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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

8:55

US labour market cools whilst China’s inflation...

Moving Markets ·

2023/04/11

Non-farm payroll data out of the US on Friday saw hiring growth moderating and wage rises easing. In China, data published today revealed muted inflation as the consumer price index rose just 0.7% year on year in March, weaker than the 1% forecast. Investors are now watching out for US CPI figures (Wednesday) and PPI data (Thursday) for signs of whether or not the Fed is about to pause or even end its hiking cycle. Mensur Pocinci, Head of Technical Analysis, provides his latest thoughts

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13:03

Rising recession risks keep markets busy

Moving Markets ·

2023/04/06

Stock markets are torn between the rising recession risks and expectations that yields will fall - defensive sectors have outperformed over the last few hours and US Treasury bonds have continued their impressive rally. Carsten Menke, our Head of Next Generation Research, shares his views on the surprise OPEC+ oil output cut, and Nicolas Jordan from our CIO Office talks about how to tackle the current investment environment.00:14 Introduction by Helen Freer (Investment Writing)00:43 Markets

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10:33

Stock markets wobble again

Moving Markets ·

2023/04/05

US stocks snapped a four-day winning streak yesterday as concerns about the banking sector and the broader economic outlook persist. In addition, comments from Federal Reserve officials about higher interest rates for longer are further dampening sentiment at a time when Treasuries are coming off one of their most volatile quarters ever. Markus Allenspach, Head of Fixed Income Research, joins today’s episode to outline his views on fixed income 00:14 Introduction by Bernadette Anderko

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13:56

Markets mixed as investors assess outlook after...

Moving Markets ·

2023/04/04

US equities finished mixed in trading yesterday, as investors weighed the weaker-than-expected ISM manufacturing data against inflation concerns following OPEC+’s plan to cut oil output. Australian equities extend gains for a seventh straight day, following the Reserve Bank of Australia’s decision to leave interest rates unchanged at 3.6%. Our Chief Economist David Kohl provides us with the latest on Eurozone inflation and credit growth and we have an update on digital assets from Manuel

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7:40

OPEC+ cut oil production

Moving Markets ·

2023/04/03

OPEC+ announced an unexpected cut in oil production of more than a million barrels per day, breaking its promise to maintain supply stability and introducing a new risk to the global economy. In company news, after completing its takeover of Credit Suisse, UBS is expected to reduce its workforce by 20% to 30%; and Tesla has fallen short of Elon Musk's long-term goal of 50% annual growth despite record first-quarter deliveries. Mensur Pocinci, our Head of Technical Analysis, provides some

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10:11

The Fed’s preferred inflation measure out today

Moving Markets ·

2023/03/31

US large-cap equities had another strong day, and the Biden administration wants to strengthen banking regulation. China’s non-manufacturing PMI data release points towards the country’s economic recovery gaining strength. Yet, for trading action today all eyes will be on the release of the Core US PCE Deflator, the US Federal Reserve’s preferred inflation measure, at 14:30 CET. Carsten Menke, Head of Next Generation Research, takes a closer look at gold after it has moved back towards USD

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12:04

Equity markets advance ahead of US core PCE deflator

Moving Markets ·

2023/03/30

Global equities advanced yesterday, and investors are now turning their focus to tomorrow’s core PCE deflator data. The Bank of England has warned that the UK financial system urgently needs to be made more resilient. Nicolas Jordan from CIO & Strategy Analysis provides us with the latest from the Julius Baer Investment Committee. And we have an update from Tim Gagie, our Head of FX&PM Solutions in Geneva, on forex and precious metals00:14 Introduction by Mike Rauber (Investment

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12:46

Government bond yields rise as some calm returns to...

Moving Markets ·

2023/03/29

With nerves calmed, traders have started to reassess the odds of additional interest rate hikes in Europe and the US. Leonardo Pellandini, Equity Strategy Research, explains why he believes in a comeback for quality growth stocks, and Dario Messi, Fixed Income Research, highlights where fixed income investors can now find value.00:14 Introduction by Lucija Caculovic (Investment Writing)00:34 Markets wrap-up Roman Canziani (Head of Investment Writing)05:07 The comeback of quality growth by

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13:11

Investors looking past the regional banking crisis

Moving Markets ·

2023/03/28

With news of the prospect of further support from US authorities, there were signs of investors trying to move on from the regional banking crisis yesterday. The DJIA and the S&P 500 index both rose, although the Nasdaq Composite fell. Our Chief Economist, David Kohl, shares his thoughts on the economic outlook and the impact of the banking turmoil, and then Manuel Villegas, Next Generation Research analyst, provides an update on digital assets and the implications of tougher regulation

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6:59

Markets still unsettled by banks

Moving Markets ·

2023/03/27

Whilst US markets closed last week on a high, Asian markets were more circumspect overnight and sentiment in China was dented by declining industrial profits data. Although it has been announced that First Citizens Bank & Trust Co is buying Silicon Valley Bank’s deposits and loans, nervousness persists in the banking sector. In today's episode, our Head of Technical Analysis, Mensur Pocinci, urges investors not to bottom-fish and explains why he’s watching gold and equities right

