Moving Markets

Julius Baer
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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.

  1. From turmoil to turnaround – markets shift on de-escalation hopes

    13 HR AGO

    From turmoil to turnaround – markets shift on de-escalation hopes

    Global equities staged a sharp rebound yesterday after reports of a potential de‑escalation in the Middle East conflict. Brent crude saw one of its biggest intraday swings on record, and short‑dated US Treasury yields dropped sharply. Asian markets also retraced some of their steep losses from the previous session. In today’s episode, we’re joined by Carsten Menke, Head of Next Generation Research, who shares why he remains constructive on the Buildings & Infrastructure theme in Germany. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:35) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:02) - Germany’s infrastructure spending: Carsten Menke, Head of Next Generation Research (09:48) - 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.

    11 min
  2. Central banks keeping calm and carrying on as Gulf tensions escalate

    1 DAY AGO

    Central banks keeping calm and carrying on as Gulf tensions escalate

    Equity markets in Asia have followed their US peers lower this morning after President’s Trump’s 48-hour ultimatum to Iran to reopen the Strait of Hormuz was issued on Saturday evening. Iran’s Revolutionary Guards have responded that the Strait will remain closed until their power plants are rebuilt. They also warned that if Washington carries out its threat to obliterate their power plants, they will target energy anddesalination facilities in the Gulf. US Treasury bonds continue to see their prices fall, gold and silver are lower, and oil is trading on every headline. Our Chief Economist, David Kohl, joins today’s podcast to wrap up last week’s key central bank decisions and provide his assessment of how they are tackling the increasing threat of inflation. Meanwhile, Mensur Pocinci, Head of Technical Analysis, provides his insights into the correction in equity markets, and also where he sees risk appetite remaining intact. Tune in for the details! (00:00) - Introduction: Helen Freer, Product & Investment Content (00:35) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (05:37) - Central bank meetings: David Kohl, Chief Economist (11:36) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (14:21) - 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.

    15 min
  3. The View Beyond: Central Banks’ response to the Energy Crisis

    3 DAYS AGO

    The View Beyond: Central Banks’ response to the Energy Crisis

    With geopolitical tensions in the Middle East driving a new wave of uncertainty, investors are watching central bank decisions and accompanying statements very closely. How are policymakers responding, and what does this mean for fixed income positioning? In this episode of The View Beyond, Bernadette Anderko is joined by Dario Messi, Julius Baer’s Head of Fixed Income Research, to discuss the week’s mammoth round of central bank meetings. The conversation explores how recent geopolitical developments are shaping inflation expectations, and the challenges that these pose for central banks. Dario shares his perspective on why a hawkish tone from policy makers is justified but may not necessarily translate into actual policy tightening. He also offers his insights for fixed income investors navigating the current environment. (00:00) - Introduction (01:13) - Takeaways from the Fed’s decision (02:42) - Swiss National Bank and European Central Bank (03:57) - Has the rate-cut narrative been derailed? (06:40) - Will sounding hawkish translate into being hawkish? (08:06) - Implications for bond markets and yield curves (09:33) - Fixed income scenarios (11:05) - Closing remarks and legal disclaimer 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.

    12 min
  4. Choppy trading persists as rate jitters and Middle East risks collide

    4 DAYS AGO

    Choppy trading persists as rate jitters and Middle East risks collide

    Equity markets turned choppy heading into the weekend, while oil prices cooled as investors weighed efforts by the US and Israel to ease concerns over the Iran war. Anxieties over hawkish central bank policies and upward pressure on rates also weighed on sentiment. However, the market continues to be very sensitive to any signs of potential de-escalation. Thomas Caflisch, Head of FX Sales Switzerland, talks about gold and the impact of the oil price on currency markets and the US dollar in particular. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Jan Bopp, Product & Investment Content (05:50) - FX & metals update: Thomas Caflisch, Head of FX/PM Solutions (10:49) - 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.

    12 min
  5. Oil spike rekindles inflation fears, putting markets on edge

    5 DAYS AGO

    Oil spike rekindles inflation fears, putting markets on edge

    Equity markets are sliding and bond yields are climbing as oil and gas prices surge amid a new wave of escalation in the Middle East. At the same time, central bankers are holding their breath as inflation expectations edge higher. In today’s episode, we welcome Norbert Rücker, Head of Economics and Next Generation Research, and Carsten Menke, Head of Next Generation Research, who share their latest insights on the future trajectory of energy and precious metals prices. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:34) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:46) - Energy markets: Norbert Rücker, Head of Economics & Next Generation Research (11:29) - Precious Metals: Carsten Menke, Head of Next Generation Research (14:57) - 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.

    16 min
  6. Markets hold steady despite Middle East tensions

    6 DAYS AGO

    Markets hold steady despite Middle East tensions

    Global markets held up yesterday despite rising oil prices and escalating tensions in Iran, with European and US equities closing higher. Asian markets rallied strongly overnight, led by South Korea and Japan. More broadly though, investors remain cautious as sentiment cools in Europe and central banks prepare for key policy decisions. Today we’re joined by Afonso Borges, Fixed Income Research Analyst, to discuss this week’s monetary policy decisions, and Mathieu Racheter, Head of Equity Strategy Research, who brings us the latest on Swiss equities. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:36) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (07:12) - Bond market update: Afonso Borges, Fixed Income Research (10:39) - Equity market update - Switzerland: Mathieu Racheter, Head of Equity Strategy Research (14:41) - 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.

    16 min
  7. Oil jitters, NVIDIA’s big product presentation, Trump hits pause on China trip

    17 MAR

    Oil jitters, NVIDIA’s big product presentation, Trump hits pause on China trip

    Markets rebounded on Monday as declining oil prices during the day briefly eased inflation concerns, supported by IEA oil supply assurances and US comments on shipping through the Strait of Hormuz. European and US equities advanced, led by artificial‑intelligence names, with Nvidia in focus after its major product event. Australia’s central bank raised rates by 25 basis points. In Asia, markets flattened as oil prices climbed again amid Middle East tensions, and President Trump postponed his trip to China because of the Iran war, driving European equity futures into the red prior to open. Damien Ng from Next Generation Research discusses renewed investor and large‑cap pharma interest in biotechnology, with a focus on Genomics. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:55) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:44) - Emerging investment opportunities in gene testing and immunotherapy: Damien Ng, Next Generation Research (13:07) - 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.

    14 min
  8. Markets attempting a positive start to the week

    16 MAR

    Markets attempting a positive start to the week

    US markets closed lower on the day, and the week, on Friday but the S&P 500 is still only 5% off its all-time high. The US military struck Iran’s Kharg Island on Friday but as yet they have not targeted the oil infrastructure. President Trump is now calling for a coalition of countries to send ships to help escort cargo through the Strait of Hormuz, sending oil prices a little lower again. China and Hong Kong’s equities have rallied this morning as have South Korea’s, and futures point to a positive start to a central bank ‘super week’. Mensur Pocinci, Head of Technical Analysis, explains why 200-day moving averages are a key factor to watch in attempting to determine where markets might go from here, but at the same time it is important to focus on market breadth. Tune in to hear more. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:42) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (05:28) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (09:18) - 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.

    10 min
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About

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.

Information

  • Creator
    Julius Baer
  • Years Active
    2022 - 2026
  • Episodes
    951
  • Rating
    Clean
  • Copyright
    © 2026 Julius Baer
  • Show Website
    Moving Markets

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