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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. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.
Latest Episodes
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- Yesterday16 min
AI jitters, Big Tech earnings & the Fed decision
A sharp market rotation took centre stage on Tuesday as investors moved out of chipmakers and into healthcare and financial stocks, pushing both sectors to fresh record highs. Even blockbuster results from AI memory leader SK Hynix failed to ease concerns, extending the sell-off in semiconductor stocks ahead of a crucial week for Big Tech earnings. With the Federal Reserve set to announce its latest interest rate decision today, markets are bracing for the next major catalyst. Dario Messi, Head of Fixed Income Research, shares his expectations for the Fed’s decision and what it could mean for investors. We also speak with Mathieu Racheter, Head of Equity Strategy Research, for the latest insights into the Q2 earnings season. - Introduction: Lucija Caculovic, Product & Investment Content - Markets wrap-up: Jan Bopp, Product & Investment Content - Fed preview: Dario Messi, Head of Fixed Income - Q2 earnings season: Mathieu Racheter, Head of Equity Strategy - Closing remarks: Lucija Caculovic, 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
Oil retreats as markets face a critical week ahead
Markets are starting the week on a firmer footing as a pause in Middle East hostilities pushes oil prices lower and eases inflation concerns. The move follows a cautious week for investors, with concerns about AI spending, rising bond yields and escalating geopolitical tensions weighing on sentiment. Most major US equity indices ended the week lower, while European equities proved relatively resilient and both Japanese and Chinese markets posted gains. Attention now turns to a pivotal week featuring the Federal Reserve's policy decision, key US economic releases, and earnings releases from Microsoft, Meta, Apple and Amazon. Joining us today is Mensur Pocinci, Head of Technical Analysis, who shares his views on market concentration in US equities, the importance of diversification and the recent pullback in momentum stocks. - Introduction: Helen Freer, Product & Investment Content - Markets wrap-up: Lucija Caculovic, 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 ago12 min
The View Beyond: Implications of a warmer world
As Europe faces increasingly frequent and severe heatwaves, the implications extend far beyond discomfort. The rising temperatures are creating urgent challenges with regard to public health, economic resilience, and urban infrastructure. What does a warmer world mean for the way we live, work, and invest?In this episode, Helen Freer is joined by Dr. Damien Ng, an analyst in Julius Baer’s Next Generation research team, to discuss how higher global temperatures are reshaping the risk landscape for populations and investors alike. The conversation explores how heatwaves are becoming a major public health concern, the mounting pressure on healthcare systems, and the economic impact of extreme heat. Dr. Ng also explains the concept of urban heat islands, and how innovations like sponge cities can help build resilience. - Introduction - Why heatwaves are a growing public health concern - Understanding the concept of excess deaths during heatwaves - The role of human-induced climate change - Implications for healthcare systems in Europe - The economic impact of heatwaves and other climate-related disasters - The heat island effect in cities - How sponge cities can build resilience - Investments needed to handle a hotter climate - The link between climate resilience and longevity - Key takeaways - 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
Markets on edge: rising oil, higher yields and the AI spending debate
Global equities traded lower as oil prices surged in response to escalating tensions in the Middle East, while renewed concerns over AI-related capital expenditure weighed on investor sentiment. Although the European Central Bank left interest rates unchanged, expectations of further policy tightening later this year have strengthened, pushing bond yields higher across major markets. In today's episode, Tim Gagie, Head of FX Advisory in Geneva, shares his insights on the latest developments in foreign exchange and metals markets, and what they could mean for investors. - Introduction: Helen Freer, Product & Investment Content - Markets wrap-up: Roman Canziani, Head of Product & Investment Content - FX & metals update: Tim Gagie, Head of FX / Portfolio Management, Private Banking Geneva - 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 ago11 min
Oil prices rise on escalating geopolitical tensions
Oil prices continue to surge as tensions between the US and Iran raise concerns about global energy supplies and economic growth. There were knock-on effects in bond markets with the 10-year US Treasury yield rising to a two-month high. Alphabet and Tesla were the first of the Magnificent 7 stocks to report earnings after the bell yesterday – both stocks fell in extended trading. At the European Central Bank meeting later today interest rates are expected to be held steady. Mathieu Racheter, Head of Equity Strategy Research, joins the show to provide an update on the Q2 earnings season so far and explains why the investment case for US banks remains. - Introduction: Jan Bopp, Product & Investment Content - Markets wrap-up: Helen Freer, Product & Investment Content - Earnings season update: Mathieu Racheter, Head of Equity Strategy Research - 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.
- 1 weeks ago12 min
Geopolitics lifts oil, tariffs return, and markets look to earnings
Markets faced a fresh wave of geopolitical risk as the conflict involving the US, Iran and the Houthis escalated, pushing oil prices higher. Yet equities remained resilient, with positive corporate earnings and strength in semiconductors helping offset investor concerns. Elsewhere, the US announced a 50% tariff on a broad range of Canadian imports, Japan's yen weakened beyond 163 against the dollar despite intervention warnings, and competition intensified in the obesity drug market as Novo Nordisk sued Eli Lilly. Investors now await results from Alphabet and Tesla while continuing to monitor developments in the Middle East. We are also joined by Dario Messi, Head of Fixed Income Research, to discuss what to expect from tomorrow's ECB meeting and whether higher oil prices could prompt the ECB to adopt a more hawkish stance. - Introduction: Jan Bopp, Product & Investment Content - Markets wrap-up: Lucija Caculovic, Product & Investment Content - Fixed income update: Dario Messi, Head of Fixed Income - 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.
- 1 weeks ago14 min
Burnham's debut, bond market jitters and the future of AI in BioPharma
Burnham's debut, bond market jitters and the future of AI in BioPharma Markets were relatively quiet yesterday, but developments in the UK drew investor attention. Prime Minister Andy Burnham's policy announcements sparked concerns over the fiscal outlook, sending gilt yields higher, while John Healey's appointment as Chancellor raised fresh questions about economic policy. Meanwhile, semiconductor stocks rebounded, and oil prices swung sharply. Damien Ng from our Next Generation Research team joins us to discuss why AI's impact on BioPharma is likely to unfold over the coming years, rather than quarters. - Introduction: Helen Freer, Product & Investment Content - Markets wrap-up: Roman Canziani, Head of Product & Investment Content - Genomics: Damien Ng, 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 ago9 min
Chip stocks enter bear market: healthy consolidation or change in trend?
Semiconductor stocks have plunged more than 20% from their recent highs, officially entering bear market territory after China’s Moonshot launched its Kimi K3 model sparking fears of intensifying global competition. Amid rising concerns over stretched valuations, geopolitical risks, and a critical earnings week ahead – including reports from Alphabet, SK Hynix, and Tesla – markets stand at a crossroads. Mensur Pocinci, Head of Technical Analysis, explains why the long-term uptrend of semiconductors remains intact despite the sell-off and what this means for broader equity markets. - Introduction: Lucija Caculovic, Product & Investment Content - Markets wrap-up: Jan Bopp, Product & Investment Content - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis - Closing remarks: Lucija Caculovic, 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.
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. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.
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