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Moving Markets

by JULIUS BAER
1082 EPISODES
Jan 2026
Latest Episode
Yields pause, markets find their footing, Yen gains, gold rises
JULIUS BAER
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Yields pause, markets find their footing, Yen gains, gold rises
JULIUS BAER
Global bond yields climb ever higher
JULIUS BAER
Oil jumps and yields rise on renewed Middle East tensions
JULIUS BAER
Rate hike expectations rise after Warsh’s speech at Jackson hole
JULIUS BAER
The View Beyond: Why the short end looks sweet
JULIUS BAER
The NVIDIA rally yesterday and Kevin Warsh's speech today
JULIUS BAER
NVIDIA delivers fuelling the AI trade
JULIUS BAER
Falling oil prices calm markets ahead of inflation test
JULIUS BAER
Equities pause for breath ahead of Big Tech earnings
JULIUS BAER
US inflation data, Nvidia, and Jackson Hole will shape the week ahead
JULIUS BAER
The View Beyond: Strong Q2 earnings season supports broader equity story
JULIUS BAER
Stocks dip as oil and bond yields rise
JULIUS BAER
Fed Minutes trumped by US Treasury announcement
JULIUS BAER
Bonds in freefall, tech in trouble
JULIUS BAER
Rising US Treasury yields and Anthropic’s momentum
JULIUS BAER
Yields rise, oil surges and Japan leads the markets
JULIUS BAER
The View Beyond: Has the AI correction bottomed out?
JULIUS BAER
Stocks at highs, bonds reprice and the bear case for oil
JULIUS BAER
Tech stocks rally as inflation cools
JULIUS BAER
Oil climbs ahead of key US inflation data
JULIUS BAER
Funding the AI revolution and a resilient eurozone
JULIUS BAER
Berkshire Hathaway back in action as equity markets reach new all-time highs
JULIUS BAER
The View Beyond: Why Asia needs its own hedge fund playbook
JULIUS BAER
AI, biotech and safe havens in focus
JULIUS BAER
Dow hits new high as markets continue to watch the Middle East
JULIUS BAER
Record highs, AI fever and SpaceX's surprise earnings
JULIUS BAER
Markets cheer lower oil prices, while AI investments remains in focus
JULIUS BAER
Geopolitical tensions ease, oil slumps, yen jumps
JULIUS BAER
The View Beyond: Reading rates without a map as the Fed, BoE and BoJ hold
JULIUS BAER
Ending the week on a high?
JULIUS BAER
A split Fed, a steeper yield curve and Microsoft delivering
JULIUS BAER
AI jitters, Big Tech earnings & the Fed decision
JULIUS BAER
Oil retreats as markets face a critical week ahead
JULIUS BAER
The View Beyond: Implications of a warmer world
JULIUS BAER
Markets on edge: rising oil, higher yields and the AI spending debate
JULIUS BAER
Oil prices rise on escalating geopolitical tensions
JULIUS BAER
Geopolitics lifts oil, tariffs return, and markets look to earnings
JULIUS BAER
Burnham's debut, bond market jitters and the future of AI in BioPharma
JULIUS BAER
Chip stocks enter bear market: healthy consolidation or change in trend?
JULIUS BAER
The View Beyond: China after the AI correction
JULIUS BAER
Markets under pressure: gold, sterling and the search for safety
JULIUS BAER
Earnings strength versus AI volatility and commodity jitters
JULIUS BAER
Cooler US inflation data boosts markets
JULIUS BAER
Oil jumps, yields rise and US banks kick off earnings
JULIUS BAER
US-Iran escalation shakes markets ahead of earnings
JULIUS BAER
The View Beyond: What does the political reset in the UK mean for sterling and UK bonds?
JULIUS BAER
Peace talk hopes boost global stocks
JULIUS BAER
Oil shock or short detour? Markets react to Middle East tensions
JULIUS BAER
Semi sell-off and US-Iran escalation test market resilience
JULIUS BAER
AI stocks lift Wall Street
JULIUS BAER