

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


Earnings season keeps investors busy

Monetary policy and earnings in the spotlight

Are AI-related earnings expectations impossible to meet?

Equities buoyed by strong corporate and economic data

Investor sentiment improves as geopolitical risk fades

Asia kicks off the week with a relief rally on lack of escalation in the Middle East

Stocks fall on Middle East worries

New sanctions on Russian industrial metals

Sticky inflation prompts Fed to delay rate cuts

Markets lower on geopolitical fears

Yields remain high, equities rebound, and gold prints a new high

Markets under the spell of higher US inflation

Everyone’s waiting for US inflation data

Who will move first – the ECB or the Fed?

10-year US rates approaching key levels

Stocks slip and oil gains on Middle East jitters

Global equities back in the green

A poor start to the new quarter

Stocks down and yields up on strong US factory data
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