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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

9:29

Special Episode: Investing in Swiss Assets

Moving Markets: Daily News ·

2023/12/29

As part of a special winter series featuring highlights from recent Julius Baer podcasts, today's show features a conversation about investing in Swiss assets between Helen Freer and Mathieu Racheter, Head of Equity Strategy, along with Dario Messi, a Fixed Income Strategist on Julius Baer’s Beyond Markets series. They talk about the strength of the labour market in Switzerland as well as the currency, the high-quality businesses, the safe-haven status of both the currency and the country,

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9:38

Special Episode: China’s Economy

Moving Markets: Daily News ·

2023/12/28

As part of a special winter series featuring highlights from recent Julius Baer podcasts, today's show features a recent conversation about the Chinese market between Hong Hao, Partner and Chief Economist at GROW Investment Group, and China Strategist Richard Tang (Head of Research Hong Kong). Together, they discuss China’s exports and property market. Our regular programme featuring daily market news returns on Thursday 4th January.00:00 Introduction by Helen Freer (Investment

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7:12

Special Episode: Looking at the biotechnology sector

Moving Markets: Daily News ·

2023/12/27

As part of a special winter series featuring highlights from recent Julius Baer podcasts, today's show features a recent conversation on biotechnology between healthcare analyst Fabian Wenner and equity specialist Yaw Shin Wong on the Julius Baer Beyond Markets podcast. Together they talk about the fundamentals of this segment of healthcare, mRNA technology and the number of acquisitions taking place.Our regular programme featuring daily market news returns on Thursday 4th January.00:00

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15:16

Will there be a Santa Claus rally?

Moving Markets: Daily News ·

2023/12/22

US equities recovered from Wednesday’s sell-off and are now on track for a Santa Claus rally, which refers to the last five trading days of the year. However, the positive mood could be spoilt by two things: the PCE deflator figures due later today, which will provide a fresh indication of where US inflation is heading, and concerns in China as the country cracks down on the mobile gaming industry. In commodities, Angola’s decision to leave OPEC has raised some questions about how effective

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17:13

Stock market rally stalls as traders take profits...

Moving Markets: Daily News ·

2023/12/21

Yields in Europe have come under significant pressure as inflation has collapsed across the board, with the German 10-year benchmark yield now back below 2%. Meanwhile, the relentless rally in equity markets over the past few weeks took a pause yesterday, with traders apparently taking some chips off the table ahead of the long weekend. Carsten Menke, Head of Next Generation Research, talks about our commodities outlook for 2024 and Nicolas Jordan, CIO Strategy & Investment Analysis,

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12:30

Equity rally continues on growing hopes of a soft...

Moving Markets: Daily News ·

2023/12/20

US equities continued to rally yesterday on encouraging economic data prints and Fed officials’ comments, furthering strengthening the narrative for a soft-landing in the US economy. In the UK, core and headline inflation data came in lower than estimated, with the pound sterling falling on the news. And as fixed income markets reflect a growing consensus that central banks have reached the peak of their rate-hiking cycles, Dario Messi, Fixed Income Strategy, shares his latest insights into

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17:26

Fed pushback defied by Wall Street

Moving Markets: Daily News ·

2023/12/19

Central bank officials continue to push back on aggressive rate cut expectations. While US equity markets are still powering ahead, Europe is looking for direction. Our Chief Economist, David Kohl, talks about the latest central bank decisions and what it means for markets in 2024. And Tim Gagie, Head of FX & PM Solutions Geneva, has a special Christmas gift for us.00:00 Introduction by Helen Freer (Investment Writing)00:34 Markets wrap-up by Jan Bopp (Investment Writing)07:19 Latest

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9:46

A positive end to one week, a jittery start to the next

Moving Markets: Daily News ·

2023/12/18

European and US equities closed last week higher and a few new record highs were reached following a series of central bank decisions to leave rates unchanged. A few Fed speakers then stepped in to curb traders’ enthusiasm over likely rate cuts, causing Asian equites (Korea aside) to stall this morning. US futures however point to a steady day ahead. Mensur Pocinci, Head of Technical Analysis, explains why he believes that the rally still has legs, and he adds the technical reasons to

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13:39

European central banks have yet to join the party –...

Moving Markets: Daily News ·

2023/12/15

After starting the trading day on a strong footing, European markets petered out during the day but still ended in positive territory. European central banks refrain from declaring victory over inflation and stick to their tight monetary policy. Tim Gagie, Head of FX & PM Solutions Geneva, shares his thoughts on what this means for currencies and metals.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up by Roman Canziani (Head of Investment Writing)07:00

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11:52

Equities rally on bullish Fed pivot

Moving Markets: Daily News ·

2023/12/14

After the US Federal Reserve yesterday left interest rates unchanged as expected and signalled interest-rate cuts next year, global stocks gained for a sixth straight session and US Treasury yields plummeted. Today it’s the turn of the European Central Bank, the Bank of England and the Swiss National Bank to announce their latest rate decisions, with expectations for a hold in rates across the board. Norbert Rücker, Head of Economics & Next Generation Research, shares with us his key

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12:44

Stocks continue to rally ahead of today's Fed rate...

