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PODCAST

Moving Markets: Daily News

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to

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All Episodes

16:06

Are AI-related earnings expectations impossible to meet?

Moving Markets: Daily News ·

2024/04/25

Markets have had a challenging 24 hours, with equities flat in the US but lower in Europe as bonds sold off and disappointing revenue guidance from Meta weighed particularly on the tech sector overnight. Our Head of Economics & Next Generation Research, Norbert Rücker, talks about the energy market amid geopolitical risks, and Nicolas Jordan from the CIO office talks about the impact of endogenous and exogenous risks on markets and how they have adjusted their asset allocation amidst

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11:58

Equities buoyed by strong corporate and economic data

Moving Markets: Daily News ·

2024/04/24

While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate earnings eased concerns about higher interest rates. In the Asia-Pacific region, Australia reported a slowdown in inflation, while the Bank of Japan is again said to be looking at currency intervention. Mathieu Racheter,

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9:56

Investor sentiment improves as geopolitical risk fades

Moving Markets: Daily News ·

2024/04/23

Following last week’s worst selloff in a year, US equities turned a corner yesterday as the risks of a Middle East escalation appeared to ease. Investor sentiment was decidedly more risk-on as this week’s corporate earnings and economic data shifted into focus. Dario Messi, Fixed Income Strategy, discusses the impact of geopolitics on bond markets and talks about emerging market debt in the current climate.00:00 Introduction by Bernadette Anderko (Investment Writing)00:25 Markets wrap-up by

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14:22

Asia kicks off the week with a relief rally on lack...

Moving Markets: Daily News ·

2024/04/22

Markets are in a rallying mood this morning, with most major Asia-Pacific equity markets up on the lack of signs of further escalation in the Middle East. This follows a dismal end to the week in US trading, with the AI darlings in particular weighing on markets. And Richard Tang, our Head of Research in Hong Kong, takes us on a tour of Asia in 80 seconds and explains why Japan remains his top pick.00:00 Introduction by Bernadette Anderko (Investment Writing)01:14 Markets wrap-up by Roman

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14:13

Stocks fall on Middle East worries

Moving Markets: Daily News ·

2024/04/19

European and US equity index futures declined overnight as global markets were rocked by fresh conflict in the Middle East that sent stocks lower while oil and safe-haven assets are trading higher. The Fed is hammering home its patient rhetoric. And Mensur Pocinci, Head of Technical Analysis, joins the show today to tell us more about the adage 'sell in May and go away' and what to expect from equity market seasonality in the coming months.00:00 Introduction by Helen Freer (Investment

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16:18

New sanctions on Russian industrial metals

Moving Markets: Daily News ·

2024/04/18

US equities were lower again in yesterday’s afternoon session, with a drop in orders at European semiconductor company ASML Holdings weighing on technology stocks. US and Asian authorities are pushing back against USD strength and oil is lower on ample US supply. Stocks are in the green this Thursday morning, supported by some upbeat earnings results and comments from Christine Lagarde that Europe's economy is nearing the end of its malaise. Carsten Menke, Head of Next Generation Research,

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10:54

Sticky inflation prompts Fed to delay rate cuts

Moving Markets: Daily News ·

2024/04/17

Yesterday the US Federal Reserve chair Jerome Powell signalled that policymakers will wait longer than previously anticipated to begin cutting interest rates. Nevertheless, despite the recent selloff, global equities are starting to show signs of stability. Investors are now betting on just one to two US rate cuts this year starting in July or September. Mathieu Racheter, Head of Equity Strategy, provides us with an update on the Q1 earnings season.00:00 Introduction by Bernadette Anderko

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15:11

Markets lower on geopolitical fears

Moving Markets: Daily News ·

2024/04/16

European markets managed to close Monday’s session higher but the same could not be said for the US, where tech stocks fared the worst. Strong US retail sales data pushed back expectations of rate cuts there until September. Concerns about an escalation of the conflict in the Middle East did little to calm jittery Asian markets and they fell further on mixed economic data from China. Norbert Rücker explains why it’s important not to underestimate the resilience of the energy market

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13:39

Yields remain high, equities rebound, and gold prints...

Moving Markets: Daily News ·

2024/04/12

Despite global government bond yields remaining high following this week’s US inflation reports, equities staged a recovery rally into the close. And overnight, gold hit another record high, edging closer to the USD 2,400 mark each day. Tim Gagie, Head of FX/PM PB Solutions Geneva, shares his views on tuna, pianos and why he is not short the Japanese yen.00:00 Introduction by Bernadette Anderko (Investment Writing)00:41 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:56 FX

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15:15

Markets under the spell of higher US inflation

Moving Markets: Daily News ·

2024/04/11

Hotter US inflation lowered expectations of interest rate cuts. Wall Street reacted with a down day, but the weakness did not spread to European or Asian equities. However, it was government bond yields and the USD that rose sharply. Today's focus is on the ECB's rate decision – a rate cut is not expected, so the focus will be on the comments from ECB President Christine Lagarde. And the JPY is at its lowest level since 1980, raising the spectre of monetary intervention. Tensions are rising

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15:10

Everyone’s waiting for US inflation data

Moving Markets: Daily News ·

2024/04/10

Market action appears subdued as investors around the world await key US inflation data later today. Meanwhile, on a more company-specific level, ‘everything AI’ still seems to be the trend. In the Asia-Pacific region overnight, data showed that Japan’s corporate inflation rate rose for the third month in a row, while the Reserve Bank of New Zealand kept its benchmark interest rate steady at 5.5%. Fixed Income strategist Dario Messi joins the show today to discuss longer-maturity bonds, and

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13:05

Who will move first – the ECB or the Fed?

