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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

11:32

Oil whiplash, Wall Street rebound, China’s export...

Moving Markets ·

2026/03/10

Brent oil saw historic intraday swings yesterday, surging on supply fears before dropping sharply as the G7 discussed releasing reserves and the US president signalled the war could soon end. This shift helped European markets rebound from their lows and lifted US equities as safe‑haven flows unwound. Asian markets followed Wall Street higher, supported by strong corporate results and robust Chinese export data. Japan’s Q4 GDP beat expectations, although household spending weakened. Norbert

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16:11

Oil surges after Iran names new supreme leader

Moving Markets ·

2026/03/09

This morning, Iran named Mojtaba Khamanei, the man President Trump said would be unacceptable in the post, as its new leader. The immediate market reaction was a spike in the price of Brent crude oil to nearly USD120 per barrel, and a pronounced selloff in Asian stock markets. These moves have since reversed somewhat after the Financial Times wrote that G7 leaders will have talks with the International Energy Agency today regarding a possible release of energy reserves. Richard Tang, Head

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17:20

The View Beyond: How are financial markets reacting...

Moving Markets ·

2026/03/07

The recent US and Israel strike on Iran has introduced a new layer of uncertainty to global markets, with investors closely monitoring the implications for oil & gas, and portfolios overall. How should investors interpret these developments and position themselves amid heightened geopolitical risk?In this episode of Moving Markets: The View Beyond, Ayako Lehmann is joined by Norbert Rücker, Head of Economics and Next Generation Research, and Yves Klenk, Head of Client Coverage and

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12:06

Oil surge pulls equities lower and dampens rate-cut...

Moving Markets ·

2026/03/06

Global markets saw another volatile session as escalating Middle East tensions drove oil prices sharply higher and dampened risk appetite. Equities fell across the US and Europe, and US bond yields moved higher as investors reassessed the outlook for Federal Reserve rate cuts. In tech, potential new US restrictions on AI chip exports weighed on sentiment, though software stocks bucked the trend with a notable rebound. Asian markets were mixed overnight. Joining our show today is Tim Gagie,

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13:02

From energy tensions to market gains

Moving Markets ·

2026/03/05

US and European equities rebounded yesterday as the absence of another energy spike supported sentiment. Strong US job gains and a firm ISM services reading eased growth concerns, reduced expectations for a July rate cut, and lifted major indices, with technology leading. The US dollar held firm, investors are positioned for a weaker euro, and Swiss franc strength triggered a second round of SNB verbal intervention. Bitcoin surged, China set a cautious growth target, and Asian markets –

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14:00

Stock markets fall again as Iran conflict continues

Moving Markets ·

2026/03/04

US and European stock markets fell further yesterday although some relief was provided by Trump’s promise to accompany vessels through the Strait of Hormuz. Both oil and the US dollar strengthened, but gold and silver fell, and overnight Asia’s stock markets suffered a bruising session with the Kospi falling more in one day than it has since 2001. Joining the show today are our research team heads of Equity Strategy, Mathieu Racheter, and Fixed Income, Dario Messi, to provide some context

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11:57

Markets on edge as Middle East conflict widens

Moving Markets ·

2026/03/03

While European markets tumbled amid the escalating conflict in the Middle East, US equities held up surprisingly well. Both the Nasdaq and the S&P 500 managed to post modest gains, supported largely by strength in the technology sector. This morning, however, oil prices have climbed further as tensions continue to rise, and Asian markets are deep in negative territory. Today, we are joined by Carsten Menke, Head of Next Generation Research, who puts the latest moves in precious metals

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12:59

War in the Middle East

Moving Markets ·

2026/03/02

Geopolitical tensions in the Middle East have escalated over the weekend, with coordinated strikes by the US and Israel targeting Iranian facilities and leadership. In response, Iran has launched retaliatory strikes across the Gulf region. The surge in hostilities has placed global markets under heightened scrutiny. Equity indices are trading lower, while safe-haven assets - including the Swiss franc and gold - are seeing increased demand. Oil prices have spiked overnight, driven by fears

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8:57

The View Beyond: The road ahead after the US Supreme...

Moving Markets ·

2026/02/28

The recent US Supreme Court decision on tariffs has shifted the landscape for investors, replacing a patchwork of country-specific measures with a temporary universal tariff. What does this mean for markets overall, different countries and sectors, the US dollar and fixed income?In this episode of Julius Baer’s Moving Markets – The View Beyond podcast, Helen Freer is joined by Christian Gattiker, Head of Research, to discuss the implications of the Supreme Court’s ruling against the tariffs

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9:24

Tech slips but broader markets hold up

Moving Markets ·

2026/02/27

Major stock indices ended mostly lower after a two‑day rally. In the US, the Information Technology sector fell nearly 2%, weighed down by a 5.5% drop in Nvidia shares. In contrast, the equally weighted S&P 500 gained 0.6%. Treasury prices and gold edged higher as investors sought safe‑haven assets following the conclusion of US - Iran talks, which ended without any tangible progress. Today, we are joined by Thomas Caflisch, Head of FX Sales Switzerland, who shares his views on precious

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12:39

Nvidia delivers, but not enough for euphoria

Moving Markets ·

2026/02/26

Nvidia delivered results yesterday that beat analysts’ expectations but failed to cause more than a brief rally in extended trading. Nevertheless, US indices ended the day higher, with the Nasdaq Composite closing up 1.26%, and Asia’s tech-biased indices following suit. The Nikkei 225 breached 59,000 for the first time as the Takaichi trade continued. Elsewhere investors await further tariff announcements from the US in the coming days. Norbert Rücker, Head of Economics and Next Generation

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11:27

Tech climbs, gold shines, and why AI could be good...

