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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

8:55

Asia-Pacific markets mixed after worse-than-expected...

Moving Markets ·

2023/08/08

Asia Pacific markets are mixed this morning after China reported trade data that showed a worse-than-expected decline in imports and exports. US markets closed higher on Monday, despite Moody's Investors Service downgrading ten small and mid-sized US banks. The Italian government approved a surprise tax on the ‘extra profits’ of banks this year, which could bring in over EUR 2 billion to the state. Manuel Villegas from Next Generation Research provides an update on digital assets.00:14

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11:33

Earnings season draws to a close - inflation data to...

Moving Markets ·

2023/08/07

Equities had one of their worst weeks in months, but most market participants believe this was due to profit taking rather than a significant change in the investment environment. The US employment report triggered a rally in US Treasuries - the entire yield curve has shifted significantly lower. Markus Wachter from Technical Analysis shares his thoughts on the direction of both equities and yields in the coming months.00:14 Introduction by Helen Freer (Investment Writing)00:38 Markets

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15:07

The Bank of England hikes too

Moving Markets ·

2023/08/04

The Bank of England is the latest major central bank to raise interest rates in the face of high inflation figures. Elsewhere, earnings reports are pushing equities in one direction or the other, but US non-farm payrolls are the main focus for investors today. In Asia, China has pledged further support for the private sector and capital markets, while Hong Kong opens its doors to crypto. Also joining today’s show is Tim Gagie, Head of FX & PM Solutions Geneva, who shares his thoughts on

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8:53

Bank of Japan intervention for the second time this week

Moving Markets ·

2023/08/03

The Bank of Japan intervened in the bond market for the second time this week in an effort to slow gains in benchmark sovereign bond yields. ADP data showed private sector job gains in the US totalled 324,000 in July outstripping expectations, driven by a jump in the services sector. And Leonardo Pellandini, Equity Strategy Research, provides an update on how the Q2 earnings season is progressing.00:14 Introduction by Helen Freer (Investment Writing)00:35 Markets wrap-up by Jonti Warris

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13:28

Fitch's US downgrade proves a blow to sentiment

Moving Markets ·

2023/08/02

Mixed US jobs data, a string of underwhelming earnings reports, another lower-than-expected reading on US manufacturing activity and Fitch's surprise downgrade of US sovereign debt are weighing on markets today. Dario Messi of Fixed Income Research comments on the latest twists and turns in the fixed income markets.00:14 Introduction by Bernadette Anderko (Investment Writing)00:58 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:26 Central Bank actions last week and this

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9:26

Markets focus on economic data and earnings

Moving Markets ·

2023/07/31

On this last day of July, investors this morning are still digesting last week’s central bank actions and assessing the latest supportive government measures from China. In commodities, oil – although trading lower this morning – is broadly supported and on track for its biggest monthly gain in over a year. In equities, more earnings reports and a slew of economic data releases could drive this week’s market action. Mensur Pocinci, our Head of Technical Analysis, joins today’s episode with

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15:42

Markets dominated by central banks

Moving Markets ·

2023/07/28

After the US Federal Reserve raised interest rates by a quarter of a percentage point and the European Central Bank followed suit, it was the Bank of Japan’s turn to announce its policy decisions this morning. While leaving its monetary policy unchanged, it signalled a loosening of its yield curve control, and this has caused volatility in the markets. Meanwhile, economic and labour market data from the US continues to signal strength, leading some to question whether the Fed will raise

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14:06

It’s rate hike week

Moving Markets ·

2023/07/27

Yesterday the US raised rates by 25 basis points in line with market expectations, and gave no hints as to whether a further hike will take place on September 20th. Markets took the news in their stride and Asian stocks rallied this morning. Today it’s the ECB’s turn and they are also expected to raise rates by 25bps. With oil settling above USD 80 a barrel, Norbert Ruecker, Head of Macro and Next Generation Research, shares his thoughts on where the bullishness is coming from, and Nicolas

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11:31

Earnings results drive share prices ahead of key...

Moving Markets ·

2023/07/26

Earnings results from the big tech companies are keeping investors on their toes as they wait for more colour on the interest rate decisions due today in the US and tomorrow in the Eurozone. Dario Messi of Fixed Income Research talks us through his expectations and makes the case for peripheral eurozone sovereign debt.00:14 Introduction by Bernadette Anderko (Investment Writing)00:39 Markets wrap-up by Roman Canziani (Head of Investment Writing)05:13 European Peripheral Government bonds by

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19:24

Latest data points to economic slowdown

Moving Markets ·

2023/07/25

The latest purchasing managers' indices for July from Europe and the US point to a slowdown in economic activity in both regions. Investors are now turning their attention to this week's interest rate decisions and any clues as to the future path of interest rates. In addition to economic data, earnings reports and corporate news are also driving equity markets. In the Asia-Pacific region, news that China is planning further stimulus measures has given hope and lifted stock prices in the

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10:45

Nasdaq ends down on big volumes while Europe sees...

