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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

10:24

China optimism fades on weak data print

Moving Markets ·

2023/09/05

As sluggish demand continues to plague the Chinese economy, investor sentiment takes a renewed hit on more disappointing data out of China. Today’s Caixin PMI data shows that China's services activity in August expanded at the slowest pace in eight months, with stimulus efforts so far unable to kickstart consumption. Manuel Villegas, Next Generation Research, provides us with an update on the latest from the world of digital assets.00:00 Introduction by Helen Freer (Investment Writing)00:28

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10:18

Economic stimulus from China boosts equities

Moving Markets ·

2023/09/04

After US labour market data drove up stock prices on Friday, today it is China and its government's measures intended to prop up its ailing economy that are driving market sentiment. In commodities, oil prices are trading at levels last seen in November on fears over supply cuts by the OPEC+ group and strong economic data from China and the US pointing to strong demand for oil. Bitcoin, meanwhile, is struggling after the US SEC said it was delaying decisions on Bitcoin ETFs for another 45

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11:28

Fed’s eyes on today’s US employment report

Moving Markets ·

2023/09/01

The US employment report will take centre stage today and it could well impact the US Federal Reserve’s future interest rate decisions. In China, authorities are continuing with their strategy of announcing not one big-bang stimulus measure, but rather many small measures, to help the economy. And the US Securities and Exchange Commission has again delayed the approval of spot Bitcoin ETFs – this would be a big deal for the industry as it would allow investors to own Bitcoin like any other

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16:40

More data moves markets

Moving Markets ·

2023/08/31

Lower-than-expected Q2 US GDP data yesterday added to investors’ hopes that the Fed might take a breather in its hiking cycle. Stock markets might have rallied in response but they are still set to end August lower. China’s official manufacturing purchasing managers’ index data came out below the magic 50 mark, indicating the economy is still contracting, but some Chinese building and AI companies were given a boost by positive sector news. Meanwhile, UBS announced record-breaking Q2

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11:23

A welcome cooling in the US labour market

Moving Markets ·

2023/08/30

The cooling of the US labour market suggests that the US Federal Reserve may pause its rate hike cycle in September. This sent equity prices soaring yesterday, while government bond yields fell substantially. In China's latest state-led measures, the country's largest banks are preparing to cut interest rates on existing mortgages and deposits. Bitcoin is also back in the headlines as a new ruling by a federal court in the US has given the green light for the launch of a Bitcoin ETF. In

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15:58

Markets upbeat ahead of economic data releases

Moving Markets ·

2023/08/29

Global equities advance as investors continue to ponder central bankers’ comments at the Jackson Hole economic symposium last week and ahead of a series of key data releases later this week. Shop price inflation in the UK fell sharply to 6.9% in August reflecting hopes that this slowing in the pace of rising prices is a sign that UK households may soon be over the worst of the sharp squeeze on living standards. And David Kohl, Chief Economist, talks about the resilience of the US economy

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11:35

Stock markets rally on careful central bankers and...

Moving Markets ·

2023/08/28

After central bankers delivered no surprises to markets at Jackson Hole, equities are rallying this morning led by Chinese on-shore stocks, which are rising on the back of the new measures announced to lure investors back into the ailing stock market. Markus Wachter, from Technical Analysis, explains why he believes that the uptrend for stocks remains intact.00:00 Introduction by Helen Freer (Investment Writing)00:23 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:03

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11:45

Everyone’s waiting for Jerome Powell

Moving Markets ·

2023/08/25

US stock markets stumbled yesterday as strong results from blockbuster Nvidia failed to boost the broader stock market and as investors seemed nervous ahead of today’s speech by Federal Reserve Chairman Jerome Powell. The negative sentiment spread to the Asia-Pacific region overnight. In other news, the BRICS group announced plans to increase its number of members, which could well lead to some complicated geopolitics going forwards. Tim Gagie, Head of FX & PM Solutions Geneva, also

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12:57

AI optimism drives stock markets higher

Moving Markets ·

2023/08/24

Nvidia delivered sterling results yesterday, topping analysts’ expectations for earnings per share, revenue and the forecast for quarterly sales. Stock markets globally rallied with tech and AI stocks benefitting disproportionately. US treasuries stabilised in Asian trading, having recovered some ground in the US session on Wednesday following softer-than-expected PMI data. Norbert Ruecker, Head of Macro and Next Generation Research, provides insights into the current ups and downs of

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20:54

US stocks hampered by rising bond market yields

Moving Markets ·

2023/08/23

US equities fell further yesterday, weighed by concerns over rising Treasury yields ahead of a key speech later this week from Fed Chairman Jerome Powell. Dario Messi, Fixed Income Research, shares with us his recommendations on how to tackle the current environment in bond markets. And in a special contribution from Richard Tang, Head of Research Hong Kong, we talk about the latest developments in China.00:00 Introduction by Bernadette Anderko (Investment Writing)00:33 Markets wrap-up by

