Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
History
Health & Fitness
About Us
Contact Us
Copyright
© 2024 PodJoint
Loading...
0:00 / 0:00
Podjoint Logo
US
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/a7/d7/bb/a7d7bb6d-93b5-2338-a58e-8592459fc51a/mza_3225951190225576784.jpg/600x600bb.jpg
Moving Markets: Daily News
Julius Baer
791 episodes
19 hours ago
Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.
Show more...
Business News
Business,
Investing,
News
RSS
All content for Moving Markets: Daily News is the property of Julius Baer and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.
Show more...
Business News
Business,
Investing,
News
Episodes (20/791)
Moving Markets: Daily News
Ukraine, the Fed, and market breadth

Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest level since 1998. Meanwhile, Indian markets are up over 1% today, following news of a planned cut in consumption tax. Looking ahead, investors are eagerly anticipating several key events this week, including today's meeting between Ukrainian President Zelensky and US President Trump in Washington DC, the release of the FOMC minutes on Wednesday, and Fed Chair Jay Powell's speech in Jackson Hole on Friday. Mensur Pocinci, Head of Technical Analysis Research, shares his insights on what market breadth reveals about our regional equity preferences from a technical perspective.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:34) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (06:34) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (10:01) - Closing remarks: Helen Freer, Product & Investment Content


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
1 day ago
11 minutes

Moving Markets: Daily News
Trump-Putin summit takes centre stage after hot US inflation data

Yesterday’s hotter-than-expected US inflation data prompted a reassessment of rate cut expectations, driving yields and the US dollar higher. Although most stocks fell, the S&P 500 managed to eke out a marginal gain, largely due tothe strong performance of major tech companies. Notably, Intel’s stock jumped on news that the Trump administration was considering taking a stake in the beleaguered chipmaker. Attention now turns to the upcoming Trump-Putin summit, where discussions may significantly impact safe-haven assets like gold and the Swiss franc. To explore the potential implications and trading opportunities, Thomas Caflisch, Head of FX/PM Solutions, shares his insights.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:25) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (05:16) - FX and metals: Thomas Caflisch, Head of FX/PM Solutions
  • (08:23) - Closing remarks: Helen Freer, Product & Investment Content


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
4 days ago
9 minutes

Moving Markets: Daily News
So many all-time highs

Benchmark equity indices in the US, Italy, Spain, and the UK have surged to new highs, fuelled by a benign US inflation report and Germany's inflation data confirming a sub-2% reading. US Treasury Secretary Scott Bessent says US interest rates could be 150 to 175 basis points lower. Bitcoin has hit a new all-time high, with Ether also close to its record high. Japanese shares are down on a stronger yen, after previously reaching a record high. Norbert Rücker, Head of Economics and Next Generation Research, weighs in on the energy market outlook: from oil to gas and Friday's US-Russia summit.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:45) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (07:14) - Update on oil and gas: Norbert Rücker, Head of Economics & Next Generation Research
  • (13:34) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
5 days ago
14 minutes

Moving Markets: Daily News
Markets at new all-time highs as US inflation remains contained

The latest US inflation figures for July sent stocks soaring to new all-time highs once again. With a 25 basis-point rate cut in September now widely anticipated by market participants, expectations are running high. In contrast, European markets underperformed due to disappointing economic data from Germany. Joining us today are Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy Research. Dario shares his rationale for why he doesn't foresee any significant yield spikes, while Mathieu provides insight into the challenges facing the pharmaceutical sector and the shifting landscape of market leadership in Europe.

  • (00:00) - Introduction: Jan Bopp, Product & Investment Content
  • (00:37) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:29) - Fixed Income: Dario Messi, Head of Fixed Income Research
  • (12:34) - Equities: Mathieu Racheter, Head of Equity Strategy Research
  • (18:10) - Closing remarks: Jan Bopp, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
6 days ago
19 minutes

Moving Markets: Daily News
All eyes on today’s US inflation report

The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving the way for a possible Federal Reserve rate cut in September. A stronger-than-expected inflation figure would serve as a reality check for investors. Meanwhile, geopolitical developments, such as the upcoming meeting between Trump and Putin, and trade news, including the extension of the US-China trade truce, are dominating the headlines. Overnight, the Australian central bank cut interest rates, whilst Japanese shares reached new record highs. Joining us on the show to discuss the recent surge in Bitcoin and Ethereum is Manuel Villegas from our Next Generation Research team.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:34) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:08) - Digital assets – Bitcoin and Ethereum rally: Manuel Villegas, Next Generation Research
  • (10:25) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
1 week ago
11 minutes

