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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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12:21

US stocks hold on to gains as investors await new...

Moving Markets: Daily News ·

2023/11/07

US stocks managed to hold on to last week’s gains in yesterday's trading as strategists await the testimony from a number of Federal Reserve officials later this week. Investors are eager to hear their views on whether inflation is finally under control. And did you know that some see Bitcoin as a 'store of value'? Next Generation Research's Manuel Villegas explains.00:00 Introduction by Helen Freer (Investment Writing)00:21 Markets wrap-up by Bernadette Anderko (Investment Writing)06:00

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12:07

With the Fed likely done with rate hikes, the...

Moving Markets: Daily News ·

2023/11/06

Friday's US non-farm payrolls report, which showed signs of a cooling US labour market, triggered a rally in equities and a fall in bond yields. Mensur Pocinci, Head of Technical Analysis, says that this rally is likely to have legs into year-end, not only in the US but also in Europe and especially Japan.00:00 Introduction by Bernadette Anderko (Investment Writing)00:21 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:32 Technical Analysis outlook by Mensur Pocinci (Head of

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13:54

Positive reaction to upside earnings surprises

Moving Markets: Daily News ·

2023/11/03

US equities are on course for their best week of the year. Apple disappointed with its earnings release after the US close. Companies that surprised to the upside have seen their share prices rise sharply since the end of the week. The Bank of England stayed on the sidelines but remains in inflation-fighting mode. Overall, global equities could be on the cusp of a year-end rally. Tim Gagie, FX/PM PB Sales Geneva, notes that there has been a shift away from the US dollar this week.00:00

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13:26

Central banks in the spotlight

Moving Markets: Daily News ·

2023/11/02

US equities and Treasuries were stronger after the Fed decided to leave its key interest rate unchanged and Jerome Powell hinted that the hiking cycle might be over. Today the Bank of England is expected to keep its interest rate unchanged, remaining at its highest level since 2008. Norbert Rücker, Head of Macro & Next Generation Research, gives his views on the latest developments in the energy sector, and Nicolas Jordan from the CIO office provides an update from the latest Investment

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13:12

Investor sentiment diverges ahead of Fed decision

Moving Markets: Daily News ·

2023/11/01

As inflation continues to retreat in the eurozone, consumer confidence in the US falls on worries around business conditions and the cost of living. And in Asia, disappointing PMI data is hampering the prospects of recovery for the region's exporters, while the Japanese Ministry of Finance declared it is on standby ready to intervene in currency markets to aid the ailing yen. Dario Messi, Fixed Income Strategy, shares his thoughts ahead of today’s Fed rate decision.00:00 Introduction by

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19:22

US earnings recovery, European earnings recession

Moving Markets: Daily News ·

2023/10/31

With no major geographical escalation over the weekend, US equities rose on Monday, helped by companies such as McDonald's which surprised on the upside with earnings. In Germany, inflation is at its lowest since 2021, but on the flip side, it is the only developed market economy in recession this year. China's economy remains fragile and the JPY is weaker as the Bank of Japan's monetary policy remains below market expectations. Mathieu Racheter, Head of Equity Strategy, notes that while

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15:06

The night is darkest before the dawn - it's...

Moving Markets: Daily News ·

2023/10/30

The US yield curve appears stuck and the S&P 500 index is down more than 10% from its highs earlier this year. This week's Federal Reserve decision on interest rates, news of the US Treasury’s borrowing plans, employment data and earnings are all likely to determine the market's direction into the year end. Mensur Pocinci, Head of Technical Analysis, says that lows in sentiment often coincide with the lows in markets. And Luca Menozzi, Next Generation, talks about future mobility, a

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15:28

Markets soothed by US GDP growth and tech earnings’ beat

Moving Markets: Daily News ·

2023/10/27

Asian equity markets were stronger this morning and US futures are higher following better than expected US GDP growth and strong earnings from two tech heavyweights. Markus Allenspach, Head of Fixed Income Research, gives his views on the ECB's decision to leave interest rates unchanged, and Bence Boldvai of FX & PM Advisory provides insight into currency and commodity movers this week.00:00 Introduction by Bernadette Anderko (Investment Writing)00:27 Markets wrap-up by Alexander

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18:29

Markets dragged lower by lacklustre company earnings

Moving Markets: Daily News ·

2023/10/26

While US new homes sales rose strongly, highlighting the remarkable resilience of the US economy, it’s the Q3 earnings season that continues to dominate investor sentiment this week. Carsten Menke, Head of Next Generation Research, talks about China's latest stimulus measures and what these mean for industrial metal prices. And Ronny Kaufmann, CIO Strategy & Investment Analysis, provides an update on Julius Baer's CIO secular outlook, an essential part of Julius Baer's investment

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11:03

Earnings dominate headlines

Moving Markets: Daily News ·

2023/10/25

US equities snapped a five-day losing streak yesterday, supported by slightly lower Treasury yields and solid earnings. In Europe, all eyes are on the European Central Bank's interest rate decision tomorrow, while in Asia, both China and Japan are planning to increase government support to help their ailing economies. Dario Messi, Fixed Income Research Analyst, joins today’s episode to outline our expectations for tomorrow’s ECB meeting and what it means for our fixed income strategy.00:00