Moving Markets ·

2023/07/24

The outcome of the Spanish elections came as a surprise and is causing uncertainty among investors. Equity markets have generally performed well of late, with the exception of the Nasdaq, which fell slightly on Friday on heavy volumes ahead of rebalancing. However, Mensur Pocinci, Head of Technical Analysis, remains positive on equities, and particularly the Nasdaq.00:14 Introduction by Bernadette Anderko (Investment Writing)00:49 Markets wrap-up by Roman Canziani (Head of Investment

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11:19

US labour market continues to show strength

Moving Markets ·

2023/07/21

The US labour market continues to send out strong signals, which could be crucial for consumer spending and avoiding a recession this year. Meanwhile, disappointing results from some tech giants are weighing on the markets, raising the question of whether the recent rally has gone too far. Elsewhere, some commodity-related news is hitting the headlines, pushing commodity indices higher for the week. Manuel Villegas, from Next Generation Research, talks about Bitcoin’s supply mechanisms and

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9:51

Netflix and Tesla spoil the after markets party

Moving Markets ·

2023/07/20

European stocks closed higher yesterday after UK inflation came in at its lowest level in 15 months. US markets also closed higher but futures fell stateside after both Tesla (record quarterly revenue but lower margins) and Netflix (revenue miss) reported Q2 results. In Asia, the People’s Bank of China surprised traders as it stepped in harder than expected to support the yuan, and Japan delivered its first trade surplus in nearly two years. Carsten Menke, Head of Next Generation Research,

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12:06

Stocks are up and yields are down as risk-on...

Moving Markets ·

2023/07/19

After a somewhat sluggish start to the month, equities and bonds have picked up momentum in recent sessions, driven by positive earnings reports and lower yields. Dario Messi from our Fixed Income Research department explains why he remains positive on one of our core ideas in a risk-on environment: emerging market hard currency bonds.00:14 Introduction by Bernadette Anderko (Investment Writing)01:00 Markets wrap-up by Roman Canziani (Head of Investment Writing)05:47 Impact of China’s

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11:15

Asia-Pacific markets mixed after downgrade to China's...

Moving Markets ·

2023/07/18

US markets closed higher on Monday with the technology, financials and industrials sectors outperforming. Asia Pacific markets are mixed this morning, as China's sluggish economic recovery has led to a downgrade in growth forecasts. In response, China has unveiled an 11-point package of measures to support household spending. Microsoft has moved closer to completing its USD 69 billion acquisition of Activision but the deal is not likely to close by today’s deadline. Thomas Caflisch, our

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10:53

The USD’s worst week for eight months

Moving Markets ·

2023/07/17

In a week full of optimism that the Fed was getting closer to ending its rate hikes, global equities rallied. The USD could not hold its own and sold off sharply last week. China's Q2 growth figures out this morning disappoint and are weighing on local equities. In the US, the Q2 earnings season has kicked off in earnest, with the big US banks surprising on the upside on Friday. UnitedHealth's strong results are an encouraging sign for the defensive healthcare sector, which is lagging this

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11:09

A successful week for equities

Moving Markets ·

2023/07/14

Global equities are heading for their best weekly gains since November last year after another set of lower than expected US inflation data. In Asia, optimism over policy support in China as well as the easing of some restrictions on artificial intelligence is supporting markets. Currencies have also seen some movement this week, with the US Dollar Index struggling. David Kohl, our Chief Economist, shares his views on the latest US data and the likely path of the Federal Reserve.00:14

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13:02

Fed Funds Rate exceeds inflation for the first time...

Moving Markets ·

2023/07/13

US equities rose, bond yields fell, gold advanced, and the US dollar dropped after US inflation data showed that core inflation fell to 4.8%. The lower inflation means that the real (inflation-adjusted) Fed Funds rate has turned positive for the first time in this economic cycle. Norbert Rücker, Head of Macro & Next Generation Research, talks about the clean energy investment theme, noting that it has become a victim of its own success. Nicolas Jordan, CIO Strategy & Investment

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10:34

Markets steady ahead of US CPI data release

Moving Markets ·

2023/07/12

US markets closed higher on Tuesday with the S&P 500 seeing Energy, Utilities & Industrials all outperforming. Asia Pacific markets were mixed, with Japan's Nikkei 225 trading lower and China's CSI 300 down 0.4% this morning, a sign that local investors would like to see more stimulus to support the ailing economy. Microsoft moved closer to completing its USD 69 billion bid for Activision. Dario Messi of the Fixed Income team highlights our strategy for investing in longer dated

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10:13

China’s pledge to support property sector buoys markets

Moving Markets ·

2023/07/11

China has signalled that it will extend a number of policies and concrete economic support measures to support its ailing real estate sector. Asian markets are trading higher on the news today. And we hear from Manuel Villegas, Next Generation Research, who talks to us about digital assets and provides an update on Solana.00:14 Introduction by Helen Freer (Investment Writing)00:32 Markets wrap-up by Jonti Warris (Investment Writing)06:15 Digital assets update update by Manuel Villegas (Next

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