Moving Markets

Moving Markets

Julius Baer

EN 100 episodes Updated July 17, 2026

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 importan...

100
Episodes
14 min
Avg length
Daily
Frequency

Episodes

Markets under pressure: gold, sterling and the search for safety

Markets under pressure: gold, sterling and the search for safety

Equity markets weakened as continued losses in semiconductor stocks and ongoing tensions in the Middle East weighed on r...

July 17, 2026 11 min
Earnings strength versus AI volatility and commodity jitters

Earnings strength versus AI volatility and commodity jitters

The current earnings season is seeing some bright spots, such as the Swiss luxury retailer Richemont and the US asset ma...

July 16, 2026 14 min
Cooler US inflation data boosts markets

Cooler US inflation data boosts markets

Yesterday’s release of June CPI inflation data in the US provided a welcome boost to US equity and Treasury prices, as t...

July 15, 2026 15 min
Oil jumps, yields rise and US banks kick off earnings

Oil jumps, yields rise and US banks kick off earnings

Oil prices surged after fresh tensions in the Middle East raised concerns over global energy supplies, while higher infl...

July 14, 2026 12 min
US-Iran escalation shakes markets ahead of earnings

US-Iran escalation shakes markets ahead of earnings

Markets are feeling the pressure this Monday morning as rising US-Iran tensions fuel higher oil prices, bond yields and ...

July 13, 2026 11 min
The View Beyond: What does the political reset in the UK mean for sterling and UK bonds?

The View Beyond: What does the political reset in the UK mean for sterling and UK bonds?

With the UK preparing for a new phase of political leadership under the Labour Party's Andy Burnham, investors are watch...

July 11, 2026 23 min
Peace talk hopes boost global stocks

Peace talk hopes boost global stocks

As peace talks could be back on the table in the Middle East, global equity markets breathed a sigh of relief and invest...

July 10, 2026 10 min
Oil shock or short detour? Markets react to Middle East tensions

Oil shock or short detour? Markets react to Middle East tensions

Market sentiment has weakened as renewed tensions in the Middle East have pushed oil prices and government bond yields h...

July 9, 2026 11 min
Semi sell-off and US-Iran escalation test market resilience

Semi sell-off and US-Iran escalation test market resilience

Sharp semiconductor losses amid AI chip rivalry fears contrast with resilient broader markets, while escalating US-Iran ...

July 8, 2026 15 min
AI stocks lift Wall Street

AI stocks lift Wall Street

US equities started the week strongly as AI-related stocks rebounded yesterday and the Dow Jones closed above 53,000 for...

July 7, 2026 10 min

100 episodes · Page 1 / 10

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