Moving Markets: Daily News ·

2024/04/09

The major US equity indices closed around flat yesterday while small caps outperformed, with the Russell 2000 index gaining 0.5%. The 10-year US Treasury yield climbed to 4.43%, prompting investors to raise their bets on the Fed cutting rates just twice this year following last week’s jobs data upside surprise. And David Kohl, Chief Economist, provides his outlook for the future interest rate policy paths for the Fed and the ECB.00:00 Introduction by Helen Freer (Investment Writing)00:28

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11:36

10-year US rates approaching key levels

Moving Markets: Daily News ·

2024/04/08

Markets had a difficult start to the second quarter last week, with the S&P 500 posting its worst weekly performance for 3 months as geopolitical tensions in the Middle East and rising oil prices led to growing concerns about inflation. A stronger-than-expected US jobs report on Friday has led investors to continue to price in fewer Fed rate cuts, pushing yields on government bonds to key levels. Mensur Pocinci, Head of Technical Analysis, explains why 4.5% is an important level for

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12:55

Stocks slip and oil gains on Middle East jitters

Moving Markets: Daily News ·

2024/04/05

Markets took a sharp risk-off turn in late US trading yesterday. The main catalyst was rising tensions in the Middle East, with oil prices rallying above USD 90/bbl for the first time since October, which in turn added to existing fears about inflation. In Switzerland, inflation figures for March once again surprised to the downside, which put pressure on the Swiss franc. Tim Gagie, Head of FX & PM Solutions Geneva, talks about what he expects for the safe-haven currency going forward

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15:49

Global equities back in the green

Moving Markets: Daily News ·

2024/04/04

After a cautious start to Q2, equity markets regained their stride in Wednesday’s session climbing higher across regions. The Federal Reserve Chairman Jerome Powell said that the Fed is still in wait-and-see mode when it comes to rate cuts, but markets took more comfort from the fact that he reaffirmed that the Fed is likely to cut rates this year. Our Head of Economics & Next Generation Research, Norbert Rücker, explains the different narratives at play in the oil market and what they

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12:02

A poor start to the new quarter

Moving Markets: Daily News ·

2024/04/03

The second quarter is off to a rocky start for global equities as sticky inflation data and strong economic figures have pushed bond yields higher and their prices lower, weighing on a stock market that has so far ignored the repricing of central bank rate cuts in recent months. The only asset currently seeing an upside seems to be commodities, with oil hitting a five-month high and gold reaching a record high yesterday. Fixed Income strategist Dario Messi joins the show today to discuss

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10:44

Stocks down and yields up on strong US factory data

Moving Markets: Daily News ·

2024/04/02

Strong US manufacturing data, pointing to expansion for the first time in over a year, pushed US Treasury yields higher and stocks lower, albeit in light trading. Meanwhile, gold continues to trade higher, almost on a daily basis. But Mensur Pocinci, Head of Technical Analysis, says investors should favour productive assets as momentum remains strong in many parts of the market.00:00 Introduction by Helen Freer (Investment Writing)00:28 Markets wrap-up by Roman Canziani (Head of Investment

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12:15

Stocks push towards new all-time highs in light trading

Moving Markets: Daily News ·

2024/03/28

The equity market rally is continuing ahead of the Easter break, while fixed income markets are a little less euphoric following Federal Reserve Governor Waller’s comments that recent economic data does not warrant as many interest rate cuts as expected. Carsten Menke, Head of Next Generation Research, argues that sentiment in the gold market is overly bullish.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:17 Gold

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11:23

Falling yen lifts Japanese stocks

Moving Markets: Daily News ·

2024/03/27

While there are still a few trading days left in the quarter, equity trading already seems to be driven by end-of-quarter positioning. Overnight in Asia, Japanese stocks rose as the yen fell to its lowest level against the US dollar in around 34 years, while the rest of Asia struggled for momentum. Dario Messi from Fixed Income Research joins the show today to discuss the Swiss National Bank's interest rate decision and what it means for Swiss franc-denominated bonds.00:00 Introduction by

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11:11

Social media stocks in the spotlight

Moving Markets: Daily News ·

2024/03/26

Social media stocks are in the spotlight as the EU takes a closer look at their activities and Florida Governor Ron DeSantis signs a bill banning minors under 14 from having social media accounts. In fixed income, the US yield curve has been inverted for more than 430 trading days, the longest period on record. In Asia, the Chinese government continues its efforts to shore up confidence amid a slowdown in foreign investment. Meanwhile, cocoa prices are at an all-time high, trading higher

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