

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.
Episodes


Rate hike expectations rise after Warsh’s speech at Jackson hole

The View Beyond: Why the short end looks sweet

The NVIDIA rally yesterday and Kevin Warsh's speech today

NVIDIA delivers fuelling the AI trade

Falling oil prices calm markets ahead of inflation test

Equities pause for breath ahead of Big Tech earnings

US inflation data, Nvidia, and Jackson Hole will shape the week ahead

The View Beyond: Strong Q2 earnings season supports broader equity story

Stocks dip as oil and bond yields rise

Fed Minutes trumped by US Treasury announcement

Bonds in freefall, tech in trouble

Rising US Treasury yields and Anthropic’s momentum

Yields rise, oil surges and Japan leads the markets

The View Beyond: Has the AI correction bottomed out?

Stocks at highs, bonds reprice and the bear case for oil

Tech stocks rally as inflation cools

Oil climbs ahead of key US inflation data

Funding the AI revolution and a resilient eurozone

Berkshire Hathaway back in action as equity markets reach new all-time highs
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
