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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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- 2 days ago24 min
The View Beyond: Earnings growth beyond the Magnificent Seven
Equity markets in 2026 have delivered a volatile ride, with a strong rebound pushing most major indices into positive territory. But as investor focus narrows on AI and the so-called Magnificent Seven, where should attention shift for the remainder of the year—and what risks are hiding in plain sight?In this episode, Ayako Lehmann, Head of Webcasts & Video, is joined by Philipp Lienhardt, Head of Equity Research at Julius Baer, for a deep dive into the drivers of equity market performance in 2026. They discuss regional and sector standouts, the breadth of earnings growth beyond mega cap technology stocks, and the implications of increasing market concentration. The conversation covers sector positioning—why financials, health care, and communications remain overweight—and explores the outlook for subsectors including retail banks, payment networks, pharma, biotech, MedTech, and telecom operators. Philipp also shares practical guidance on avoiding common equity investing mistakes as year-end approaches. - Introduction - Equity market performance in 2026 - Sector winners and laggards year to date - Key surprises from the latest earnings season - The challenge of beating market expectations - Concentration risk and the AI-driven rally - Equity research process and sector ranking - Overweight sectors: financials, health care, communications - Financials: retail banks, payment networks, rating agencies - Health care: pharma, biotech, MedTech - Communications: internet platforms, telecom operators, AI infrastructure - Year-end investing mistakes to avoid - 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.
- 3 days ago18 min
Stocks jump as oil and yields retreat
Markets rebounded after three tough sessions, fuelled by a reassuring Federal Reserve, easing yields, and falling oil prices. Julius Baer Chief Economist David Kohl breaks down what the latest Fed decision means for the US economy and shares his expectations for the Bank of Japan following its overnight rate hike. Meanwhile, Tim Gagie, Head of FX Advisory in Geneva, explores the implications for the US dollar and explains why gold continues to shine. - Introduction: Lucija Caculovic, Product & Investment Content - Markets wrap-up: Jan Bopp, Product & Investment Content - Fed and BOJ: David Kohl, Chief Economist - FX & metals update: Tim Gagie, Head of FX & Precious Metals Sales Geneva - 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.
- 4 days ago14 min
Markets react to a hawkish Fed whilst digesting the latest energy price moves
The US Federal Reserve raised interest rates by 25 basis points to 3.75%-4.00%, its first hike in three years. The accompanying projections and comments from Fed Chair Kevin Warsh signalled a hawkish tilt. Markets responded by raising expectations for another rate hike by year-end, lifting the USD and short-term Treasury yields, while gold held up well. Equities weakened overall, although losses were relatively modest outside the Dow Jones. Norbert Rücker, Head of Economics and Next Generation Research, discusses high oil, but even higher, diesel prices and why political interference is unlikely to derail the energy transition. Fixed income strategist, Afonso Borges, notes that bond markets have taken the Fed's communication mostly positively. - Introduction: Bernadette Anderko, Product & Investment Content - Markets wrap-up: Mike Rauber, Product & Investment Content - Energy markets update: Norbert Rücker, Head of Economics & Next Generation Research - Fixed income update: Afonso Borges, Fixed Income 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.
- 5 days ago13 min
Bond yields surge ahead of Fed decision
Rising oil prices and higher inflation concerns dominated markets as investors prepared for the Federal Reserve's highly anticipated rate decision. Treasury yields climbed to multi-decade highs, with the US 10-year yield breaching 5%, while government bond yields moved sharply higher across Europe and Asia. Equity markets struggled under the weight of rising rates, although energy stocks outperformed as oil prices rallied on supply disruption fears. In today's show, we discuss the key market drivers ahead of the Fed meeting and are joined by Mathieu Racheter, Head of Equity Strategy Research, who explains the latest changes to Swiss equity indices and examines what the recent rise in bond yields could mean for equity investors. - Introduction: Jan Bopp, Product & Investment Content - Markets wrap-up: Lucija Caculovic, Product & Investment Content - Equity market update: Mathieu Racheter, Head of Equity Strategy - 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.
