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Moving Markets
by JULIUS BAER
1122 EPISODES
Jan 2026
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Latest Episode
Flying cars and falling chips
JULIUS BAER
All Episodes
Flying cars and falling chips
JULIUS BAER
The View Beyond: China's post-Golden Week reality check
JULIUS BAER
Equities up, bond prices up, Fed hike expectations down
JULIUS BAER
Hot US inflation, AI under pressure and iron ore's price divide
JULIUS BAER
Fed hopes, AI fears, and banks that fail to impress
JULIUS BAER
Geopolitics drive markets while AI faces new challenges
JULIUS BAER
SpaceX shocks telecoms, oil defies geopolitics, and earnings season begins
JULIUS BAER
The View Beyond: AI: Money for nothing?
JULIUS BAER
Markets shake off OpenAI fears and bond bulls return to the table
JULIUS BAER
Bond markets, the oil puzzle and electric vehicles
JULIUS BAER
S&P 500 at record high as earnings loom and French risks persist
JULIUS BAER
Markets rally, France stumbles and the obesity revolution accelerates
JULIUS BAER
Weak payrolls lift stocks, but yields stay elevated
JULIUS BAER
The View Beyond: Higher yields, risk or opportunity?
JULIUS BAER
Yields surge, oil rallies, and all eyes turn to payrolls
JULIUS BAER
Sticky inflation meets resilient markets
JULIUS BAER
Fed's Williams tempers October hike fears
JULIUS BAER
Yields up, AI accelerates, cities adapt
JULIUS BAER
Oil rallies, bonds struggle and equities hold their ground
JULIUS BAER
The View Beyond: Can Trump-Xi talks shift market sentiment?
JULIUS BAER
Dollar strength, gold’s next move and painfully high yields
JULIUS BAER
US Treasury yields surge the most since last year’s tariff turmoil and what's next for gold?
JULIUS BAER
AI rally powers Nasdaq to record high
JULIUS BAER
A new Muse inspires equity markets
JULIUS BAER
Oil prices fall ahead of a busy week
JULIUS BAER
The View Beyond: Earnings growth beyond the Magnificent Seven
JULIUS BAER
Stocks jump as oil and yields retreat
JULIUS BAER
Markets react to a hawkish Fed whilst digesting the latest energy price moves
JULIUS BAER
Bond yields surge ahead of Fed decision
JULIUS BAER
Beware the ides of September?
JULIUS BAER
Rates, risks and rising oil: a pivotal week for investors
JULIUS BAER
The View Beyond: Market Outlook Year-End 2026 – US headlines, global opportunities
JULIUS BAER
A hawkish ECB and 10-year US Treasury yield near 5%
JULIUS BAER
Oil surges, yields spike and central banks take centre stage
JULIUS BAER
Oil rally fuels inflation concerns
JULIUS BAER
Oil up, JPY up, gold buying, and the wild ride in digital assets
JULIUS BAER
Markets digest data and tech news
JULIUS BAER
The View Beyond: Japan’s structural revival takes centre stage
JULIUS BAER
Fed Governor Waller eases rate hike fears
JULIUS BAER
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