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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

10:53

A solid start to the earnings season

Moving Markets ·

2024/10/14

Global equities bounced back on Friday, buoyed by strong earnings reports from leading US banks. The S&P 500 wrapped up the week at a fresh all-time high. Meanwhile, Chinese equities started the week on a mixed note after news on China's fiscal stimulus was light on details. With a plethora of company reports, US retail sales data, and the ECB rate decision on the horizon, this week is shaping up to be particularly eventful. Markus Wachter of our Technical Analysis team explains why

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16:16

Digesting US inflation data

Moving Markets ·

2024/10/11

Yesterday’s biggest economic story was the US inflation data for September, which showed a slight rise in prices, leaving investors to wonder whether the Fed will opt for a smaller rate cut – or none at all – at its next meeting in November. Meanwhile in Europe, the French government unveiled its budget plan for next year in an attempt to tackle the country’s large public debt and restore investor confidence. Today marks the official start of the earnings season, which should provide a nice

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16:24

US stocks reach another all-time high, for the 44th...

Moving Markets ·

2024/10/10

The S&P 500 has reached yet another all-time high, marking its 44th record close this year. As investors await key inflation data, US Treasury yields are rising in tandem with stocks, fueling speculation about a 'no landing' scenario. In this episode, we're joined by two expert guests: Norbert Rücker, Head of Economics and Next Generation Research, who shares his insights on the latest commodity trends, and Nicolas Jordan from our CIO office, who discusses the pros and cons of

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16:02

US stocks get tech boost

Moving Markets ·

2024/10/09

Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for insights into the Fed's next move. Chinese stocks continue to pull back from their post-holiday opening highs yesterday. Mathieu Racheter, Head of Equity Strategy, tells us what to expect from the upcoming reporting

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12:17

Hong Kong drops on lack of new stimulus

Moving Markets ·

2024/10/08

US stocks fell due to concerns about the Middle East, a fall in large-cap tech stocks (except Nvidia), and reduced expectations for interest rate cuts following a strong US labour market. Oil prices rose above USD 80 a barrel on Middle East concerns, but then fell back due to lack of new stimulus measures announced by China. The USD strengthened to a 7-week high against major currencies, while gold held steady. Chinese stocks initially surged after a week-long holiday, but gave up some

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11:48

US jobs data kicks the ball out the park

Moving Markets ·

2024/10/07

At the end of a turbulent week in markets, Friday’s September US jobs report surprised to the upside, helping stocks to close up on the week. US stocks remain close to their all-time highs as traders bet that the Federal Reserve will be able to engineer a soft landing. Mensur Pocinci, Head of Technical Analysis, offers an update on the markets from a technical perspective and shares his outlook for the global equity bull market.00:00 Introduction by Jan Bopp (Investment Writing)00:31

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11:19

Markets cautiously await key US data as Middle East...

Moving Markets ·

2024/10/04

Ahead of US non-farm payrolls data due out later today, and following the latest developments in the Middle East, European and US stock markets closed lower yesterday. Hong Kong, Japan and South Korea, however, had a positive session as mainland China continued to enjoy the Golden Week holiday. Tim Gagie, Head of FX & PM Solutions Geneva, provided his weekly update on what to watch in the currency markets, covering the US dollar, the Swiss franc, the British pound and the Japanese

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14:04

Geopolitics vs central bank easing

Moving Markets ·

2024/10/03

Global markets were mixed yesterday as geopolitical tensions between Israel and Iran offset investor optimism driven by central bank easing. This was also reflected in US and European equities, which were little changed on the day. The USD gained on strong employment figures and safe-haven demand. OpenAI raised USD 6.6 billion in funding, valuing the company at USD 157 billion, and Nvidia shares rose after hours on strong demand for its chips. In Japan, stocks are higher on a weaker JPY

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12:19

Middle East tensions rule as traders await Israel’s...

Moving Markets ·

2024/10/02

Financial markets have calmed a little after investors seeking safe havens drove stocks and government bond yields lower and gold, oil, the US dollar and the Swiss franc higher. Iran’s attack on Israel has been left unanswered by Israel so far, so markets remain on tenterhooks – they hope for ‘more barking rather than biting’ for now. Mathieu Racheter, Head of Equity Strategy, shares his fundamental assessment across asset classes, now that the Federal Reserve has embarked on its rate

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10:49

US stock indices reach fresh new highs despite a...