Moving Markets: Daily News
Stocks move higher but this week’s inflation data will be crucial

US stocks are on a tear with the S&P 500 trading just a whisker below its all-time high and the Nasdaq shining thanks to renewed enthusiasm around tech and artificial intelligence stocks. European stocks are also having a good run with banks in the lead. However, Switzerland has been lagging after the hefty 39% levies on Swiss exports to the US took effect on Thursday. This week’s inflation data will be decisive in terms of whether markets can rally further. Joining us this morning is Mensur Pocinci, Head of Technical Analysis, who shares his insights on the direction of US yields and explains why he believes in a rise in gold prices during the second half of this year.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:23) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (10:16) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
1 week ago
11 minutes

Moving Markets: Daily News
Plenty on the plate for markets

Once again, investors are facing a flood of news to digest – from tariff updates, such as Japan’s announcement that the US will end the stacking of universal tariffs and cut levies on cars; to central bank developments, including the Bank of England’s rate decision and the appointment of Stephen Miran to the Federal Reserve Board of Governors; to company-specific headlines, such as Eli Lilly’s latest study results; and geopolitical updates, including a potential Trump - Putin meeting. Joining us to discuss the latest developments in the currencies and metals markets is Tim Gagie, our Head of FX/PM Private Banking in Geneva.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:24) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:22) - FX and metals: Tim Gagie, Head of FX/PM PB Geneva
  • (12:08) - Closing remarks: Helen Freer, Product & Investment Content


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
1 week ago
13 minutes

Moving Markets: Daily News
Earnings boost markets but tariffs loom large

Markets are in a positive mood, driven by corporate earnings that are exceeding expectations, and this is despite further 'tariff sabre-rattling' by President Donald Trump, who announced a potential 100% tariff on chips and semiconductors that are not manufactured in the US. Meanwhile, Switzerland has yet to successfully negotiate a reduction in the US tariff of 39%. Yields are slightly higher this morning, partly due to the underwhelming demand in yesterday’s auction of new 10-year US Treasuries. For insights into the bank's investment strategy, we are joined by Nicolas Jordan from the CIO Investment Analysis team.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:24) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (05:47) - Update from the CIO Office: Nicolas Jordan, CIO Investment Analysis
  • (10:43) - Closing remarks: Helen Freer, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
1 week ago
11 minutes

Moving Markets: Daily News
Trade news and macro data keep investors on their toes

With tariffs on Switzerland still in focus, a small Swiss delegation travels to Washington to negotiate a resolution. Meanwhile, emerging tariff threats for semiconductors and pharmaceuticals are weighing on market sentiment. Beyond trade developments, investors must digest a slew of macroeconomic figures and reports from the ongoing earnings season. The US Federal Reserve is also in the spotlight, especially after President Trump announced his intention to nominate a new Fed Chair by the end of the week. To provide clarity amidst the market turmoil, we welcome Dario Messi, our Head of Fixed Income Research, and Mathieu Racheter, our Head of Equity Strategy, to the show today.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:34) - Markets wrap-up: Lucija Caculovic, Investment Writing
  • (07:21) - Is Fed independence really at risk? Dario Messi, Head of Fixed Income Research
  • (13:24) - Swiss equities and Q2 earnings in focus: Mathieu Racheter, Head of Equity Strategy Research
  • (19:34) - Closing remarks: Bernadette Anderko, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
1 week ago
20 minutes

Moving Markets: Daily News
Markets bounce back – Switzerland lags on tariff shock

European and US stocks staged a recovery rally yesterday, although the Swiss market trailed behind following the recent 39% tariff shock. Meanwhile, yields have fallen sharply across Europe due to robust real money demand. In the US, yields have also dipped slightly, as markets now largely anticipate a 25 basis-point rate cut in September. With a comprehensive update on the current state of the Swiss property market, we are joined by Markus Waeber, Head of Indirect Real Estate Advisory and Intelligence.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:24) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (05:24) - Real estate update: Markus Waeber, Head of Indirect Real Estate Advisory & Intelligence
  • (11:22) - Closing remarks: Helen Freer, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.