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11:21

Lower yields, mergers and a crypto rally drive markets

Moving Markets: Daily News ·

2023/10/24

Lower yields after 'things have gone too far', two mega-mergers and the earnings season in full swing this week have driven markets in recent hours. And bitcoin is back in the news after surpassing USD 35,000 overnight. Find out why Manuel Villegas, crypto analyst in our Next Generation team, thinks the crypto winter may be over.00:00 Introduction by Bernadette Anderko (Investment Writing)00:25 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:31 Digital Assets update by

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11:47

S&P 500 – all eyes on 4200 points

Moving Markets: Daily News ·

2023/10/23

In last week’s risk-off environment, the Swiss franc and gold have been the safe haven of choice for investors, while government bonds – another traditional safe haven – are showing weakness amid inflation and interest rate uncertainty. In other news, China's onshore equities are at their lowest since 2019 and Argentina faces another turbulent period ahead of the presidential run-off election on 19 November. Mensur Pocinci, Head of Technical Analysis, notes that a year-end rally could

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11:52

Joe Biden requests more funding to support war efforts

Moving Markets: Daily News ·

2023/10/20

President Joe Biden appealed directly to the American people to support funding for Israel and Ukraine's war efforts. Federal Reserve Chairman Jerome Powell indicated that the US central bank is inclined to keep interest rates on hold at its next meeting. Data from EPFR Global and Morgan Stanley showed that US and European fund managers have sold a net USD 1.6 billion of Chinese equities so far this month. As people are living longer but there is also an increase in the prevalence of

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12:03

Geopolitics dominates market moves

Moving Markets: Daily News ·

2023/10/19

Mounting tensions in the Middle East and fears over elevated bond yields have sent markets into risk-aversion mode, as investors also try to decipher clues from the Fed around rates staying higher for longer. Yesterday, stocks came under pressure and oil gained as Iran stepped up its rhetoric against Israel. As investors flee to safe havens amid escalating geopolitics, Tim Gagie, Head of FX & PM Solutions in Geneva, shares his thoughts on the main beneficiaries in currencies and

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13:10

US Treasury yields spike on robust data and waning...

Moving Markets: Daily News ·

2023/10/18

A robust set of economic data from the US was enough to push yields sharply higher in recent hours, while safe-haven flows ebbed despite a further escalation in the Israel-Hamas conflict. Financial markets are torn between geopolitical developments and a great start to the US earnings season. Dario Messi, Fixed Income Research, notes that central bank guidance on monetary policy has increased again.00:00 Introduction by Mike Rauber (Investment Writing)00:44 Markets wrap-up by Roman Canziani

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11:35

Risk-on Monday

Moving Markets: Daily News ·

2023/10/17

The view that the conflict in the Middle East may remain geographically limited with little impact on markets was the leading narrative yesterday. US equities and, today, Asian equities rose on the resulting risk-on sentiment. A strong start to the US earnings season also helped to improve investor sentiment after a rocky weekend. Manuel Villegas, Next Generation Research, talks about how the macro headwinds for bitcoin are fading as the approval of a spot bitcoin ETF looks increasingly

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10:12

Geopolitics remain in focus as earnings season...

Moving Markets: Daily News ·

2023/10/16

As the US and its allies stepped up efforts to prevent further escalation in the Israel-Hamas conflict, safe-havens lost some ground and helped equity futures move higher. Meanwhile, the earnings season kicked off last week with some impressive results and is set to gather pace this week. In Asia, Chinese equities failed to benefit from the central bank’s liquidity injection and are suffering from renewed tensions with the US. Mensur Pocinci, Head of Technical Analysis, joins today’s

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11:19

US CPI leaves traders wondering about the Fed's...

Moving Markets: Daily News ·

2023/10/13

Although the latest US CPI figures were only slightly higher than expected, they were a welcome trigger for traders to take some profits after a few strong days. However, expectations for the first interest rate cuts in the US have been pushed back, reaffirming the market's current 'higher for longer' mantra. Tim Gagie, Head of FX & PM Solutions in Geneva, sums up an intense week for currency and metals traders.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up

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14:46

Stock markets broadly higher ahead of key US...

Moving Markets: Daily News ·

2023/10/12

Equity markets are clearly anticipating a CPI report today that will show inflation slowing in the US, as most of the main global indices closed their sessions higher yesterday. China’s stock market was boosted by an announcement from Central Huijin Investment Ltd that they are increasing (and will continue to increase) their stake in four Chinese banks. Norbert Rücker, Head of Macro & Next Generation Research, puts the oil market in perspective in light of the ongoing geopolitical

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11:32

Drop in Treasury yields helps stock markets

Moving Markets: Daily News ·

2023/10/11

US Treasury yields posted their biggest one-day drop all year on expectations that the US Federal Reserve has finished raising interest rates, and as safe-haven demand for Treasuries increased. The fall in yields also helped equity markets. In Asia, potential new stimulus measures from China are improving investor sentiment and supporting markets. Oil, meanwhile, remains in the spotlight amid the Israel-Hamas conflict. Dario Messi from Fixed Income Research joins the show today to shed more

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