Moving Markets: Daily News
Julius Baer
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Top 10 Moving Markets: Daily News Episodes
Goodpods has curated a list of the 10 best Moving Markets: Daily News episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Moving Markets: Daily News for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Moving Markets: Daily News episode by adding your comments to the episode page.
Special episode: How we manage money: Performance and risk
Moving Markets: Daily News
12/30/24 • 14 min
As part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts, today's show features a clip from a conversation where Julius Baer’s Chief Investment Officer Yves Bonzon joins journalist Hannah Wise to take a closer look at Julius Baer's investment strategy. They discuss performance and risk and how this impacts investors. Yves shares how we analyse and assess performance, how to avoid ‘bad’ performance and what ‘healthy’ performance looks like, especially in a volatile market. He also talks about the risks involved with performance, how we mitigate those risks, and how he measures his success as a CIO.
Our regular show that starts with daily market news returns on Monday 6th January.
00:00 Introduction by Helen Freer (Investment Writing)
00:54 How we manage money: Yves Bonzon (Group CIO) and Hannah Wise (Head of Investment Communications)
12:44 Closing remarks by Helen Freer (Investment Writing)
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Stock rally pauses to assess US CPI data
Moving Markets: Daily News
11/14/24 • 14 min
European bourses closed Wednesday’s session lower. The Nasdaq followed suit in the US, with the Dow and the S&P 500 ekeing out small gains on the day. This followed the release of October US CPI data which came in as expected and added support to the expectation of another interest rate cut by the US Federal Reserve in December. There was also further US political news last night as the Associated Press announced that the Republicans have secured a majority in the US House of Representatives, which means that the new president will have the power to enact his legislative agenda. With gold down 8% since Mr Trump’s victory, Carsten Menke, Head of Next Generation Research, delivers his assessment of where the precious metal will go now, and Nicolas Jordan joins from the CIO Office to update us on the current expectations of the bank’s investment committee.
00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)
05:30 Impact of Trump victory on gold: Carsten Menke (Head of Next Generation Research)
09:28 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Invnestment Analysis)
13:04 Closing remarks by Helen Freer (Investment Writing)
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.
Stock markets wobble again
Moving Markets: Daily News
04/05/23 • 10 min
US stocks snapped a four-day winning streak yesterday as concerns about the banking sector and the broader economic outlook persist. In addition, comments from Federal Reserve officials about higher interest rates for longer are further dampening sentiment at a time when Treasuries are coming off one of their most volatile quarters ever. Markus Allenspach, Head of Fixed Income Research, joins today’s episode to outline his views on fixed income
00:14 Introduction by Bernadette Anderko (Investment Writing)
00:35 Markets wrap-up by Lucija Caculovic (Investment Writing)
04:14 Bonds and the risk of a credit crunch by Markus Allenspach (Head of Fixed Income Research)
9:36 Closing remarks by Bernadette Anderko (Investment Writing)
All eyes on central banks this week
Moving Markets: Daily News
12/12/22 • 6 min
US equity markets closed in the red on Friday and posted losses for the week following the release of November’s producer price index figures which came in higher than expected, while the major European indices closed the day in positive territory on optimism after China’s strict Covid-19 rules were relaxed. It’s central bank week this week with the US Federal Reserve meeting on Wednesday, where a 50-basis-point hike is expected. Then we’ll hear from the European Central Bank, the Bank of England and the Swiss National Bank, among others, on Thursday. Mensur Pocinci, Head of Technical Analysis, provides his latest thoughts from a technical perspective.
00:14 Introduction and markets wrap-up by Helen Freer (Investment Writing)
03:16 Technical analysis update by Mensur Pocinci (Head of Technical Analysis Research)
05:33 Closing remarks by Helen Freer (Investment Writing)
Growth concerns are being balanced by China reopening
Moving Markets: Daily News
12/07/22 • 8 min
It was not an economic data release, but downbeat remarks from CEOs of major US banks about growth headwinds ahead that led the US equity market lower yesterday. Yet, on the positive side of the ledger, China’s National Health Commission announced 10 new measures to ease Covid restrictions. Dario Messi, from Fixed Income Research, joined the show to talk about why the fundamental backdrop for emerging market hard-currency bonds has turned attractive.
