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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

11:35

A heavy data week gets underway

Moving Markets ·

2023/07/10

US markets closed lower on the day and the week on Friday after non-farm payrolls data indicated that the Fed might raise rates at their forthcoming July meeting. Inflation data coming on Thursday and Friday will complete the final piece of the rate-hike puzzle. Meanwhile China’s disappointing CPI/PPI data this morning has heightened expectations of more monetary policy support being required. As the Q2 earnings season is set to kick-off, hear what our Head of Technical Analysis, Mensur

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19:25

Equity investors throw in the towel on strong jobs data

Moving Markets ·

2023/07/07

Equity markets have suffered steep losses in recent hours on the back of better-than-expected private employment data - today's official US non-farm payrolls report for June is likely to shed further light on the resilience of the US economy. Tim Gagie, our Head of FX & PM Solutions Geneva, shares his thoughts on how these figures could impact currencies and metals. And Kelly Chia, Deputy Head of Research Asia, talks about where he sees the best investment opportunities in Asian equity

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12:25

Markets react negatively to Fed minutes

Moving Markets ·

2023/07/06

The Fed minutes released yesterday revealed some disagreement among committee members regarding the future path of interest-rate policy. After their June ‘pause’ it seems that members do expect to resume hiking rates but perhaps at a slower pace. US and Asian markets closed lower, with Asian stocks also impacted by the recent disappointing data from China. Norbert Rücker, Head of Macro and Next Generation Research, updates us on events in the oil markets, whilst Nicolas Jordan fills us in

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11:08

China’s growth rate slows but our analysts still see...

Moving Markets ·

2023/07/05

China’s services sector activity is seeing a deceleration in its growth rate, as some firms reported softer than expected market demand, denting investor sentiment ahead of US Treasury Secretary Janet Yellen's visit to China. And we hear from Mathieu Racheter, Head of Equity Strategy, who shares with us his outlook for developed market equities in the second half of 2023.00:14 Introduction by Bernadette Anderko (Investment Writing)00:41 Markets wrap-up by Jonti Warris (Investment

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10:31

Asia-Pacific markets mixed after RBA keeps rates on hold

Moving Markets ·

2023/07/04

Asia-Pacific markets were mixed overnight as investors continued to assess the Reserve Bank of Australia's decision to keep interest rates on hold. China has decided to restrict exports of critical minerals and electric vehicle manufacturers had one of their best days yesterday after Tesla and BYD reported strong Q2 electric vehicle sales figures. Manuel Villegas of the Next Generation Research team provides an insight into the latest news regarding Bitcoin ETFs.00:14 Introduction by Helen

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10:39

Equities - what's next after a strong first half of...

Moving Markets ·

2023/07/03

The Nasdaq 100 index had its best first half-year ever, up 39%, as the emergence of the artificial intelligence product cycle drove these and other major US equities higher. The 10-year US Treasury yield came within striking distance of 4.0% last week, and strong electric vehicle sales and talk of the first approval of a physically-backed Bitcoin ETF are also in focus this Monday morning. Mensur Pocinci, our Head of Technical Analysis research, points out that equities are not only strong

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15:10

Traders buckle up for an important set of inflation...

Moving Markets ·

2023/06/30

US Treasury yields rose yesterday on better-than-expected economic data, but stocks continued to climb the wall of worry. The all-important US PCE deflator figures for May will decide the fate of the markets on the last trading day of the half year. And there is a lot going on in the currency markets these days - hear what our Head of FX & PM Solutions in Geneva, Tim Gagie, has to say about the latest moves.00:14 Introduction by Helen Freer (Investment Writing)00:41 Markets wrap-up by

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10:50

More central bank rate rises on the horizon

Moving Markets ·

2023/06/29

At the ECB forum in Sintra, Federal Reserve Chairman Powell, ECB President Lagarde and Bank of England Governor Bailey all said that they still have some way to go in raising interest rates to fight inflation. The 23 largest US banks passed the Federal Reserve's annual stress test. And both the Japanese yen and the Chinese yuan are in focus as authorities worry about the weakness of their currencies. Carsten Menke, Head of Next Generation Research, says silver continues to move in gold’s

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11:57

Investor sentiment boosted by robust US data prints

Moving Markets ·

2023/06/28

A raft of strong data underscores the resilience of the US’s economy in the face of stickier-than-expected inflation. Investors will closely be watching the ECB forum today, when top central bankers will speak on a policy panel to discuss how to combat unrelenting inflation. And we hear from Roman Frey, Head of Fixed Income Investment Management, who shares with us why now is such a good time to consider fixed income.00:14 Introduction by Bernadette Anderko (Investment Writing)00:34 Markets

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9:24

Tech stocks lead Wall Street lower

Moving Markets ·

2023/06/27

US stock markets didn’t have the best start to the week as tech stocks led indices lower. The Nasdaq Composite was the worst performer, falling more than 1%. But this bad start to the week needs to be put into context: the S&P 500 and Nasdaq are still on track to finish June more than 3% higher, while the Dow Jones is currently set for a monthly gain of nearly 2.5%. As rates starts to bite and their impact is felt, Dario Messi highlights which segments of the bond market should be in

