Moving Markets
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 importan...
Episodes
Falling oil prices calm markets ahead of inflation test
Markets found their footing yesterday despite an intensification of US sanctions on Iran, as traders focused on the shif...
Equities pause for breath ahead of Big Tech earnings
Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jo...
US inflation data, Nvidia, and Jackson Hole will shape the week ahead
Stronger-than-expected US PMI data could not save equities from a down week as rising bond yields and the Treasury's bon...
The View Beyond: Strong Q2 earnings season supports broader equity story
The Q2 earnings season delivered a strong set of results, with positive surprises across sectors and regions. As investo...
Stocks dip as oil and bond yields rise
Markets largely dipped yesterday as geopolitical tensions, rising oil prices and disappointing guidance from Walmart wei...
Fed Minutes trumped by US Treasury announcement
The US Treasury provided a boost to bond and equity markets yesterday, announcing that it will more than double repurcha...
Bonds in freefall, tech in trouble
A global bond sell-off sent yields to multi-year highs, dragging equities lower as tech stocks bore the brunt amid persi...
Rising US Treasury yields and Anthropic’s momentum
Higher oil prices and rising bond yields weighed on equity markets, pushing global stocks lower at the start of the week...
Yields rise, oil surges and Japan leads the markets
Global market performance was mixed last week, with Japanese equities emerging as the standout winner, driven by strong ...
The View Beyond: Has the AI correction bottomed out?
With Korean semiconductor stocks down nearly 50% from their June peak, has the AI correction finally run its course? Whe...
100 episodes · Page 1 / 10
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