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15:48

Stock markets held back by bank stocks

Moving Markets ·

2023/03/24

Bank stocks have held down overall stock markets over the past hours as traders remain wary of further potentially disruptive news from the sector. Short-dated government bonds rallied after several central banks hiked rates yesterday. David Kohl, our Chief Economist, puts these moves into perspective and Tim Gagie, our Head of FX&PM Solutions in Geneva, summarises his thoughts on the week in FX and metals.00:14 Introduction by Mike Rauber (Investment Writing)00:44 Markets wrap-up by

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12:24

Central banks all day long

Moving Markets ·

2023/03/23

The US Federal Reserve increased interest rates for the ninth consecutive time and signalled that additional increases might be forthcoming, prompting equity markets to tank. Today, the Swiss National Bank and the Bank of England are likely to follow suit with increases in their respective policy rates, continuing their fight against sticky inflation. Damien Ng from Next Generation Research gives insights on Genomics and Nicolas Jordan from CIO Strategy & Investment Analysis shares the

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12:19

US Treasury Secretary Janet Yellen gives equites a boost

Moving Markets ·

2023/03/22

US equities rose yesterday, supported by comments from US Treasury Secretary Janet Yellen that the US government would step in again if smaller banks suffered deposit runs. Investors are now firmly focused on today's Federal Reserve meeting and Jerome Powell's press conference - it will be interesting to see if the markets give the decisions a thumbs up or thumbs down. In today's episode, Dario Messi, Fixed Income Research, looks at the surprise write-down of Credit Suisse's AT1 bonds

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11:50

Markets breathe a sigh of relief

Moving Markets ·

2023/03/21

The Credit Suisse ‘solution’ seems to have calmed global equity markets – with the major indices trading up in yesterday’s/overnight sessions. Regulators outside of Switzerland have been keen to clarify that shareholder capital has to be written down before AT1 debt, following the upset that has been caused in bond markets by Credit Suisse’s AT1 bonds being written down to zero. David Meier joins the show to provide insights on upcoming SNB, Bank of England and US Fed rate decisions, and

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8:18

Credit Suisse deal sends shivers through markets

Moving Markets ·

2023/03/20

With the UBS take-over of Credit Suisse dominating all the headlines, both stock and credit markets are under pressure, the latter due to fears on deeply subordinated bond exposures, which the Swiss regulator called worthless in the case of Credit Suisse. Markus Wachter, from Technical Analysis, gives some guidance on where support and resistance levels are across the major market indices.00:14 Introduction and markets wrap-up by Mike Rauber (Investment Writing) and Roman Canziani (Head of

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13:36

ECB hikes 50 bps and moves towards a more...

Moving Markets ·

2023/03/17

News that the biggest banks in the US said they’ll deposit USD 30 billion with First Republic Bank seemed to boost investor confidence yesterday and equity markets rebounded. All the major indices in the US and Europe ended the day in the green. Also yesterday, the ECB raised interest rates by 50 basis points - our Chief Economist, David Kohl, shares his thoughts on this and his expectations on the pace of rate hikes going forward. Finally, Tim Gagie, Head of FX and PM Solutions Geneva,

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9:02

Swiss National Bank to save Credit Suisse

Moving Markets ·

2023/03/16

Credit Suisse will borrow CHF 50 billion from the SNB and make a tender offer to buy back up to CHF 3 billion in Dollar and Euro-denominated debt. European Central Bank officials have a crucial decision to make today as they consider whether the market turmoil surrounding Credit Suisse is severe enough to derail a long-anticipated interest-rate hike. Jeremy Hunt's decision to inject more than GBP 20 billion into the UK economy may push the Bank of England to raise interest rates again

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8:53

Markets finally turn a corner

Moving Markets ·

2023/03/15

US equity markets staged a rebound yesterday following the brutal selloff earlier this week, as traders see the worst of the US banking sector turmoil now behind us. UK Chancellor Jeremy Hunt will today unveil his first budget as the country battles a cost-of-living crisis and a stalling economy. And Dario Messi, Fixed Income Research Analyst, takes a closer look at what the recent market developments and the latest US inflation print mean for bond markets.00:14 Introduction and markets

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14:38

Silicon Valley Bank (SVB) fallout continues to...

Moving Markets ·

2023/03/14

The major US indices closed lower yesterday with the exception of tech which managed to close higher. Asia also traded lower overnight. Traders and investors are now eyeing other banks to see if they have similar issues to SVB, and also mulling whether or not the bank’s collapse might lead the US federal Reserve to change their monetary policy path. All eyes will be on US inflation data later today. Manuel Villegas (Next Generation Research) and Ronny Kaufmann (CIO Office) join the show to

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11:19

Silicon Valley Bank collapses

Moving Markets ·

2023/03/13

US regulators stepped in over the weekend to ensure that customers of the collapsed bank will have access to their insured and uninsured deposits. This is calming markets after last week's losses, with the S&P 500 set to open sharply higher and investors reducing bets on central bank tightening. In today's episode, Mensur Pocinci, Head of Technical Analysis, looks at the level that the S&P 500 must hold to remain in an uptrend, which is 3,900. Roger Degen, Equities Research,

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