Moving Markets ·

2026/02/25

US stocks rebounded yesterday led by technology shares after AI developments announced by Meta and Anthropic. Strong US economic data lifted the broader market and boosted small caps. In Europe, autos rose on lower‑than‑expected US tariffs, while banks fell. Taiwan and South Korea climbed on AI optimism, and Japan advanced after the Prime Minister nominated two reflation‑focused academics to the Bank of Japan’s policy board, fuelling expectations of slow rate increases and keeping the yen

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12:10

Risk sentiment sours on trade and AI concerns

Moving Markets ·

2026/02/24

Global markets were on edge yesterday as President Trump’s newly announced 15% global tariff triggered a sharp European response and fresh trade uncertainty. Equity markets across both Europe and the US struggled, with tech stocks hit particularly hard amid renewed concerns about AI disruption in the software sector. Defensive names, meanwhile, benefited from the flight to safety, alongside a strong move in gold. Asian markets painted a mixed picture. On today’s show, we are joined by Next

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9:26

US Supreme Court strikes Trump tariffs, what’s next?

Moving Markets ·

2026/02/23

The US Supreme Court struck down President Donald Trump’s global tariffs last week, dealing a blow to his administration’s centrepiece trade policy. The administration quickly signalled that it would pursue 10%, then 15% global tariffs. While equity markets rallied on Friday, risk sentiment has been dampened this morning as uncertainty about trade policy returns. Mensur Pocinci, Head of Technical Analysis, takes a step back from the limited geopolitical visibility and looks at what the

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15:17

The View Beyond: Diversifying beyond Big Tech

Moving Markets ·

2026/02/21

How sustainable is the narrow leadership of US equity markets? With aggressive AI-related capex plans raising concerns about long-term returns, investors have been reassessing concentrated positions in US mega cap technology and turning their attention elsewhere. What should be in focus as they look to broaden their portfolios?In this edition of Moving Markets – The View Beyond, Bernadette Anderko is joined by Nenad Dinic, one of Julius Baer’s equity strategists, to discuss the drivers

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11:48

Heightening US/Iran tensions ahead of key US data

Moving Markets ·

2026/02/20

US and European equity markets fell yesterday following President Trump’s announcement that Iran has 10-15 days to reach a deal over its nuclear programme. This pushed oil prices up over USD 72/ barrel this morning. On the bright side, Indian and South Korean equity markets climbed today. US Futures are also higher ahead of key US data due out today, and the possibility of the announcement of the highly anticipated Supreme Court decision on the legality of Trump’s tariffs under the

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10:39

European equities break records as AI disruption...

Moving Markets ·

2026/02/19

European stocks climbed to new highs as investors responded positively to solid corporate earnings. Meanwhile, the latest Federal Reserve minutes revealed a divided stance among US monetary policymakers. In Asia, South Korea’s Kospi index - often seen as a bellwether for AI-related trades - surged to a fresh record amid easing concerns over AI‑driven disruption. In today’s episode, Carsten Menke, Head of Next Generation Research, discusses the emerging winners and losers as agentic AI

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11:04

Jittery tech, cheaper gold, and US-Iran talks

Moving Markets ·

2026/02/18

As US markets returned from the holiday, volatility re-emerged across AI-linked equities. Europe showed resilience but commodities fell on easing geopolitics. In precious metals, volatility remains elevated due to thin trading during Asian hours amid the Lunar New Year holiday. Tim Gagie, Head of FX Advisory in Geneva, talks about what that means for gold and silver going forward and why dips in AUD and NZD are looking like an opportunity. A fast, lively breakdown of what’s moving markets –

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11:30

Thin trading, thick headlines

Moving Markets ·

2026/02/17

With US markets closed for Presidents’ Day and much of Asia shut for Lunar New Year, trading was thin yesterday and overnight, yet European equities still managed to edge higher. Swiss GDP data showed a slight rebound in Q4, although overall growth for 2025 remained below the historical average. Geopolitical developments also shaped sentiment, as investors digested the outcomes of the Munich Security Conference. Meanwhile, talks between Ukraine and Russia, as well as between Iran and the

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10:35

Profit taking in Japan after weak data and a...

Moving Markets ·

2026/02/16

Global equity markets are starting the week on a subdued note, with US markets closed today for President’s Day. Liquidity is also thinner than usual due to the Chinese Lunar New Year holidays and carnival celebrations in parts of South America. Japanese equities are seeing some profit-taking following weaker‑than‑expected GDP data, while gold and silver are also trading lower. In today’s episode, we’re joined by Mensur Pocinci, Head of Technical Analysis, who shares why he remains wary on

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