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Moving Markets: Daily Summaries Delivered
by Julius Baer
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 independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer.
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- Today12 min
Oil slides and equities rally on the blue wave
Global markets rallied after the Democrats secured control of both chambers of Congress in the US midterm elections, fuelling hopes of reduced policy uncertainty and easing geopolitical tensions. Oil prices plunged nearly 9% as investors bet on a faster resolution to the US-Iran conflict, while bond yields fell and equities surged on both sides of the Atlantic. However, technology stocks were mixed, with AI platform giants advancing, while semiconductor and data centre shares came under pressure. Tim Gagie, Head of FX & Precious Metals Advisory in Geneva, joins today’s show to talk about the impact of the Democratic sweep on currencies and metals. - Introduction: Mike Rauber, Product & Investment Content - Markets wrap-up: Helen Freer, Product & Investment Content - FX & metals update: Tim Gagie, Head of FX & Precious Metals Sales Geneva - Closing remarks: Mike Rauber, 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.
- Yesterday14 min
What now for equities and bonds after the blue wave?
Markets initially sold off after the Democratic blue wave in the US midterms, but much of the decline in equities, bond yields and the dollar quickly reversed. AI sentiment remained resilient, with AMD raising guidance and Meta attracting strong demand for its USD 15 billion bond issue. Gold climbed above USD 4,000 per ounce on the prospect of greater political uncertainty, while Asian markets rebounded despite softer Chinese services data. Dario Messi, Head of Fixed Income Research, sees political gridlock as supportive for US Treasuries and highlights attractive value in high-quality intermediate-duration bonds. Mathieu Racheter, Head of Equity Strategy, believes policy uncertainty around regulation, taxation and AI spending could weigh on US stocks, supporting the case for international diversification. - Introduction: Bernadette Anderko, Product & Investment Content - Markets wrap-up: Mike Rauber, Product & Investment Content - Bond Market reaction to US midterm elections: Dario Messi, Head of Fixed Income - Equities in the wake of midterms: Mathieu Racheter, Head of Equity Strategy Research - Closing remarks: Bernadette Anderko, 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.
- 2 days ago12 min
Oil plunges, tech under pressure
A dramatic drop in oil prices set the tone for global markets yesterday, as investors reacted to signs of progress in US-Iran negotiations. Lower energy prices boosted European equities and particularly travel and leisure stocks, but concerns surrounding the AI trade continued to drag on US technology names. China's yuan is set for its biggest one-day drop against the dollar for six months today, after the central bank said it would raise the amount of foreign currency that financial institutions have to set aside as reserves. The US midterm elections dominate the political agenda today, with polls suggesting that the Democrats are favoured to win the House, but the Senate will be a close call. Carsten Menke, Head of Next Generation Research, joins the show to talk about cybersecurity after the world's largest crypto exchange, Binance, was hacked last week. - Introduction: Bernadette Anderko, Product & Investment Content - Markets wrap-up: Helen Freer, Product & Investment Content - Cybersecurity in focus: Carsten Menke, Head of Next Generation Research - Closing remarks: Bernadette Anderko, 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.
- 3 days ago11 min
US equity markets sneezed on Friday but Asia hasn’t caught the cold
The last trading day of October saw the rotation trade continue with the Nasdaq Composite and S&P 500 falling more than the blue-chip Dow Jones, which was also the only one of the three indices to end the month higher than it began it. Asian markets - with the exception of Japan - have rallied at the start of this week, and there has been good news in China, signalling that authorities have renewed their efforts to halt a slump. In a week where investors might become distracted by US politics, Head of Technical Analysis, Mensur Pocinci, delves into the mechanics of the US equity sell-off to untangle the moves in the IT and Communications sectors, and what they might mean for investors - Introduction: Helen Freer, Product & Investment Content - Markets wrap-up: Bernadette Anderko, Product & Investment Content - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis - 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.
