logo
episode-header-image
Jul 28
10m 50s

Trade tensions ease as US and EU strike ...

JULIUS BAER
About this episode

The European Union and the United States have reached a significant trade agreement, substantially reducing the likelihood of an all-out trade war. While some details remain unclear, the markets have responded favourably to the announcement. In a related development, Chinese and US officials are set to convene in Stockholm today to discuss easing trade tensions. Markets have a lot to digest this week with the Federal Reserve interest rate decision and the latest US jobs data due. Also, it is a busy week for company earnings reports, with four of the Mag7 companies reporting, among other. As always on Mondays, Mensur Pocinci, Head of Technical Analysis, joins us to share his views on markets from a technical analysis perspective.

  • (00:00) - Introduction: Jan Bopp, Investment Writing
  • (00:38) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (05:35) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (09:35) - Closing remarks: Jan Bopp, 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
Plenty on the plate for markets
Once again, investors are facing a flood of news to digest – from tariff updates, such as Japan’s announcement that the US will end the stacking of universal tariffs and cut levies on cars; to central bank developments, including the Bank of England’s rate decision and the appoin ... Show More
13m 24s
Yesterday
Earnings boost markets but tariffs loom large
Markets are in a positive mood, driven by corporate earnings that are exceeding expectations, and this is despite further 'tariff sabre-rattling' by President Donald Trump, who announced a potential 100% tariff on chips and semiconductors that are not manufactured in the US. Mean ... Show More
11m 56s
Aug 6
Trade news and macro data keep investors on their toes
With tariffs on Switzerland still in focus, a small Swiss delegation travels to Washington to negotiate a resolution. Meanwhile, emerging tariff threats for semiconductors and pharmaceuticals are weighing on market sentiment. Beyond trade developments, investors must digest a sle ... Show More
20m 43s
Recommended Episodes
Apr 2025
US and China are slipping into an economic war
Today's slide deck: https://bit.ly/4jdtaZ6 - After Trump's 90-day delay on reciprocal tariffs, we have a short window of time to find out how the global geopolitical order will shape up from here as US trading partners scramble to make deals with the US on trade. Will they be wil ... Show More
25m 8s
Apr 2025
US dollar’s fate tied to incoming US data
Send us a textRisk appetite improves, focus shifts to today’s US data. Strong data prints to keep next week’s Fed dovishness in check. Trump to speak at various events, keeping market participants on their toes. Gold and bitcoin range-trade, oil falls below $60.Risk Warning: Our ... Show More
4m 33s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Feb 2025
A quieter market session could favour the dollar
Send us a textGeopolitics takes centre stage as US markets enjoy a bank holiday. Both gold and US dollar try to recoup Friday’s losses. Major currencies extend monthly gains versus the dollar. Yen benefits from strong GDP; aussie prepares for the RBA.Risk Warning: Our services in ... Show More
4m 36s
Feb 2025
Week Ahead: Fed minutes, RBA and RBNZ decisions in focus
Send us a textAfter Powell and CPI data, dollar traders turn to Fed minutes. RBA to cut rates by 25bps, focus on forward guidance. RBNZ may opt for a third consecutive 50bps rate cut. UK, Canadian and Japan’s CPI data also in focus.Risk Warning: Our services involve a significant ... Show More
8m 26s
Apr 2025
Week Ahead: ECB set to cut, BoC might pause as Trump U-turns on tariffs
Send us a textECB is expected to trim rates, but the BoC might pause this time.  UK and Canadian CPI data also in the spotlight. Retail sales the main release in the United States. China GDP eyed as Beijing not spared by Trump.Risk Warning: Our services involve a significant risk ... Show More
10m 27s
Aug 2024
Yen weakens as positive market sentiment lingers
Markets continue to recover led by the Nikkei 225 index. BoJ comments result in yen underperformance. Light calendar again today, focus on geopolitics. Kiwi benefits from strong labour market data. Risk Warning: Our services involve a significant risk and can result in the loss o ... Show More
3m 22s
Mar 2025
The calm before the storm for the markets?
Send us a textRisk appetite to be tested after Friday’s stock rally. US retail sales report could reignite US recession fears. Tuesday’s Trump-Putin call could seal the ceasefire. Both gold and oil markets prepare for risk-positive headlines.Risk Warning: Our services involve a s ... Show More
4m 29s
Feb 2025
US, Russia to Meet on Ukraine; Markets Cautious Amid Global Trade Tensions
On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus ... Show More
17m 12s
Oct 2024
Tensions remain high in equities
Strong US data is not welcomed by equities. Busy calendar today but markets are already focusing on next week. Japan holds election on Sunday; the outcome could surprise. BoJ and yen could suffer from a hung parliament. Risk Warning: Our services involve a significant risk and ca ... Show More
3m 38s