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9:27

Tech stocks rally despite rise in bond yields

Moving Markets ·

2023/08/22

The sell-off in US bond markets resumed yesterday, pushing yields on typical Treasuries and Treasury Inflation Protected Securities (TIPS) up to levels not seen in years. Meanwhile, tech stocks rallied on optimistic earnings reports, which is particularly interesting as they have historically struggled in a high interest rate environment. In Asia, Japanese yields also surged, fuelling speculation that the Bank of Japan could launch an unscheduled bond-buying operation. Manuel Villegas from

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11:03

Rate cuts in China fail to improve sentiment

Moving Markets ·

2023/08/21

Banks in China have cut their short-term lending rates, but markets are disappointed having expected more. Meanwhile, fixed income investors are looking for clues on monetary policy at this week's Jackson Hole conference. Mensur Pocinci, Head of Technical Analysis, sees the market rout in August as a consolidation only.00:00 Introduction by Helen Freer (Investment Writing)00:30 Markets wrap-up by Roman Canziani (Head of Investment Writing)05:45 Technical Analysis update by Mensur Pocinci

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12:44

US bond yields rose to their highest since 2007

Moving Markets ·

2023/08/18

Higher bond yields in developed markets are spooking equity markets, but some on the bond side see the higher yields as too attractive to miss out on. Services prices in Japan rose at the fastest annual rate since 1993. China is pushing hard against a weaker yuan. Bitcoin drops like a stone on a report that Elon Musk's SpaceX company has sold the digital asset. A big options expiration day could explain some sharp moves in the US today. Tim Gagie, Head of FX & PM Solutions Geneva, also

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16:57

Encouraging signs from the US do little to pacify...

Moving Markets ·

2023/08/17

Strong economic data out of the US highlighting the country’s resilience contrasts with an increasingly worrying picture in China and economic woes in Europe. Carsten Menke, Head of Next Generation Research, provides an update on industrial metals in the context of developments in China. And Ronny Kaufmann, CIO Strategy & Investment Analysis, shares with us the latest decisions from Julius Baer’s Investment Committee.00:00 Introduction by Helen Freer (Investment Writing)00:33 Markets

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11:32

China and interest rates weigh on sentiment

Moving Markets ·

2023/08/16

Equity markets are pricing in a new reality in which US interest rates will stay higher for longer and China will no longer be a growth engine for the global economy. This has implications for investors, as Dario Messi of Fixed Income Research explains: "The momentum for higher yields in the US has increased”.00:14 Introduction by Jonti Warris (Investment Writing)00:38 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:19 Fixed income markets by Dario Messi (Fixed Income

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17:08

China cuts, the Fed is done, and the Bank of England...

Moving Markets ·

2023/08/15

China's central bank has unexpectedly cut a key interest rate due to weakness in its economy and it being on the brink of deflation, while Japan's economy accelerated in the second quarter on a surge in exports. In the US, artificial intelligence stocks led a market rally in technology stocks, while small caps traded at their lowest level in a month. Argentina was forced to devalue its currency by 18% and hiked its key interest rate by 21% after an election upset, while the Bank of Russia

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9:19

Asia-Pacific markets lower on fresh concerns over...

Moving Markets ·

2023/08/14

Asia Pacific markets are trading lower this morning after reported liquidity concerns at one of China's largest private wealth managers. A team at Goldman Sachs are expecting interest rate cuts by the Federal Reserve by the end of June next year. Markus Wachter from the Technical Analysis Research team provides a technical insight on oil, precious metals and US and European stocks.00:14 Introduction by Helen Freer (Investment Writing)00:43 Markets wrap-up by Alexander Petersen (Investment

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12:39

Market rally proves short-lived after Fed warning

Moving Markets ·

2023/08/11

The rally across markets faded into the end of trading as Fed officials warned that the battle against inflation is not yet won, despite a benign US inflation report for July. Tim Gagie, Head of FX&PM Solutions Geneva, shares his thoughts on what the latest inflation data means for currencies and metals.00:14 Introduction by Helen Freer (Investment Writing)00:40 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:27 FX update by Tim Gagie (Head of FX & PM Solutions

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13:13

US inflation and US investment restrictions in China...

Moving Markets ·

2023/08/10

A down day for US equities yesterday may not be so telling ahead of today’s all-important US inflation data release. The Italian government qualified the extent of its windfall tax on excess profits of banks; a US 10-year Treasury auction was well received; the US announces new restrictions on investments in key sectors in China; China is allowing group travel to key countries again; and oil, natural gas, and rice prices are all on the rise – so plenty to talk about on a peak summer day

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12:29

China CPI and PPI figures prompt fears of deflation

Moving Markets ·

2023/08/09

Investor sentiment in Asia-Pacific takes a hit after China’s CPI and PPI data for July fell in tandem for the first time since November 2020, indicating deflation pressure amid weakening demand. And in a bid to restore calm to its financial system, Italy caps its new tax on banks' windfall profits at 0.1% of the firms’ assets. Dario Messi, Fixed Income Research, provides his thoughts on fixed income markets and shares his expectations ahead of tomorrow’s US CPI print.00:14 Introduction by

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