Moving Markets

Tech sell-off drowns out US–Iran oil news

US and Iran agree on roadmap for final deal

The View Beyond: China’s old and new tech divide

The Chinese market exhibits a profound K-shaped divergence, where traditional sectors struggle amidst economic deceleration while AI infrastructure and high-value manufacturing thrive. This structural shift reflects a broader transition as policymakers prioritize new industries over real estate, leading to a decline in...

A week dominated by geopolitics and central banks

Hawkish Fed, calmer world? Markets reprice as geopolitics shift

SpaceX overtakes Amazon in market cap

Markets rally on Iran progress as AI price war heats up

Markets surge as Iran and US agree to a deal

The View Beyond: Our mid-year outlook for markets

Middle East developments and SpaceX debut captivate markets

Markets under pressure: gold, rates, and rising tensions

Fragile ceasefire meets IPO revival

All about tech – from semiconductors to data centres

Tech sell-off widens as Asian markets dive

The View Beyond: Thoughts from our CIO on how to invest in a crisis

A reality check for AI?

From record highs to a reality check – Julius Baer Group CIO Yves Bonzon on markets

Who will be the next trillion-dollar tech giant?

Geopolitics push oil higher while AI momentum powers US markets

Markets boosted by AI as they shrug off the lack of a deal