00:14 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
03:32 Emerging market hard currency bonds upgraded to ‘Overweight’ by Dario Messi (Fixed-income Research)
07:08 Closing remarks by Mike Rauber (Investment Writing)
Chinese central bank seeks to bolster investor confidence
Moving Markets: Daily News
10/26/22 • 7 min
Chinese stocks in Hong Kong extended their rebound from their historic rout earlier this week, as authorities sought to bolster investor confidence in one of the worst-performing markets this year. Rishi Sunak is under criticism for reappointing a number of scandal-plagued former ministers to senior government positions. Philipp Lienhardt, Head of Equity Research, gives an earnings season update.
00:09 Introduction and markets wrap-up by Alexander Petersen (Investment Writing)
02:44 Earnings season update by Philipp Lienhardt (Head of Equities Research)
06:24 Closing remarks by Alexander Petersen (Investment Writing)
Equity market rally stalls and US Treasury yields surge
Moving Markets: Daily News
10/20/22 • 7 min
The equity market rally seen earlier in the week stalled yesterday and 2 and 10-year US Treasury yields climbed 13 basis points amid fears of a global slowdown. The Japanese Yen is inching towards the psychological barrier of 150 relative to the US dollar, so investors are watching closely for further intervention to support the currency. Nicolas Jordan, CIO Strategy & Investment Analysis, provides details on the latest discussions with regard to the bank’s investment strategy.
00:09 Introduction and markets wrap-up by Helen Freer (Investment Writing)
03:49 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
06:50 Closing remarks by Helen Freer (Investment Writing)
Big tech rallies while subdued German data disappoints
Moving Markets: Daily News
01/09/24 • 17 min
While a string of economic data prints out of Germany disappoint, big tech made a comeback yesterday, with the Nasdaq Composite posting its best daily return since November. After Swiss inflation remained stable in December, the Swiss franc shows renewed strength and the SMI is one of the few European indices in positive territory year to date. And Mark Matthews, Head of Research Asia, talks to us about the health of the Japanese equity market and why he sees India as a rose among the thorns.
00:00 Introduction by Helen Freer (Investment Writing)
00:34 Markets wrap-up by Jonti Warris (Investment Writing)
06:36 Asia update: India, China and Japan by Mark Matthews (Head of Research Asia)
16:12 Closing remarks by Helen Freer (Investment Writing)
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Will there be a Santa Claus rally?
Moving Markets: Daily News
12/22/23 • 15 min
US equities recovered from Wednesday’s sell-off and are now on track for a Santa Claus rally, which refers to the last five trading days of the year. However, the positive mood could be spoilt by two things: the PCE deflator figures due later today, which will provide a fresh indication of where US inflation is heading, and concerns in China as the country cracks down on the mobile gaming industry. In commodities, Angola’s decision to leave OPEC has raised some questions about how effective the organisation really is, but oil is currently well supported by tensions in the Red Sea. Cyril Demaria-Bengochea, Head of Private Markets Strategy, joins the show today to discuss the impact of higher interest rates on private markets.
00:00 Introduction by Helen Freer (Investment Writing)
00:33 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:10 What higher interest rates mean for private markets by Cyril Demaria-Bengochea (Head of Private Markets Strategy)
13:44 Closing remarks by Helen Freer (Investment Writing)
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.
Trailer
Moving Markets: Daily News
05/31/22 • 0 min
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FAQ
How many episodes does Moving Markets: Daily News have?
Moving Markets: Daily News currently has 641 episodes available.
What topics does Moving Markets: Daily News cover?
The podcast is about News, Investing, Business News, Podcasts and Business.
What is the most popular episode on Moving Markets: Daily News?
The episode title 'With the US closed, all eyes on Davos' is the most popular.
What is the average episode length on Moving Markets: Daily News?
The average episode length on Moving Markets: Daily News is 12 minutes.
How often are episodes of Moving Markets: Daily News released?
Episodes of Moving Markets: Daily News are typically released every day.
When was the first episode of Moving Markets: Daily News?
The first episode of Moving Markets: Daily News was released on May 31, 2022.
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