

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


Best monthly return for the 60/40 portfolio since 1991

Equities soar as bond yields plunge

Fed speak triggers a US Treasury rally – stocks have not reacted (yet)

Investor sentiment buoyed on bets of an end to Fed hiking cycle

Yields rise ahead of fresh inflation data, but equities remain ‘all green’

Investors await US PMI data

Investor sentiment buoyed by mixed data and lower yields

US Treasury auctions are of interest again

US equities continue their march higher

Big changes coming to OpenAI and in Argentina

China and the US take centre stage

Stock markets boosted by encouraging US inflation data

Equity markets rally as US CPI retreats

Markets muted ahead of key US CPI data

The year-end rally continues

Markets react nervously to Powell’s speech

Equities continue to rally as Chinese data disappoints

Oil hits a three-month low and stock rally pauses as traders mull Fed ‘pivot’

US stocks hold on to gains as investors await new Fed-speak
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