Show more...
2 weeks ago
12 minutes

Moving Markets: Daily News
Higher tariffs and lower jobs numbers hit equity markets

President Trump’s team delivered more tariff surprises ahead of the weekend with conditions worsening for both Canada and Switzerland. Then the jobs data delivered some ugly news for the US economy, with severe downward revisions to May and June’s data which saw the bearer of the tidings - the commissioner of the US Bureau of Labor Statistics – lose her job. Added to this, Fed Governor Adriana Kugler announced her early departure from office, leaving the President with two new job announcements to make. It’s therefore no surprise that equity markets fell, and US treasuries rallied, as markets more than doubled their previous day’s bet on a September rate cut to 87.5%. Mensur Pocinci, Head of Technical Analysis, joins the podcast today to provide insights into how the tariff news might impact Swiss investors as he discusses rates, the Swiss franc and Swiss equities.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:31) - Markets wrap-up: Bernadette Anderko, Investment Writing
  • (06:58) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (10:50) - Closing remarks: Helen Freer, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
2 weeks ago
12 minutes

Moving Markets: Daily News
Tech giants lift markets after Fed-induced decline

Federal Reserve Chair Jerome Powell has tempered expectations that the central bank may cut interest rates at its September meeting, leading to a modest decline in stock prices. However, after the close of trading, both Microsoft and Meta reported strong earnings for Q2, with their shares rising substantially, which could set the stage for a positive trading day ahead. Meanwhile, Tim Gagie, Head of FX/PM Private Banking Sales in Geneva, offers his insights on the current strength of the US dollar and identifies potential opportunities as we head into August.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:34) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (07:26) - FX and metals: Tim Gagie, Head of FX/PM PB Geneva
  • (11:27) - Closing remarks: Helen Freer, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
2 weeks ago
12 minutes

Moving Markets: Daily News
Solid earnings, growth upgrade, and a sell-off

European equities rebounded yesterday, driven by largely positive earnings, as the IMF upgraded its global growth forecast for this year and next, citing reduced US trade war impact and a weaker US dollar. Meanwhile, Novo Nordisk makes headlines with a 30% share dive on revised sales and profit guidance, and US equities lose steam ahead of today’s Fed meeting. For more on the earnings season so far and ahead of the four mega-cap tech stocks that are scheduled for this week, we have Mathieu Racheter, Head of Equity Strategy, on the show.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:24) - Markets wrap-up: Jan Bopp, Investment Writing
  • (05:55) - Q2 Earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (11:32) - Closing remarks: Bernadette Anderko, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
2 weeks ago
12 minutes

Moving Markets: Daily News
Market optimism faded quickly yesterday

The long-awaited trade deal between the EU and the US only provided a temporary boost to the markets, with concerns swiftly being voiced in Europe. Many described the agreement as one-sided, favouring US interests. Following the announcement, the US dollar strengthened while the price of gold plummeted to a three-week low. Meanwhile, oil prices rose, driven by the trade deal and President Trump’s renewed pressure on Russia. Attention now turns to US monetary policy, with the Federal Open Market Committee commencing its two-day meeting today. 

Joining us on the show to discuss the implications of last week's European Central Bank decision and provide insight into this week's rate decision in the US is our Chief Economist, David Kohl.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:31) - Markets wrap-up: Lucija Caculovic, Investment Writing
  • (06:12) - Central Banks and Trade Deals: David Kohl, Chief Economist
  • (12:26) - Closing remarks: Bernadette Anderko, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Show more...
3 weeks ago
13 minutes

Moving Markets: Daily News
Trade tensions ease as US and EU strike a deal

The European Union and the United States have reached a significant trade agreement, substantially reducing the likelihood of an all-out trade war. While some details remain unclear, the markets have responded favourably to the announcement. In a related development, Chinese and US officials are set to convene in Stockholm today to discuss easing trade tensions. Markets have a lot to digest this week with the Federal Reserve interest rate decision and the latest US jobs data due. Also, it is a busy week for company earnings reports, with four of the Mag7 companies reporting, among other. As always on Mondays, Mensur Pocinci, Head of Technical Analysis, joins us to share his views on markets from a technical analysis perspective.

