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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

9:12

Financials and the Fed driving the market

Moving Markets ·

2023/03/10

Wall Street suffered a losing session yesterday, dragged down by financials and concerns that higher interest rates could leave banks exposed to loan losses due to borrower defaults. Meanwhile, remarks from Federal Reserve Chairman Jerome Powell continue to leave market participants pondering how much the US central bank might raise interest rates and what the consequences might be. Today's guests are David Kohl, Chief Economist, who comments on the Fed, and Tim Gagie, Head of FX & PM

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12:27

Markets digest Powell’s rate hike comments

Moving Markets ·

2023/03/09

After suggesting on Tuesday that the US Federal Reserve might be prepared to increase the pace of interest rate hikes again, in his testimony the Fed Chair Jerome Powell softened his tone slightly yesterday and said that policymakers would wait for more data before making this month’s interest rate decision. With investors considering what his remarks mean in terms of the risk of a recession, there were lots of twists and turns but no huge gains or losses in markets yesterday. Carsten

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7:56

Fed Chairman Jerome Powell’s impact on markets

Moving Markets ·

2023/03/08

Jerome Powell warned yesterday that the “the ultimate level of interest rates is likely to be higher than previously anticipated”, which set in motion a sell-off in stocks and bonds and saw the dollar stage a rally. Asia (ex Japan) followed suit with the added downward impetus of a more-modest-than-expected China growth target. Equity strategist Leonardo Pellandini joins the show to explain why healthcare stocks deserve their ‘Overweight’ rating.00:14 Introduction and markets wrap-up by

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12:08

Markets rangebound before Jerome Powell’s Senate...

Moving Markets ·

2023/03/07

The rally on equity markets fizzled out towards the end of the trading day in the US as traders started squaring positions ahead of Federal Reserve Chair Jerome Powell’s US Senate testimony later today. David Kohl, our Chief Economist, explains why the path of least resistance for European inflation data is lower, despite the latest data continuously surprising to the upside, and Manuel Villegas from Next Generation Research shares his latest views on digital assets, namely layer 1 and

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6:57

China sets a cautious growth target

Moving Markets ·

2023/03/06

The annual National People’s Congress in China got underway yesterday and China has set a cautious growth target of “around 5%” for this year. With expectations now that demand may be softer than had been expected, iron ore, copper and oil prices all fell on this news. Eyes will stay on Beijing this week but investors will also be watching out for several economic data releases, including US non-farm payrolls figures due on Friday, and interest rate decisions including the last from the

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8:41

Interest rates could rise more than expected

Moving Markets ·

2023/03/03

Interest rates could continue to rise in both the US and the eurozone. In the US, recent stronger-than-expected economic data has the potential to prompt Federal Reserve officials to raise interest rates more aggressively than previously anticipated. Meanwhile in Europe, a member of the European Central Bank's Governing Council said that market bets on interest rates reaching 4% may be correct if underlying price pressures remain high. In Asia, China is on the verge of its most significant

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11:02

Further rate increases needed to fight inflation

Moving Markets ·

2023/03/02

Stock and bond markets fell yesterday as investors adjusted their outlook on peak rates after data highlighted persistent inflationary pressures. Our Head of Next Generation Research, Carsten Menke, talks to us about the impact of China’s re-opening on the iron ore market. And Nicolas Jordan, CIO Strategy & Investment Analysis, gives us an update from Julius Baer’s Investment Committee.00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)04:00 Iron Ore view

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12:57

A deep dive into our fixed income strategy and China

Moving Markets ·

2023/03/01

Strong economic data out of China sent positive waves through the markets - certainly a nice change after February’s losses. In today's episode, Dario Messi of Fixed Income Research gives his view on what our new growth and interest rate forecasts mean for fixed income investors. This episode ends with Richard Tang, our Head of Research in Hong Kong, who shares his thoughts on the upcoming National People's Congress in China.00:14 Introduction and markets wrap-up by Lucija Caculovic

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10:41

Positive US data releases again

Moving Markets ·

2023/02/28

After three weeks of losses, US equities staged a minor advance on Monday as better-than-expected US economic data releases fueled the higher-for-longer interest rate narrative. This is also helping to push the US dollar higher for the first time in four months, even as ECB officials are also stressing the need for higher interest rates. David Kohl, Chief Economist, adds more colour to the growth and inflation dynamics in the eurozone and the US, and explains why we now expect further rate

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5:46

The post-Brexit deal and the fight between bulls and...

Moving Markets ·

2023/02/27

In preparation for an expected announcement on a post-Brexit deal for Northern Ireland, UK Prime Minister Rishi Sunak and European Commission President Ursula von der Leyen meet today for final negotiations. In other UK news, the International Energy Week returns to London for the first time since the pandemic. In Asia, government investigations into environmental violations could lead to the complete closure of China’s lithium production hub. Mensur Pocinci, Head of Technical Analysis,

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10:33

Investors await the US Personal Consumption...