- 6 days ago14 min
Beware the ides of September?
Oil prices and global bond yields continued their ascent on Monday and the US 10-year treasury yield has hit the 5.02% this morning - a level not seen since 2007. Markets are now pricing in a 92% probability of a rate hike at tomorrow's FOMC meeting. And with expectations amongst traders growing that this will just be the first hike in a cycle, Kevin Warsh's statement after the meeting will be even more closely scrutinised than normal. With AI headlines a key driver of global equity market in the last 24 hours, tune in to today's podcast to hear Next Generation research analyst Enrico Chinello's view on the unfolding situation and what it means for investors. - Introduction: Roman Canziani, Head of Product & Investment Content - Markets wrap-up: Bernadette Anderko, Product & Investment Content - AI - pacing the frontier?: Enrico Chinello, Next Generation - Closing remarks: Roman Canziani, Head of 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
Rates, risks and rising oil: a pivotal week for investors
Markets are starting a pivotal week on the back foot, as AI-related stocks retreat following safety concerns raised by the chief executives of Anthropic and OpenAI. Investor sentiment has been further dampened by reports that OpenAI is not expected to go public this year. Meanwhile, oil prices are moving higher as tensions in the Middle East continue to escalate. Against this backdrop, attention is turning to a busy week for monetary policy, with markets bracing for interest rate hikes from both the Federal Reserve and the Bank of Japan. In today’s episode, we are joined by Mensur Pocinci, Head of Technical Analysis, who shares his views on how much further oil prices could rise and where 10-year US Treasury yields may ultimately peak. - Introduction: Bernadette Anderko, Product & Investment Content - Markets wrap-up: Roman Canziani, Head of Product & Investment Content - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis - 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 ago16 min
The View Beyond: Market Outlook Year-End 2026 – US headlines, global opportunities
As we head towards the final quarter of 2026, investors face a shifting landscape where AI remains the key growth engine but market leadership is broadening beyond US technology. With volatility persisting and geopolitical risks still in focus, where might the best opportunities lie for investors positioning their portfolios for the year end?In this episode, Bernadette Anderko is joined by Julius Baer’s Head of Research, Christian Gattiker, and Richard Tang, Head of Research Hong Kong, to discuss their outlook for the markets for the year end. The conversation covers the evolving AI investment cycle and the broadening of equity market leadership, as well as the implications of US politics, Fed uncertainty, and ongoing Middle East tensions. They examine equity opportunities across regions and sectors globally, as well as their preferred positioning in fixed income. The conversation also covers the outlook for the US dollar, oil, and gold. And finally, there’s also a suggestion for investors about what not to do as they head towards 2027. - Introduction - Setting the big picture for 2026 and beyond - US market focus and the AI investment cycle - China’s economic outlook and policy stance - Japan: Rate hike expectations and yen dynamics - Central banks, Middle East tensions, and inflation impact - Portfolio positioning for year-end - Broadening equity market leadership - Fixed income opportunities and duration - Currencies, gold, and oil outlook - What investors should avoid now - Key takeaways from Asia and global perspective - 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.
- 1 weeks ago15 min
A hawkish ECB and 10-year US Treasury yield near 5%
US and European bond yields rose sharply as investors priced in higher inflation amid this week's rise in oil prices. The 10-year US Treasury yield approached 5%, but the increase in bond yields was truly global, weighing on global equities and precious metals. Despite the broader risk-off tone, AI-related investment remained a constructive theme, supported by Oracle’s results and Microsoft's data centre expansion plans. David Kohl, Chief Economist, discusses the ECB’s hawkish message and key considerations ahead of next week’s Fed meeting. - Introduction: Lucija Caculovic, Product & Investment Content - Markets wrap-up: Mike Rauber, Product & Investment Content - ECB and US inflation data: David Kohl, Chief Economist - 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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