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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

15:15

Equities don’t like what they heard from central...

Moving Markets ·

2022/12/16

The central banks of the eurozone, the UK, and Switzerland raised interest rates by half a percentage point yesterday, matching the Federal Reserve’s previous day move. Our Chief Economist, David Kohl, and our Head of FX & PM Solutions Geneva, Tim Gagie, join us on this show to talk about what this means for growth, inflation, and currencies. Manuel Villegas from Next Generation Research speaks about the continuing fallout from FTX’s collapse, and the recent news flow around

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10:42

With the Fed out of the way, it’s the turn of...

Moving Markets ·

2022/12/15

The US federal Reserve delivered the expected 50 basis point hike yesterday, but stock markets were disappointed by the indication that officials expect to keep rates higher in 2023, with no reductions expected until 2024. European stock markets now nervously await decisions from the ECB, Swiss national Bank and Bank of England. Carsten Menke, Head of Next Generation Research talks us through why he expects the recent recovery in gold and silver prices to run out of steam soon, and Nicolas

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7:50

Now that the inflation data is out of the way, it’s...

Moving Markets ·

2022/12/14

US stock and bond markets gained yesterday after CPI data revealed that inflation in the US is cooling. Nevertheless, headline CPI remains above 7% and whilst the Fed is expected to deliver a 50 basis point hike today, the markets are now more interested in the forecasts that they will release and the language that they use around their decision. Dario Messi from Fixed income Research joins the podcast to explain more.00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment

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5:14

Ukraine to receive an 18 billion euro aid package

Moving Markets ·

2022/12/13

The European Union has reached a preliminary agreement which clears the way for an EUR 18 billion support package for the Ukraine. Meanwhile, Hong Kong is scrapping some of its remaining Covid restrictions following China’s rapid shift away from its zero-covid strategy. Mathieu Racheter, Head of Equity Strategy gives us some insight into the opportunities emerging from China’s reopening.00:14 Introduction and markets wrap-up by Alexander Petersen (Investment Writing)02:44 Impact of China

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6:25

All eyes on central banks this week

Moving Markets ·

2022/12/12

US equity markets closed in the red on Friday and posted losses for the week following the release of November’s producer price index figures which came in higher than expected, while the major European indices closed the day in positive territory on optimism after China’s strict Covid-19 rules were relaxed. It’s central bank week this week with the US Federal Reserve meeting on Wednesday, where a 50-basis-point hike is expected. Then we’ll hear from the European Central Bank, the Bank of

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10:26

What will US producer prices tell us today?

Moving Markets ·

2022/12/09

Today, investors are focused on US producer price data, which is among the last data US Federal Reserve policymakers will see before their December meeting next week. In Asia, China is experiencing a rapid rise in Covid infections, but outgoing Premier Li Keqiang said the country’s economic growth will still “keep picking up”. Tim Gagie, Head of FX & PM Solutions in Geneva, provides an update on the latest movements in currencies, and Manuel Villegas from the Next Generation Research

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10:12

Stock markets stuck in the Fed’s headlights, whilst...

Moving Markets ·

2022/12/08

US and Asian stock markets closed fairly flat yesterday and overnight, with only Hong Kong seeing any meaningful gains, based on local news reporting of further covid restrictions being lifted. Investors now await more economic data this week for clues on what to expect from the US Federal Reserve next week. Amidst the oil, gas and coal headlines dominating the newswires, Norbert Rücker, Head of Macro and Next Generation Research, updates us on global energy markets. Nicolas Jordan from the

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8:06

Growth concerns are being balanced by China reopening

Moving Markets ·

2022/12/07

It was not an economic data release, but downbeat remarks from CEOs of major US banks about growth headwinds ahead that led the US equity market lower yesterday. Yet, on the positive side of the ledger, China’s National Health Commission announced 10 new measures to ease Covid restrictions. Dario Messi, from Fixed Income Research, joined the show to talk about why the fundamental backdrop for emerging market hard-currency bonds has turned attractive.00:14 Introduction and markets wrap-up by

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8:32

US equity markets fall on surprisingly strong US...

Moving Markets ·

2022/12/06

The ISM Services Index rose to 56.5 in November which has cast some doubt over a Fed pivot and contributed to US equity markets falling and US Treasury yields surging yesterday. Chinese authorities are relaxing some of their strict Covid rules, but the possibility of new tariffs on Chinese steel and aluminium might weigh on sentiment. David Meier, Senior Economist, talks about the EUR/USD outlook and Mathieu Racheter, Head of Equity Strategy, shares his latest thoughts on what’s in store

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5:05

OPEC+ keeps oil production unchanged

Moving Markets ·

2022/12/05

OPEC+ agreed yesterday to keep its output targets unchanged. Chinese authorities appear to be engineering a major shift away from their strict Covid Zero policy with the relaxation of testing rules across major cities. Saudi Arabia’s Crown Prince may be preparing to invest around USD 500 million in Credit Suisse’s CS First Boston spinout. Mensur Pocinci, Head of Technical Analysis, provides an update on the latest market moves from a technical perspective.00:09 Introduction and markets

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8:18

All eyes on today’s US payroll report

Moving Markets ·

2022/12/02

US economic data releases on Thursday pointed to a cooling off in growth and inflation. All eyes will be on the US labour market data today and whether it can impact interest rate expectations and the markets as a whole. Tim Gagie, Head of FX & PM Solutions Geneva, talks about whether the recent USD weakness has room to grow. Manuel Villegas from Next Generation Research is on the show for the first time. He speaks about crypto and why now is the time to understand custody

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8:41

Is a soft landing on its way?

