largest cryptocurrency. Meanwhile, despite US markets being closed today, investors are bracing themselves for a hectic week ahead, marked by the new administration's expected announcement of numerous executive orders, the commencement of the World Economic Forum in Davos, and the intensification

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10:57

Strong earnings and dovish Fed speak support markets

Moving Markets ·

2025/01/17

US banks kick off the earnings season with strong beats, while European luxury companies such as Richemont impress with better-than-expected sales. Comments from Fed official Waller on potential rate cuts in 2025 boost investor sentiment, supporting equities and pushing yields lower against a backdrop of robust but slightly softer US economic data. We have Bence Boldvai from our FX & PM Solutions team on the show to talk about the currency market and the particularities of the gold

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12:39

Markets rally on falling inflation and positive...

Moving Markets ·

2025/01/16

Stocks rally and government bond yields drop on positive inflation reports from the US and the UK. Another catalyst for the positive mood across markets is the season's first earnings reports from several Wall Street heavyweights, which all beat estimates and provided positive outlooks. Meanwhile, gold has been quietly gaining ground, despite a strengthening US dollar. We're joined by Carsten Menke, Head of Next Generation Research, who shares his thoughts on why he believes last year's

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18:07

US small business optimism soars

Moving Markets ·

2025/01/15

US small business owners are experiencing their highest level of optimism in over 40 years, fuelled by expectations of tax cuts and deregulation under Donald Trump. US producer prices rose less than expected in December, providing some relief, although today's consumer price data release will be key. The UK reported lower-than-expected inflation in December, weighing on the pound, while Japan's yen strengthened on hints of impending rate hikes. The US earnings season kicks off today,

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11:20

Higher yields and a stronger dollar drive markets

Moving Markets ·

2025/01/14

It was a mixed bag for global equities at the start of the new trading week. European equities stumbled in response to last week's robust US jobs data, while US markets saw a significant shift away from technology stocks and towards energy, healthcare and materials. Market sentiment is being driven by expectations that the Federal Reserve will be cautious with regard to cutting interest rates this year, higher global government bond yields and a strengthening US dollar. Meanwhile, Japanese

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10:33

Strong US jobs report sparks global market meltdown

Moving Markets ·

2025/01/13

Friday’s US jobs report saw global stocks wipe out their 2025 gains while the US dollar jumped to its highest level in over two years. Meanwhile, swap traders are slashing their bets for Federal Reserve rate cuts this year amid the global bond rout. Mensur Pocinci, Head of Technical Analysis, provides his latest views on markets from a technical perspective.00:00 Introduction by Helen Freer (Investment Writing)00:27 Markets wrap-up by Jonti Warris (Investment Writing)06:58 Technical

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