logo
episode-header-image
Nov 2024
14 m

The rotation continues

JULIUS BAER
About this episode

European equities enjoyed a strong day yesterday, while Wall Street had a moderately positive day, marked by a rotation out of tech stocks and into more cyclical sectors such as financials, industrials and retail. Elsewhere, Gary Gensler announced his resignation as Chairman of the US Securities and Exchange Commission as of 20 January 2025. Treasury yields rose across the curve as investors digested mixed economic data and comments from Federal Reserve policymakers. In Asia, Japanese stocks led the way following the release of Japan's October CPI and preliminary PMI figures. Commodities also posted gains, with oil and gold prices rising amid escalating geopolitical tensions. Bitcoin, meanwhile, is marching towards the USD 100,000 mark. Joining us today to break down the latest developments in the world of currencies is David Meier, Senior Economist.

00:00 Introduction by Helen Freer (Investment Writing)

00:27 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:57 Currencies update - USD, EUR, CHF: David Meier (Senior Economist)

12:44 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Up next
Today
Oil swings, markets broaden, SpaceX soars
Oil volatility, a broadening equity rally and earnings dominated markets yesterday. While Netflix disappointed, SpaceX delivered standout results and Elon Musk floated the idea of a potential tie-up with Tesla. In Asia, stronger semiconductor sentiment and robust Japanese export ... Show More
18m 35s
Yesterday
Markets diverge as France rattles Europe and AI rebounds
US technology stocks bounced back on Monday after last week's sharp sell-off, while political unrest in France weighed heavily on European markets, French bonds, and the euro. Oil prices swung on escalating geopolitical tensions in the Middle East, and investors continued to asse ... Show More
14m 2s
Oct 19
Flying cars and falling chips
The Nasdaq just posted its worst week since Liberation Day amid growing doubts over AI momentum. Capital rotated into bonds, with the US 10-year Treasury yield recording its biggest weekly decline since February, despite firm inflation data. Meanwhile, the ongoing earnings season ... Show More
10m 58s
Recommended Episodes
Jan 2023
Gold Stocks Ring in the New Year With a Bang - Ep 865
· Investment rotation continues into value, international, emerging markets, and precious metals.· Precious metals mining stocks are best performing sector of 2023 so far.Expect a breakdown in the dollar and an even bigger breakout in mining stocks.· Bitcoin is sliding a slope of ... Show More
57m 48s
Apr 2025
Some calm has come back to financial markets
Overseas stock markets and U.S. stock index futures are showing an upward move in prices today, and volatility is down in sharp contrast to yesterday morning. Yesterday’s rollercoaster ride resulted from false information about a potential tariff pause. Some $2.5 trillion went in ... Show More
9m 28s
Aug 2022
The Sun Overdose for European stocks...
The week starts moody in Asia, as economic data from China and Japan missed estimates early this Monday. Crude oil begins the week under selling pressure around the $91 per barrel. US index futures are down, but interestingly, the European futures were better bid in Asia; but new ... Show More
11m 3s
Apr 2022
The Bank of Japan Is Playing a Dangerous Game
Prices for assets of all kinds were up Wednesday, including stocks, commodities, and cryptocurrencies. The U.S. dollar continued to strengthen, and global bond yields marched higher. That’s despite the emergence of still more signs of underlying weakness, including Robinhood layi ... Show More
39m 12s
Oct 2025
Stocks Rally As China Trade Fears Diminish… And Bank Results Ready To Go 10/13/25
<p>Stocks bouncing back after Friday’s sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today’s rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for ... Show More
43m 43s
Sep 2025
The Week in Markets: Japan picture optimistic despite near-term political uncertainty
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ... Show More
8m 13s
Jan 2022
Market Slumps After Historic Rebound and Earnings Season Heats Up – Interviews with the CEOs of GE and Raytheon Technologies.
Carl Quintanilla, Jim Cramer and David Faber delved into another volatile day for the markets. Stocks tumble one day after an amazing turnaround for the major indices, which finished Monday’s session in the green after the Dow erased a 1,000+ point loss and the Nasdaq recovered f ... Show More
52m 22s