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9:11

Markets calm amid geopolitical tensions

Moving Markets ·

2023/06/26

Markets are eerily calm this morning following the dramatic end to an armed uprising in Russia. This week marks the last week of trading for the first half of the year, so the first conclusions will be drawn with regard to market performance this year. The headlines this week are likely to include the ECB’s Bank Forum in Sintra, the release of the Fed’s favourite inflation gauge (the Personal Consumption Expenditures deflator), and the US bank stress tests. Mensur Pocinci, Head of Technical

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19:27

No summer holidays for major central banks

Moving Markets ·

2023/06/23

Asian equities and European stock futures are in a sea of red this Friday morning as major developed market central banks go on inflation alert. However, artificial intelligence (AI) stocks continue to shine. Meanwhile, the Japanese yen is falling again as traders look ahead to possible intervention to support the currency. In today's podcast, David Meier, Senior Economist, and Tim Gagie, Head of FX & PM Solutions Geneva, give their views on a range of currencies – from the British

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14:19

Equity markets lower as yields and data point to a...

Moving Markets ·

2023/06/22

Stock markets are lower for the third day in a row as Federal Reserve Chair Jerome Powell delivers a hawkish message on monetary policy, and data points to slower growth ahead. And European natural gas prices are on the rise again - listen to Norbert Rücker, our Head of Macro & Next Generation Research, to find out whether he thinks Europe is once again on the brink of an energy crisis.00:14 Introduction by Bernadette Anderko (Investment Writing)00:52 Markets wrap-up by Roman Canziani

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12:47

Investors caught between FOMO and a hawkish Fed

Moving Markets ·

2023/06/21

Global equity markets struggle ahead of US Fed Chair Jerome Powell’s semi-annual report to Congress today, when he is expected to reinforce the message that interest rates need to stay higher for longer. Dario Messi, Fixed Income Research, provides his thoughts on why investors should not be chasing the rally in high yield bonds. And Adrienne Järsvall, Head of Fund Advisors, shares with us why now is a good time to consider alternative investments.00:14 Introduction by Bernadette Anderko

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9:33

European markets lower with Asia’s markets a mixed bag

Moving Markets ·

2023/06/20

European markets fell at the start of the new trading week with investors nervous about the economic outlook. US markets were shut for the Juneteenth holiday on Monday. Asia-Pacific markets traded mixed overnight as investors digested China’s central bank decision to cut its one-year and five-year loan prime rate. The US Secretary of State Antony Blinken had his meeting with China's President Xi Jinping yesterday, with both sides pledging to stabilise their relationship. Hannah Wise joins

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7:51

A quiet start to a busy week

Moving Markets ·

2023/06/19

The main story this morning is the visit to China by US Secretary of State Antony Blinken, which has shown the first tentative signs of progress. However, Asian equities are still lower today as investors reset their expectations for further stimulus from China. Despite a generally quiet morning, the week ahead will be busy for investors with a total of 12 central banks due to announce their latest decisions and on the macroeconomic front, we will receive a number of leading indicators

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15:59

Equities up, USD mostly down

Moving Markets ·

2023/06/16

After a flurry of interest rate decisions by major central banks, global equities are mostly higher and the USD is mostly weaker - although it is rising against the JPY as the Bank of Japan remains on its lonely monetary policy island. The rally in US equities appears to be broadening, while Chinese equities are rallying on stimulus hopes. Tim Gagie, Head of FX & PM Solutions Geneva, discusses currency positioning as the USD has continued to weaken against most currencies. Carsten

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13:33

Fed pauses as it weighs impact of tightening cycle

Moving Markets ·

2023/06/15

The US Federal Reserve left rates unchanged yesterday and sees two small hikes by the end of 2023, as it deals with a stronger-than-expected economy and a slower decline in inflation. Our Chief Economist David Kohl shares his thoughts on how the Fed will move from here, and Nicolas Jordan, from the CIO Strategy & Investment Analysis team, provides an update from our CIO’s Investment Committee.00:14 Introduction by Helen Freer (Investment Writing)00:45 Markets wrap-up by Jonti Warris

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11:47

Stocks rally ahead of likely Fed pause

Moving Markets ·

2023/06/14

The stock market rally extended yesterday after US inflation figures reassured investors. The US Federal Reserve (Fed) is widely expected to leave interest rates unchanged today, but much of the focus will be on Fed Chair Powell's remarks at the press conference. Dario Messi, Fixed Income Research, expects some words of caution. 00:14 Introduction by Bernadette Anderko (Investment Writing)00:33 Markets wrap-up by Roman Canziani (Head of Investment Writing)05:35 Bond markets ahead of central

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10:27

Apple at an all-time high

Moving Markets ·

2023/06/13

Apple closed at an all-time high and the S&P 500 index ended the day above 4325 points its intra-day high from last August and so a key level for technical analysts – the focus is now on today’s US inflation release. China’s central bank in a surprise move lowered its short-term policy rate today amidst faltering growth figures – the big question is now if more stimulus is to come out of the world’s second largest economy. Manuel Villegas Next Generation Research notes that investors in

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