logo
episode-header-image
Jun 2023
7m 51s

A quiet start to a busy week

JULIUS BAER
About this episode

The main story this morning is the visit to China by US Secretary of State Antony Blinken, which has shown the first tentative signs of progress. However, Asian equities are still lower today as investors reset their expectations for further stimulus from China. Despite a generally quiet morning, the week ahead will be busy for investors with a total of 12 central banks due to announce their latest decisions and on the macroeconomic front, we will receive a number of leading indicators (flash Purchasing Managers’ indices).

00:14 Introduction by Bernadette Anderko (Investment Writing)

00:32 Markets wrap-up by Lucija Caculovic (Investment Writing)

04:49 Technical analysis update by Mensur Pocinci (Head of Technical Analysis)

06:56 Closing remarks by Bernadette Anderko (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. 

Up next
Yesterday
Stocks stay put and yields rise as tariffs are back in vogue
Stock markets remain quiet, shrugging off President Trump's assertive rhetoric on additional tariffs and his stance that no exemptions will be made ahead of the 1st August deadline for reciprocal tariffs. Nevertheless, government bond yields are rising across major markets due to ... Show More
16m 1s
Jul 8
Trade letters trickling in
The US sent a flurry of ‘trade letters' to numerous countries yesterday, stating that it will impose steep tariffs from 1 August 2025 unless these countries take steps to open their markets to American products. Meanwhile, US President Trump signed an executive order, delaying th ... Show More
11m 16s
Jul 7
Renewed tariff threats
Investors are seeking protection in more defensive areas of the market as US President Donald Trump ratchets up trade tensions. European and US equity futures plunge alongside Asian shares amidst fresh tariff uncertainty ahead of the Wednesday tariff deadline. However, 1 August a ... Show More
9m 14s
Recommended Episodes
Nov 2023
Stocks Jump After Fed Pause, and Is Now the Time to Buy China? 11/1/23
Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns ove ... Show More
44m 44s
Jul 2020
How to invest in TikTok, the opportunity in Chinese tech stocks, What Are Your Thoughts with Michael Batnick, the best 90 days ever for diversified investors
This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, ... Show More
1h 16m
Apr 2024
Snap Breaks Earnings Curse & US Soft Landing in Trouble?
Episode 310: Neal and Toby recap the standout performances from the Meta, Microsoft, Alphabet, and Snap earnings this week. Then, the latest report on the US economy may show signs that the “soft landing” everyone was hoping for is looking more and more unlikely. Next, Chipotle i ... Show More
29m 32s
May 2024
Closing Bell Overtime: Stocks Soar To End Week; Under-The-Radar AI Play From JPMorgan 5/3/24
A strong session for stocks send the averages to a positive week; 3Fourteen Research’s Warren Pies and Unlimited Funds CIO Bob Elliott break down the wild week of earnings and what’s ahead for next week. Well-known JPMorgan analyst Stephen Tusa talks his bullishness on an under-t ... Show More
43m 29s
Jun 2023
I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan
The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managi ... Show More
1h 6m
Apr 2024
Now Bulls Can’t Leave with Ben Kallo of RW Baird
On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the b ... Show More
1h 5m
Mar 2024
I’d Rather Be A Bull: A Conversation with David Rosenberg
On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ... Show More
50m 2s
Jun 2024
Market news today - Is an AI bubble starting to inflate?
 Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: the Fab Five dominance is starting to look worrying; and US inflation data this week will shine a light on the upcoming interest rate pivot.See omnystudio.com/listener for privacy information. 
9m 57s
Jun 2024
May jobs report to show more balanced labor market
May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26) Episode transcripts seekingalpha.c ... Show More
5m 42s