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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

12:49

Market rotation is the theme of the week

Moving Markets ·

2024/07/19

The move away from large cap technology companies towards small cap and more cyclical names remains the big theme in the markets and led to a broad sell-off in US equities yesterday. Meanwhile in Europe, the European Central Bank decided to leave its main refinancing rate unchanged at 4.25% at its meeting yesterday. Across Asia, equities have largely struggled today, with the Hang Seng Index leading regional declines. Tim Gagie, Head of FX & PM Solutions in Geneva, joins the show today

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16:05

Market darlings take a beating as political markets...

Moving Markets ·

2024/07/18

Stocks, especially those in the IT and communication services sectors, came under heavy pressure yesterday as investors were forced to price in new political developments – political markets are back in focus. Nicolas Jordan from the CIO office talks about how our investment strategy is dealing with the new situation, and Norbert Rücker, Head of Economics and Next Generation Research, remains cautious on oil.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by

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16:31

The rotation in equities continues and gold reaches...

Moving Markets ·

2024/07/17

Rotation is the key word in financial markets at the moment, as leadership of the US market has shifted very quickly from the Magnificent 7 to the broader market. Mathieu Racheter, Head of Equity Strategy Research, talks about how investors should position themselves in this environment and sheds some light on the ongoing earnings season. And we have Dario Messi, Head of Fixed Income Research, on the show. He talks about the recent move lower in bond yields as well as expectations for

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11:13

US stocks cheer Mr Trump as Europe gets China blues

Moving Markets ·

2024/07/16

US stock markets are broadly higher as the odds increase that former President Donald Trump will return to the Oval Office in 2025. Meanwhile, European equities are suffering from a string of underwhelming economic data out of China. And Bitcoin is on the rise after Germany sold all of its confiscated tokens last week. Manuel Villegas from Next Generation Research talks about this and also links the performance of the largest digital asset to the US elections.00:00 Introduction by Helen

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12:05

Markets digest data, earnings and an assassination...

Moving Markets ·

2024/07/15

European and US markets closed the week higher with some stock rotation in evidence after Thursday’s US CPI data fuelled optimism of a first Fed rate cut in September. The big banks started to announce Q2 earnings, and more than 40 S&P 500 companies are due to report second-quarter earnings this week. Then came the shock attempt on Donald Trump’s life at a rally in Pennsylvania. He escaped serious injuryand as he plans the next stages of his presidential campaign, pollsters currently

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11:40

Sticky inflation becoming unstuck

Moving Markets ·

2024/07/12

Bond markets rallied as signs of US disinflation reinforced bets the Fed will cut rates in September. This led to heavy profit-taking in the big tech space and a strong rotation into previously unloved stocks, which pulled the S&P 500 lower, while small caps jumped higher. And Tim Gagie, Head of FX & PM Solutions Geneva, also joins the show. He talks about the strength in gold, the weak US dollar and what’s behind the recent rise of the yen.00:00 Introduction by Helen Freer

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12:05

Markets buoyant ahead of CPI data

Moving Markets ·

2024/07/11

Big tech and chip companies were the main drivers of stock markets yesterday ahead of the all-important US June CPI data due out today. Even the CAC 40 closed the day in positive territory, despite France’s uncertain political future. Fed Chair Jerome Powell told Congress that the risks to the economy are more balanced between inflation and recession, and that the Fed does not need inflation to fall below 2% before cutting rates. Norbert Rücker, Head of Economics & Next Generation

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17:12

Renewed Fed rate cut hopes fuel US equity market gains

Moving Markets ·

2024/07/10

US stocks inched higher yesterday with the S&P 500 and Nasdaq indices reaching new record highs following Fed Chair Powell’s encouraging remarks that the US is no longer an overheated economy. Dario Messi, Head of Fixed Income Research, provides an update on the bond market ahead of the ECB’s monetary policy meeting next week. And Mathieu Racheter, Head of Equity Strategy gives a preview of what to expect from the Q2 earnings season.00:00 Introduction by Bernadette Anderko (Investment

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11:06

US and Japanese markets reach new peaks

Moving Markets ·

2024/07/09

While European markets remain preoccupied with the prospect of a prolonged period of political uncertainty in France, investors in the US are shifting their focus to the upcoming earnings season, with the S&P 500 hitting a new all-time high. In Japan, the Nikkei 225 has also hit a new record high as the country sees a significant increase in machine tool orders. Meanwhile, the Chinese market is struggling with uncertainty after the People’s Bank of China announced new liquidity

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15:42

No clear path after the French elections

Moving Markets ·

2024/07/08

The bond market is starting to think about what another Trump presidency could mean for yields. Despite slowing inflation and weak growth figures in the US and Europe, equities are thriving – the S&P 500 and Japan's Topix have just hit new all-time highs. On Friday, US Treasury yields fell and gold rose after a downward revision to US employment data. The Q2 earnings season kicks off later this week, with analysts expecting a 9% year-on-year rise in EPS, the strongest since Q1 2022

