logo
episode-header-image
Nov 2024
12m 29s

It’s US election day

JULIUS BAER
About this episode
tail spinning
Up next
Today
The View Beyond: Reading rates without a map as the Fed, BoE and BoJ hold
In just one week, the US Federal Reserve, the Bank of England and the Bank of Japan all chose to hold interest rates steady, yet none of the decisions were unanimous, and of course, the Fed's new Chair is now steering away from forward guidance altogether. With investors left to ... Show More
18m 34s
Yesterday
Ending the week on a high?
US stocks staged a rally yesterday following Wednesday’s post-Fed sell-off. Microsoft and semiconductors definitely helped to drive the gains. And the pattern continued in Asia this morning with South Korea’s Kospi up 18% in its session. Central banks in the UK and Japan cemented ... Show More
11m 27s
Jul 30
A split Fed, a steeper yield curve and Microsoft delivering
Markets reacted sharply after a divided US Federal Reserve opted to leave interest rates unchanged yesterday. The decision triggered a notable steepening of the Treasury yield curve, with 2-year yields edging lower while 30-year yields moved materially higher. US equities also ca ... Show More
13m 14s
Recommended Episodes
Nov 2024
What to expect on US election night
<p>The dollar weakened on Monday as global markets reined in their bets on a victory for Donald Trump in the US presidential election, and the Financial Times’ James Politi explains what to look out for as results trickle in. Plus, Spain’s prime minister is facing political backl ... Show More
11m 22s
Oct 2024
US election betting is on a roll
<p>On November 5, voters in the US will head to the polls to decide who should be the next president: Donald Trump or Kamala Harris. But over the past several months, people from around the world have been placing millions of dollars on who will win that race. As interest in bett ... Show More
20m 15s
Oct 2024
What do bond markets know about the election?
<p>As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street think that is because traders believe Trump will win, bringing with him inflationary spending and policies. Today on the show, Ro ... Show More
22m 2s
Nov 2024
Investor Expectations After the US Election
tail spinning
3m 55s
Jul 2024
Investors Eye Reactions to US Presidential Debate
tail spinning
3m 22s
Nov 2024
Will The President Influence Your Investments?
<p>On today’s show we are taking a look at what the US might look like post election. The race is probably too close to call. The left leaning media are predicting a Harris victory and the right leaning media are predicting a Trump victory. Anyone who says they know definitively ... Show More
4m 58s
Nov 2016
P&L: Putin Wants the U.S. Election to Go Wrong, Greeley Says
Mark Niquette, a politics and national government reporter for Bloomberg News, and Bloomberg’s Brendan Greeley, provide U.S. election coverage and perspectives from around the globe. Then, Mark Grant, chief fixed income strategist at Hilltop Securities, predicts that Donald Trump ... Show More
26m 53s
Sep 2024
US Markets Wrap: Election Impact On Markets & Jitters Around US Non Farm Payrolls
Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on how the US Presidential Election will impact credit markets, whether the ‘Trump trade’ is over and if we will see a ‘Harris’ trade, as well as sentiments surrounding the US non-farm payroll ... Show More
8m 38s
Oct 2024
How the US election affects the rest of the world
Next week, voters will choose between Donald Trump and Kamala Harris. Their decision will impact governments, companies and investors outside the US. In this episode of The Big View podcast, geopolitical strategist Tina Fordham explains why markets misjudge the possible turmoil.  ... Show More
31m 6s
Nov 2024
Do the markets even care about the US election?
<p>It’s election day. Everyone is freaking out. But the prices of some major commodities and indices remain stoically calm. We investigate. Also, we go long nuclear power, long bees and limit long a squirrel named Peanut.</p><br><p>For a free 30-day trial to the Unhedged newslett ... Show More
19m 55s