Moving Markets ·

2024/10/01

The S&P 500 and Dow Jones stock indices climbed to fresh new highs yesterday after US Federal Reserve Chair Jerome Powell said that he foresees two more rate cuts of 25 basis points this year following fresh data underlining sustained economic growth and robust consumer spending. Meanwhile, Chinese stocks yesterday posted their biggest daily gains in 16 years as Beijing’s latest stimulus package sparked a searing rally. Manuel Villegas, Next Generation Research, provides an update on

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9:28

China's stimulus package ignites growth hopes

Moving Markets ·

2024/09/30

China's massive stimulus package has boosted markets, sending the CSI 300 index to a gain of 15.7% last week. This has also lifted export-oriented European equities and industrial metals. Meanwhile, inflation data came in below expectations, and investors await key releases this week, including the US jobs report and eurozone inflation data. Markus Wachter from our Technical Analysis team is also on today’s show and he talks about why he expects further weakness of the US dollar and more

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13:01

Rallies, rates, and rumours

Moving Markets ·

2024/09/27

Global markets rallied, with the S&P 500 and Euro Stoxx 600 hitting all-time highs. China's promise of fiscal stimulus lifts the Hang Seng Index by well over 2% today, its best weekly gain since 2007. ECB rate cut expectations rise after comments from ECB member Isabel Schnabel. Swatch shares jump on speculation that the company may be taken private. The Swiss National Bank cuts its benchmark interest rate for the third time this year and hints at further rate cuts to come. Tim Gagie,

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16:08

Optimism window in China

Moving Markets ·

2024/09/26

China’s latest stimulus failed to ripple beyond Asian markets on Wednesday with US and European stocks broadly lower as investors pondered central banks’ path of rate cuts and digested housing-market data. Our Head of Research in Hong Kong, Richard Tang, shares his take on the latest policy measures in China and talks about why he thinks Chinese equity markets should continue to do well, while Norbert Ruecker, Head of Economics & Next Generation Research, discusses the implications for

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11:25

China’s stimulus lifts stocks worldwide

Moving Markets ·

2024/09/25

The biggest story in the markets remains China’s massive stimulus efforts, which have not only lifted Chinese equities but also had a spillover effect on European and US equities, particularly those that stand to benefit from a Chinese economic recovery. Despite some lacklustre economic indicators – including waning consumer confidence in the US, declining business sentiment in Germany and rising borrowing costs in France – investor optimism has been boosted by Beijing’s moves. In this

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12:07

Asian markets ride high on China stimulus measures

Moving Markets ·

2024/09/24

Chinese authorities this morning unleashed a package of monetary policy stimulus measures and property market support to help revive the country’s struggling economy, which continues to battle with deflationary pressures and is in danger of missing this year's growth target. Meanwhile, US equities built further on last week's gains yesterday, with the S&P 500 index reaching a fresh closing high after data showed that US business activity remained steady in September. Dario Messi, Head

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10:57

Rate cuts and rally hopes

Moving Markets ·

2024/09/23

Equity markets across the world have performed well, supported by a big rate cut in the US and the growing belief that the Federal Reserve can engineer a soft landing. This week, there is more central bank action expected as Australia, Sweden and Switzerland decide upon their policy rates. Our expert guest, Mensur Pocinci, Head of Technical Analysis, shares insights from the charts, revealing a promising outlook for a year-end rally.00:00 Introduction by Bernadette Anderko (Investment

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11:01

Markets riding the ‘Fed wave’

Moving Markets ·

2024/09/20

Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep their key rates steady. Joining us on today’s show is Tim Gagie, Head of FX & PM Solutions in Geneva, who offers insights on the implications of some of these central bank decisions for currency markets and identifies

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16:04

The Fed takes bold action: cutting rates from a...

Moving Markets ·

2024/09/19

In a surprise move, the Federal Reserve has cut its benchmark interest rate by 0.5%, kicking off its first easing cycle since the pandemic began. But unlike previous rate cuts, this decision is not a response to economic weakness – instead, it's a proactive bid to prevent future downturns. We break down what this means for markets, including stocks, bonds, gold and oil. Among the guests today are Norbert Rücker, Head of Economics & Next Generation Research, and Nicolas Jordan, CIO

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11:05

Another quiet session ahead of today's FOMC meeting

Moving Markets ·

2024/09/18

It was an up-and-down session for US equities yesterday. Markets reacted positively to stronger-than-expected US economic data before worrying about getting ahead of itself before today’s US central bank meeting. Dario Messi, Head of Fixed Income Research, talks about the unusually high uncertainty ahead of today’s FOMC decision and recommends focusing on the messaging.00:00 Introduction by Bernadette Anderko (Investment Writing)00:31 Markets wrap-up by Jan Bopp (Investment Writing)05:48

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14:14

S&P 500 Equal Weight and gold reach new all-time highs

Moving Markets ·

2024/09/17

The US Empire State manufacturing survey showed a jump in sentiment, a welcome sign amid weakness in the manufacturing sector. Ahead of the Federal Reserve's interest rate decision, markets are pricing in a 50 basis point cut, leading to a rotation out of tech stocks and the S&P 500 Equal Weighted Index hitting an all-time high. Microsoft announced a new USD 60 billion share buyback and a 10% dividend increase. Gold hit an all-time high yesterday. Hong Kong's Hang Seng rallied after a

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