Moving Markets: Daily News ·

2023/12/13

Although US consumer price inflation figures came in slightly higher than expected, equities continued their Santa Claus rally, with the S&P500 Index now trading at highs not seen since January 2022. Dario Messi, Fixed Income Research, talks about this week's key central bank meetings and his expectations for their interest rate decisions.00:00 Introduction by Bernadette Anderko (Investment Writing)00:21 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:26 Bond market

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11:27

Investors wait patiently for US inflation numbers

Moving Markets: Daily News ·

2023/12/12

Trading has started this week on a subdued note as investors await the US Consumer Price Index figures later today, which will test the market’s optimism for interest rate cuts in 2024. Meanwhile, in Asia, China’s Central Economic Work Conference is expected to conclude today and could shed light on how the country plans to support economic growth. In commodities, copper is making headlines as the metal’s supply could tighten due to political and social opposition, and the difficulty of

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11:20

The DAX hits an all-time high and it’s a big week for...

Moving Markets: Daily News ·

2023/12/11

The world's major central banks meet this week. Apart from Brazil, no rate changes are expected. The focus will therefore be on their forward-looking communication. Germany's DAX index hit a new all-time high on Friday, while better-than-expected US non-farm payroll figures boosted the S&P 500 index. In Asia, China's consumer prices fell by the most in three years in November and the JPY remains in focus after a dramatic spike on Friday. Bitcoin is giving back some of its gains this

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12:56

The Japanese yen, India’s equities and AI captivate...

Moving Markets: Daily News ·

2023/12/08

On a day when we await non-farm payrolls data, ahead of a central bank heavy week, one might have expected muted markets. Instead, the three main US indices broke their three-day losing streak as artificial intelligence (AI) announcements drove equities higher. And India’s election results, combined with their central bank’s decision to keep rates unchanged, boosted their stock markets to record highs. The yen surged more than 1% and Tim Gagie, Head of FX & PM Solutions Geneva, talks us

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10:42

US awaits more labour market data

Moving Markets: Daily News ·

2023/12/07

A string of labour-focused data releases in the US has the potential to move markets at the end of this week. Meanwhile in Europe, traders are increasing their bets on monetary policy easing from the European Central Bank and are now pricing in six quarter-point rate cuts in 2024. In Asia, Chinese imports and the auction of a 30-year Japanese government bond both disappointed. In commodities, oil stabilised after several days of declines and US gasoline prices hit their lowest level since 3

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11:27

ECB speech sparks stock rally in Germany - and bond...

Moving Markets: Daily News ·

2023/12/06

Germany's Dax index, arguably the most cyclical market in Europe, closed at a record high after Isabel Schnabel, a prominent official at the European Central Bank, said the slowdown in inflation was ‘remarkable’. Dario Messi, Fixed Income Research, says that the bond rally may have gone a little too far for now, but there is still plenty of value to be found.00:00 Introduction by Bernadette Anderko (Investment Writing)00:21 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:14

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10:19

US markets falter on disappointing factory orders data

Moving Markets: Daily News ·

2023/12/05

US stock markets slipped yesterday after US factory orders fell by more than expected in October adding to signs that the US economy looks set to slow in the fourth quarter. The latest core inflation data out of Tokyo slowed from the previous month in an encouraging sign that cost pressure in Japan is easing. Manuel Villegas, Next Generation Research, talks about the latest Bitcoin rally and whether it looks sustainable.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets

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9:59

US Treasury yields drop like a stone

Moving Markets: Daily News ·

2023/12/04

US equities rallied and bond yields fell sharply on Friday after comments from Fed Chairman Jerome Powell raised market bets that interest rates will be cut next year sooner than markets had previously discounted. Gold rose to an all-time high in Asian trading today, at one point reaching USD 2,135 an ounce. Bitcoin rose above USD 41,500 on the prospect of lower interest rates and the approval of a spot Bitcoin ETF. Roche buys Carmot Therapeutics to enter the obesity treatment market. And

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13:35

Best monthly return for the 60/40 portfolio since 1991

Moving Markets: Daily News ·

2023/12/01

Equities and bonds rallied in November on the back of softer inflation data and inflation expectations. This was confirmed by yesterday's data releases from the US and the eurozone, with the latter reporting year-on-year inflation of just 2.4% in November, close to the ECB's 2.0% target. Oil moved lower on an uninspiring OPEC+ decision to cut output and a report showing record US production in September 2023. Chinese equities are off their lows on rumours that state-owned companies have

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15:08

Equities soar as bond yields plunge

Moving Markets: Daily News ·

2023/11/30

Global stocks are on course for their best month in three years, as bond yields continue to tumble on speculation that the US Federal Reserve is done tightening and will start cutting rates next year. This has led to the US dollar falling further against its peers, with the greenback set for its worst month in a year. Norbert Rücker, Head of Economics & Next Generation Research, talks to us about the outlook for the oil market and why he thinks the European energy crisis is behind us

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