Moving Markets ·

2022/12/01

US markets were buoyed yesterday by the US Federal Reserve Chairman Jerome Powell saying that smaller interest rate increases are likely to be coming – as early as this December. Asian markets also rallied on the back of the US optimism and an initial easing in China’s Covid-zero approach. Carsten Menke, Head of Next Generation Research talks about the current moves in gold and silver, and what he expects going forwards, and Nicolas Jordan updates us on the thinking at this week’s

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7:56

China and European inflation in the spotlight

Moving Markets ·

2022/11/30

One of the main stories in the market remains China, where officials have asked local authorities to avoid excessive lockdown curbs and have promised to step up vaccinations. In Europe, meanwhile, recent data has shown that price pressures have eased significantly in Spain and Germany. Investors now await inflation data for the whole eurozone later today. Dario Messi from Fixed Income Research talks about how the market has perceived the lower inflation readings in Europe and what this

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6:57

Fed indicates rate hike pace may slow, but likely to...

Moving Markets ·

2022/11/29

US Federal Reserve policymakers suggest that interest rates may peak higher than anticipated, foreseeing a modestly higher path for policy compared with its stance in September. UK Prime Minister Rishi Sunak calls for robust pragmatism towards China, referring to the country as a systemic threat. And Damien Ng, Next Generation Research Analyst, talks to us about developments in the global immunotherapy industry and opportunities it presents for investors.00:09 Introduction and markets

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11:56

Oil tumbles to its lowest since December

Moving Markets ·

2022/11/28

Protests are spreading across China over harsh anti-virus curbs. In the UK, meanwhile, Prime Minister Rishi Sunak is facing pushback from his ruling Conservatives as they try to force the government to drop a ban on new onshore wind farms. Mensur Pocinci, Head of Technical Analysis, gives an update on the latest market moves, and Mark Mathews, Head of Research APAC, supplies more insights on the current situation in China.00:09 Introduction and markets wrap-up by Alexander Petersen

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10:33

Black Friday starts today, while Beijing goes on...

Moving Markets ·

2022/11/25

The US equity markets were closed yesterday for Thanksgiving and are only open in the morning session today. Yet, people across the US will be shopping around the clock as it is Black Friday, the unofficial start of the holiday shopping season, while parts of Beijing are back in lockdown again due to the country’s Covid policy. Tim Gagie, Head of FX&PM Solutions Geneva, talks about the recent weakness in the USD. Carsten Menke, Head of Next Generation, takes a closer look at the

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8:50

The US Federal Reserve hinted at a moderate pace of...

Moving Markets ·

2022/11/24

The US Federal Reserve signalled that it is leaning towards downshifting to a 50 basis points rate hike in December. In Asia, meanwhile, the Chinese Communist Party indicated further monetary stimulus, including a likely cut in the reserve requirement ratio for banks. Carsten Menke, Head of Next Generation Research, gives an update copper and metals, and Nicolas Jordan from CIO Strategy & Investment Analysis provides insights on the latest Investment Committee meeting. 00:09

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7:50

Domino effect feared as crypto contagion intensifies

Moving Markets ·

2022/11/23

Credit Suisse is cutting at least a third of its investment banking workforce in China as part of the bank’s cost-cutting plans. And the ongoing crypto crisis shows no signs of abating, with fears of contagion continuing to spread throughout the crypto world. Dario Messi, Investment Research, talks about US fixed income and his view on the rising risk of a recession. 00:09 Introduction and markets wrap-up by Jonti Warris (Investment Writing)03:20 US fixed income - Positioning for rising

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6:23

Stocks mixed as China’s Covid infections climb to a...

Moving Markets ·

2022/11/22

The sentiment is fragile in Asia after China’s daily virus infections climbed to near the highest on record. It is said local authorities may possibly re-introduce strict measures, despite the new directives from authorities over a week ago, that marked an easing in the official zero-Covid playbook. Guy Bettschart, Equity Analyst, shares insights on our longstanding Overweight call on Healthcare equities. 00:09 Introduction and markets wrap-up by Olivier Maris (Investment Writing)03:00

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4:52

China’s Covid worries drag markets down

Moving Markets ·

2022/11/21

Markets are mostly down today after China reported its first Covid deaths in almost six months, sparking fears of new lockdown measures in the country. This week is traditionally quiet due to the Thanksgiving holiday in the US, but there will be a focus on the FOMC minutes which are released on Wednesday as these may offer some new insights. Mensur Pocinci, Head of Technical Analysis, talks about what the charts are telling us.00:09 Introduction and markets wrap-up by Lucija Caculovic

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