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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 important legal information prior to listening to this podcast.

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Episodes

1,146 episodes

  1. The View Beyond: Embracing complexity, unlocking alpha in value-driven private equity 30:44
  2. Nvidia resignation rocks tech world as oil and yields surge 13:39
  3. Will he stay or will he go? 10:15
  4. Anthropic's trillion-dollar ambition meets hot inflation & jumbo-hike fears 11:38
  5. (Almost) all of the headlines point to tech 13:10
  6. Markets digesting a momentous week 9:49
  7. The View Beyond: US midterms impact on Asian markets 15:15
  8. Nasdaq correction creates panic selling 13:07
  9. Oil slides and equities rally on the blue wave 12:31
  10. What now for equities and bonds after the blue wave? 13:55
  11. Oil plunges, tech under pressure 12:30
  12. US equity markets sneezed on Friday but Asia hasn’t caught the cold 11:09
  13. The View Beyond: Will the French fallout spread? 18:24
  14. A surprise exit, sinking tech, and a flight to safety 12:13
  15. AI earnings upset the applecart 12:10
  16. AI optimism returns as central banks and hyperscalers take centre stage 13:54
  17. AI sparks a market rebound 12:13
  18. AI doubts, oil fears and a defining week ahead 11:12
  19. The View Beyond: What's really driving markets? 21:38
  20. Tech turmoil and China’s market test 12:54
  21. What a difference a day makes 12:43
  22. Oil swings, markets broaden, SpaceX soars 18:35
  23. Markets diverge as France rattles Europe and AI rebounds 14:02
  24. Flying cars and falling chips 10:58
  25. The View Beyond: China's post-Golden Week reality check 24:26
  26. Equities up, bond prices up, Fed hike expectations down 11:48
  27. Hot US inflation, AI under pressure and iron ore's price divide 12:48
  28. Fed hopes, AI fears, and banks that fail to impress 15:05
  29. Geopolitics drive markets while AI faces new challenges 13:20
  30. SpaceX shocks telecoms, oil defies geopolitics, and earnings season begins 11:23
  31. The View Beyond: AI: Money for nothing? 21:44
  32. Markets shake off OpenAI fears and bond bulls return to the table 14:21
  33. Bond markets, the oil puzzle and electric vehicles 13:11
  34. S&P 500 at record high as earnings loom and French risks persist 14:20
  35. Markets rally, France stumbles and the obesity revolution accelerates 13:04
  36. Weak payrolls lift stocks, but yields stay elevated 12:59
  37. The View Beyond: Higher yields, risk or opportunity? 17:50
  38. Yields surge, oil rallies, and all eyes turn to payrolls 12:29
  39. Sticky inflation meets resilient markets 12:25
  40. Fed's Williams tempers October hike fears 10:45
  41. Yields up, AI accelerates, cities adapt 11:35
  42. Oil rallies, bonds struggle and equities hold their ground 11:24
  43. The View Beyond: Can Trump-Xi talks shift market sentiment? 27:08
  44. Dollar strength, gold’s next move and painfully high yields 11:37
  45. US Treasury yields surge the most since last year’s tariff turmoil and what's next for gold? 12:40
  46. AI rally powers Nasdaq to record high 15:06
  47. A new Muse inspires equity markets 14:36
  48. Oil prices fall ahead of a busy week 10:39
  49. The View Beyond: Earnings growth beyond the Magnificent Seven 24:04
  50. Stocks jump as oil and yields retreat 18:41