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16:22

French equities outperform ahead of weekend elections

Moving Markets ·

2024/07/05

With the US celebrating Independence Day yesterday, investors turned their attention to Europe where French equities continue to outperform ahead of the second round of the country's parliamentary elections. Meanwhile, UK voters have handed power to the Labour Party. Dave Meier, Macro & Next Generation Research, puts the election result into context and Tim Gagie, Head of FX & PM Solutions Geneva, talks about currencies and metals and prepares you for the weekend with his now

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15:10

Markets shrug off weakness in US economy

Moving Markets ·

2024/07/04

A string of weaker macroeconomic data out of the US yesterday was unable to shake investor sentiment, with the S&P 500 and Nasdaq Composite indices touching fresh all-time highs, propelled by a rally in mega-cap tech stocks. Nicolas Jordan, CIO Strategy & Investment Analysis, provides an update from our CIO office. Dr Damien Ng, Next Generation Research, joins us to talk about longevity and explains why we should be paying attention to extending our healthspan.00:00 Introduction by

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11:27

Powell’s dovish comments push US equities to another...

Moving Markets ·

2024/07/03

Markets reacted positively to Fed Chair Powell's upbeat comments on disinflation, sending US equities to another record high and bond yields lower. European equities struggled however, amid prevailing political concerns, despite inflationary pressures easing in June. Dario Messi, Head of Fixed Income Research, discusses what political risks in Europe mean for bond investors and why he believes there is value in peripheral European bonds.00:00 Introduction by Bernadette Anderko (Investment

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12:16

Crypto is in the Trump camp

Moving Markets ·

2024/07/02

Germany's Ifo Institute predicts that inflation could fall to 2% by August. European equities rose after the first round of parliamentary elections in France suggested that no party would win an outright majority in the second round. The Nasdaq hit an all-time high, but stocks were held back by a jump in Treasury yields. In Asia, Japan's Nikkei 225 is back above 40,000. Manuel Villegas from Next Generation Research notes that crypto has become politicised in the US, with recent gains coming

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11:12

Stock markets celebrate the first half of the year

Moving Markets ·

2024/07/01

Most of the key US and European indices closed the first half of the year in positive territory, with the Nasdaq Composite turning in 18.1% in H1. In Asia, the Taiwan Weighted Index made a 28% gain. Mensur Pocinci, Head of Technical Analysis, points out what he thinks investors should take away from the first half of the year. Europe’s focus is now firmly on the second round of the French elections – these will take place on Sunday and all parties other than the National Rally will be out

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11:53

Politics and inflation remain in focus

Moving Markets ·

2024/06/28

A batch of underwhelming data out of the US keeps rate cut expectations for the Fed alive. While that helped US yields to trade lower in yesterday’s session, European yields remained steady for the most part ahead of this Sunday’s first round of parliamentary elections in France. The political uncertainty continued to weigh on equities in Europe, while their US counterparts ended the day higher, with the Magnificent 7 cohort closing at a new record. Tim Gagie, Head of FX & PM Solutions

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12:18

Asian tech stocks hit by US chipmaker woes

Moving Markets ·

2024/06/27

Major US stock indices eked out only minor gains yesterday as investors remained cautious ahead of the Fed’s preferred measure of inflation (PCE), due tomorrow. Shares in chipmaker Micron Technology slumped in afterhours trading yesterday, with reverberations being felt across Asia-Pacific markets today. Norbert Rücker, Head of Economics & Next Generation Research, shares his thoughts on the drivers behind the recent rebound in oil prices.00:00 Introduction by Helen Freer (Investment

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11:25

US Treasury auctions calm nervous investors

Moving Markets ·

2024/06/26

While it was only a few consumer services and information technology stocks that drove the gains in the US equity markets yesterday, the good news came from a successful auction of 2-year Treasury notes by the US Treasury Department. Dario Messi of Fixed Income Research explains why the results of these US Treasury auctions have become so important for investors.00:00 Introduction by Bernadette Anderko (Investment Writing)00:21 Markets wrap-up by Roman Canziani (Head of Investment

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15:39

Tune in to the Market Outlook Mid-year 2024 webcast

Moving Markets ·

2024/06/25

European equity markets rose on reports that China and the European Union will sit down to discuss the EU's plan to impose additional tariffs on electric vehicle imports, despite uncertainty over the French election. 70% of the S&P 500 constituents were higher, but the index was lower on weakness in Nvidia. Shein is in the news for a possible IPO. Asian stocks are higher, but mainland China is lower. Hannah Wise, Head of Investment Communications, previews this week's Market Outlook

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12:16

America innovates, Europe regulates - Tech companies...

Moving Markets ·

2024/06/24

After markets were rattled by weaker-than-expected economic data last Friday, investors are facing rising political risks this week, with the first US presidential debate between Joe Biden and Donald Trump scheduled for Thursday and the French election on Sunday. Recent leading indicators point to a slowdown in economic momentum in Europe, weighing on equities, while US technology companies are having a tough time with European regulators. Mensur Pocinci, Head of Technical Analysis,

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979 results

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