  • (00:00) - Introduction: Jan Bopp, Investment Writing
  • (00:38) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (05:35) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (09:35) - Closing remarks: Jan Bopp, Investment Writing


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
3 weeks ago
10 minutes

Moving Markets: Daily News
The ECB keeps rates unchanged

Earnings remain in the spotlight, with notable gains in the banking sector, while Tesla tumbled amid US policy headwinds. The European Central Bank left interest rates unchanged and offered a modestly upbeat assessment of the eurozone economy, raising doubts among investors about further policy easing, even while US tariff threats still cloud the outlook. This pushed yields higher and weighed on gold. Tim Gagie, Head of FX/PM Private Banking in Geneva, explains why the precious metal has consolidated since Liberation Day, and why he agrees with the consensus view of higher prices for metals.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:25) - Markets wrap-up: Jan Bopp, Investment Writing
  • (05:54) - FX and metals: Tim Gagie, Head of FX/PM PB Geneva
  • (10:33) - Closing remarks: Helen Freer, Investment Writing


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
3 weeks ago
11 minutes

Moving Markets: Daily News
Progress in trade negotiations lift markets

Global equity markets rally on US-Japan trade deal progress, sparking hopes for EU agreements, with equities surging and gold easing. Japan’s Nikkei 225 reaches a new all-time high, as does the S&P 500. In earnings: Alphabet surprises positively, while Tesla disappoints. Companies reporting today include industry giants like Nestle, Roche, Deutsche Bank, and LVMH. The ECB is not expected to cut rates today, with the market’s focus on its outlook. Carsten Menke, Head of Next Generation Research, discusses China's historic new hydropower project – which is six times bigger than the Three Gorges Dam – and explores its potential impact on iron ore and steel prices.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:25) - Markets wrap-up: Mike Rauber, Investment Writing
  • (05:58) - Iron ore and steel: Carsten Menke, Head of Next Generation Research
  • (09:51) - Closing remarks: Helen Freer, Investment Writing


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
3 weeks ago
11 minutes

Moving Markets: Daily News
Earnings and trade deals keep markets busy

The current earnings season is proving particularly intriguing, with some companies surpassing analyst expectations and others struggling, particularly due to the impact of US tariffs. On the subject of tariffs, the recently announced US-Japan trade deal has boosted market confidence and fuelled optimism that others, such as the European Union, may also be able to secure similar deals. Meanwhile, attention is slowly but surely shifting towards interest rate decisions, with the ECB set to announce its decision tomorrow and the US Federal Reserve scheduled to follow next week. Joining us on the show today is Manuel Villegas from Next Generation Research, who provides an update and outlook on the crypto space.

  • (00:00) - Introduction: Jan Bopp, Investment Writing
  • (00:35) - Markets wrap-up: Lucija Caculovic, Investment Writing
  • (07:10) - Digital assets: Manuel Villegas, Next Generation Research
  • (10:37) - Closing remarks: Jan Bopp, Investment Writing


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
3 weeks ago
11 minutes

Moving Markets: Daily News
US stocks hit a new record - despite trade unease

The US stock market reached new heights, driven by the strong performance of several of the top tech giants, but the broader market failed to follow suit. Meanwhile, government bond yields declined across the board as the deadline for President Trump's trade negotiations, set for 1 August, draws closer. Mathieu Racheter, Head of Equity Strategy Research, offers his insights on the Japanese market in the aftermath of the recent election upheaval and provides a comprehensive overview of the earnings season thus far.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:35) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (07:04) - Implications of Japan elections and earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (11:27) - Closing remarks: Helen Freer, Investment Writing


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
4 weeks ago
12 minutes

Moving Markets: Daily News
A historic upset in Japan

Japan's Upper House election has sparked market uncertainty after the ruling LDP coalition lost control. Nevertheless, the JPY remained surprisingly stable. The S&P 500 and MSCI World indices reached new heights last week, bolstered by robust economic data and impressive corporate earnings. The US Congress passes legislation regulating stablecoins, thereby giving credibility to the digital asset industry. According to Mensur Pocinci, Head of Technical Analysis, the CHF is likely to maintain its strength, and small- and mid-cap stocks are currently preferred over large-cap equivalents in the Swiss equities market.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:28) - Markets wrap-up: Mike Rauber, Investment Writing
  • (06:09) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (09:17) - Closing remarks: Helen Freer, Investment Writing


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Show more...
4 weeks ago
10 minutes

Moving Markets: Daily News
Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.