logo
episode-header-image
Aug 2024
19m 52s

Markets, the Fed and gold: Our CIO’s lat...

JULIUS BAER
About this episode
tail spinning
Up next
Today
The View Beyond: Our mid-year outlook for markets
As global markets adjust to a world where capital is no longer abundant, investors face new challenges and opportunities. How should they adapt their portfolios, and what are the most compelling prospects for the second half of 2026? Christian Gattiker, Head of Research at Julius ... Show More
16m 29s
Yesterday
Middle East developments and SpaceX debut captivate markets
President Trump halted strikes on Iran yesterday and announced that a peace deal will be signed imminently. Markets reacted accordingly, with oil prices falling and equities rallying. Chip stocks contributed to the rally in both the US and Asia overnight. Even US Treasuries held ... Show More
11m 24s
Jun 11
Markets under pressure: gold, rates, and rising tensions
While European markets proved more resilient, US equities declined amid renewed escalation in the Middle East and fresh inflation data highlighting mounting pressure on US household budgets, driven in part by higher energy costs. In today’s episode, Carsten Menke, Head of Next Ge ... Show More
13m 51s
Recommended Episodes
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ... Show More
1h 1m
Aug 2022
This Is What The Fed Will Do | David Woo
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome David Woo CEO of David Woo Unbound to the show. Recording ahead of Jackson Hole, David shares his outlook on a US recession, Fed policy vs economic growth, whether or not the Fed will be able to slay th ... Show More
56m 29s
Feb 2016
Scott Nations Claims Peter Schiff Was Never Right – Ep. 140
* It was another volatile day in the U.S. stock market, with the Dow swinging from positive to negative to positive to finally closing negative, but well off the lows and the highs of the day * The NASDAQ was only down about 15; the Dow down about 12 points * The real action was ... Show More
34m 39s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ... Show More
1h 1m
Aug 2023
How Asia Markets Are Reacting To Nvidia’s Blowout Earnings
Nvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading. However, in the following Asia trading session - ... Show More
40m 6s
Feb 2025
Fed Minutes Signal Officials on Hold Until Inflation Improves
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg International Economics and Policy Correspondent Michael McKee reports on Federal Reserve officials expressing their readiness to hold interest rates steady amid stubborn inflation and economic policy ... Show More
1h 2m
Mar 2025
Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more
We close out the trading week by assessing the latest round of jobs data, and what the numbers indicate about the health of the US labor market. Plus, take an inventory of tariff announcements, preview next week’s inflation readings, and reflect on recent equity market volatility ... Show More
14m 17s
Jan 2025
Fed Holds Rates Steady, Pausing for Further Inflation Progress
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Nate Thooft, CIO at Manulife Investment Management, discuss Federal Reserve officials holding interest rates steady, pausing to assess the ... Show More
9m 29s
Jul 2025
2025 Mid-Year Market Review: Stocks, Tariffs, AI & What’s Next
Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ... Show More
47m 28s