Moving Markets ·

2023/02/24

On the one-year anniversary of Russia’s invasion of Ukraine, the US is planning to make an announcement today about “sweeping sanctions”, while China has made a proposal calling for a cease-fire. The major US markets ended the day in the green yesterday, with technology the biggest outperforming sector, and today investors will be watching for the US Personal Consumption Expenditures (PCE) data for January. Bence Boldvai, FX and PM Solutions Zurich, provides an update on currencies, and

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8:31

Fed indicates more rate hikes ahead to curb inflation

Moving Markets ·

2023/02/23

The minutes from the Federal Open Market Committee’s February meeting show that ongoing interest rate increases are necessary to help stamp out inflation. The Fed’s resolve to keep rates higher for longer is weighing on investor sentiment. Dario Messi, Fixed Income Research, shares his insights on the European Commission’s proposed reforms of European fiscal rules.00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)03:52 EU fiscal rule reform by Dario Messi (Fixed

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6:56

Should investors be chasing the rally?

Moving Markets ·

2023/02/22

Concerns about higher interest rates and the state of the consumer continue to weigh on market sentiment. Meanwhile, on the political front, Russian President Vladimir Putin delivered his first state of the nation address in almost two years, which made for some headlines. Leonardo Pellandini, Equity Research Analyst, gives his view on whether investors should chase this year's stock market rally.00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)03:15 Recent

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6:58

Geopolitics in the spotlight

Moving Markets ·

2023/02/21

As Turkey faces yet another series of devastating earthquakes, geopolitics remain at the forefront of investors’ minds this week. US President Joe Biden made a surprise visit to Kiev yesterday, while UK Prime Minister Rishi Sunak is trying to win support for a post-Brexit deal. Meanwhile in China, the world’s biggest miner reported its lowest half-year profit since 2021, as the country’s economic slowdown hit demand for iron, copper and coal. Luca Menozzi from Next Generation Research

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6:52

Positive momentum to keep on pushing equity markets...

Moving Markets ·

2023/02/20

While US bond and equity markets will remain shut today, due to President’s Day, Asian markets have started the trading week on a strong note with the China reopening trade gaining steam again. Also, Europe’s equity markets are likely to trend further up, extending their recent outperformance. And it is far too early to write off the US stock market as Markus Wachter from our Technical Analysis team explains in today’s Moving Markets podcast.00:14 Introduction and markets wrap-up by Roman

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8:48

Fed comments dampen sentiment

Moving Markets ·

2023/02/17

Market sentiment has soured after two Federal Reserve officials said they may favour bigger interest rate hikes to combat persistently high inflation. Investors subsequently raised their expectations of how far the Fed will raise rates, dragging down markets around the world. Carsten Menke, Head of Next Generation Research, provides an update on the regulation of digital assets.00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)03:58 Digital assets - regulation

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9:27

Stocks shrug off retail sales data

Moving Markets ·

2023/02/16

A higher-than-expected January retail sales number in the US yesterday did nothing to spur the stock market rally, with all the major indices ending the day in the green. Asia followed suit. The next data point is US jobless claims due out today. Carsten Menke, Head of Next Generation Research, explains his call on where gold goes from here, and Nicolas Jordan updates us on the latest Investment Committee thinking and decisions.00:14 Introduction and markets wrap-up by Bernadette Anderko

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7:20

Inflation still bothersome

Moving Markets ·

2023/02/15

In the US, Federal Reserve officials are stressing that they might need more interest-rate increases to help tame inflation but they are expressing differing views about how close they are to stopping after new data showed signs that inflation is not falling as quickly as hoped. Meanwhile, the European Union is poised to force banks to report information on Russian Central Bank assets as part of the bloc’s latest sanctions package targeting Moscow for its war in the Ukraine. Dario Messi

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8:57

Kazuo Ueda nominated as the new Governor of the Bank...

Moving Markets ·

2023/02/14

The major markets across the US and Europe all ended the day in the green yesterday. All eyes will be on the US inflation report due out later today, where investors will be assessing the implications of the latest data on future Fed policy. Kazuo Ueda was officially nominated as the new Governor of the Bank of Japan, replacing Haruhiko Kuroda. David Alexander Meier, Senior Economist at Julius Baer, shares his expectations from the Bank of Japan in light of this new appointment.00:14

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6:07

US inflation – make or break for markets?

Moving Markets ·

2023/02/13

All eyes will be on the release of the January US inflation report this Tuesday, and it could well shape market action this week. Yet, it is not all macroeconomics – earnings season too remains in full swing with major companies reporting this week. Mensur Pocinci, Head of Technical Analysis, talks about why the golden cross technical pattern, which can be observed currently, supports the case for investing in equities.00:14 Introduction and markets wrap-up by Mike Rauber (Investment

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