- 5 days ago18 min
The View Beyond: Will the French fallout spread?
Unrest in France has escalated from student protests to broader concerns about public finances and long-term growth, putting French assets under pressure and raising questions about potential contagion across Europe. Investors are now assessing which sectors and asset classes are most exposed and whether the turmoil could trigger wider instability.In this episode, Bernadette Anderko is joined by David Kohl, Chief Economist at Julius Baer, and Nenad Dinic, European Equity Strategist at Julius Baer, to analyse the drivers behind the French protests, the implications for French government bonds and equities, and the likelihood of spillover into other European markets. The discussion covers sector-specific risks, the impact of fiscal policy and political uncertainty, and what it would take for sentiment to improve. The episode concludes with reflections on the latest European Central Bank meeting and Christine Lagarde’s resignation. - What’s driving the French protests and why markets are reacting - Investor concerns: French government bonds and equities - Risk of contagion to other European assets - What rising French bond yields signal for investors - Which sectors and companies are most exposed? - Why have French equities underperformed? - Are there opportunities after the French equity sell-off? - What needs to change to improve France’s fiscal situation - ECB meeting takeaways and Christine Lagarde’s resignation - Closing remarks - Legal information 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.
- 6 days ago12 min
A surprise exit, sinking tech, and a flight to safety
Markets are digesting a major ECB surprise as Christine Lagarde announces her early departure while keeping the door open to another rate hike. Meanwhile, investors are rotating out of technology despite resilient US growth, with Alphabet, Amazon, and Intel all under pressure. We also discuss the risk-off mood sweeping Asia, the Bank of Japan's milestone inflation declaration, and the largest crypto hack on record. Tim Gagie, Head of FX and Precious Metals Advisory Geneva, joins us to discuss the euro, the sell-off in precious metals and the sharp move in the Brazilian real following the surprise election outcome. - Introduction: Bernadette Anderko, Product & Investment Content - Markets wrap-up: Mike Rauber, Product & Investment Content - FX & metals update: Tim Gagie, Head of FX and Precious Metals Advisory Geneva - Closing remarks: Bernadette Anderko, 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.
- 1 weeks ago12 min
AI earnings upset the applecart
Chip stocks lifted US stock markets, helping them to close higher on Wednesday, but Alphabet and Samsung's earnings have since dampened investors' enthusiasm. The Bank of Canada raised rates by 25 basis points whilst the Fed stayed on hold. Today it's Europe's turn and the ECB is also expected to keep its powder dry. Gold dipped below the magic USD 4,000 per ounce this week and silver has fallen too. Carsten Menke, Head of Next Generation Research, offers his insights into what might be behind the moves, and shares his views on the longer-term outlook for both precious metals. - Introduction: Helen Freer, Product & Investment Content - Markets wrap-up: Bernadette Anderko, Product & Investment Content - Gold and silver: Carsten Menke, Head of Next Generation Research - 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.
- 1 weeks ago13 min
AI optimism returns as central banks and hyperscalers take centre stage
Anthropic’s IPO filing has reignited enthusiasm for the technology and semiconductor sectors, providing fresh momentum for the broader AI ecosystem ahead of earnings releases from Microsoft and Alphabet after the US market close today. Meanwhile, government bond yields are edging higher this morning as investors remain cautious ahead of policy meetings from the world's three major central banks in the coming days. In today’s episode, we are joined by Eirini Tsekeridou from Fixed Income Research and Nenad Dinic from Equity Strategy Research. They discuss what investors can expect from Brazilian President Luiz Inácio Lula da Silva’s fourth term in office and the key themes to watch as the European earnings season gathers pace, respectively. - Introduction: Helen Freer, Product & Investment Content - Markets wrap-up: Roman Canziani, Head of Product & Investment Content - Brazilian bonds: Eirini Tsekeridou, Fixed Income Research - European earnings season: Nenad Dinic, Equity Strategy Research - 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.
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About 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 independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer.
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