logo
episode-header-image
Sep 5
12m 54s

A new all-time high in time for the labo...

JULIUS BAER
About this episode

The S&P 500 is trading at fresh all-time highs ahead of today’s crucial US non-farm payrolls report, which iswidely seen as the final piece of the puzzle that could give the Federal Reserve the go-ahead to resume cutting interest rates. Meanwhile, Asian markets are rising, buoyed by positive trade developments out of Japan and broader optimism in the region. Joining us today is Tim Gagie, Head of Private Banking Sales in Geneva for FX and Precious Metals, to discuss which currencies – beyond the usual suspects – could benefit from a renewed weakening of the US dollar.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:25) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (07:03) - FX and metals: Tim Gagie, Head of FX/PM PB Geneva
  • (11:37) - Closing remarks: Helen Freer, Product & Investment Content


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
Risk-on sentiment drives stocks higher as oil pulls back on Ukraine developments
<p>Equity markets continue to rally amid improving investor sentiment and rising expectations of further US interest rate cuts. Meanwhile, oil prices are trading lower, driven by signs of de-escalation efforts in relation to Russia’s war in Ukraine. In today’s programme, we are j ... Show More
18m 40s
Yesterday
The Nasdaq has its best day since May
<p>US equities, led by technology, rallied as confidence in artificial intelligence strengthened and rate-cut expectations grew. European defence stocks slipped amid ongoing Ukraine peace talks. Novo Nordisk tumbled, while Bayer surged on positive trial results. In Asia, Taiwan t ... Show More
11m 43s
Nov 24
Equity markets end a rough week on a strong footing
<p>Last week brought significant market shifts — from concerns about bursting investment bubbles to potential peace talks in Ukraine, and a major milestone for Eli Lilly. The S&amp;P 500 posted its second decline in three weeks, while the Nasdaq recorded a third consecutive weekl ... Show More
9m 53s
Recommended Episodes
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
<p>Market Turmoil &amp; Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies</p><p><br></p><p>In this episode, we explore today&#39;s weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indice ... Show More
1h 1m
Aug 21
How smart investors stay ahead of the next market shift
Don’t get left behind - here’s how to position your portfolio before the next market rotation hits. In this episode of Stocks in Translation, Interactive Brokers Chief Strategist Steve Sosnick joins host Jared Blikre and Senior Reporter Allie Canal to discuss market dynamics, par ... Show More
24m 45s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
<p>Peter Schiff discusses market drops, tariff impacts, Trump&#39;s Bitcoin reserve, and advocates for foreign stocks and gold investments.</p><p><br></p><p>Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold</p><p><br></p><p>Start your free online vi ... Show More
1h 1m
Oct 13
What’s up with the US economy? With Austan Goolsbee
Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed’s interest rate-setting committee, speaks to the FT’s economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Tr ... Show More
24m 57s
Feb 2025
What's next for global banking?
Banking has had a couple of very good years—the best, in fact, since the global financial crisis of 2007–09. Yet to some, the industry’s outlook seems less buoyant than recent profitability might suggest. On this episode of The McKinsey Podcast, McKinsey Senior Partners Klaus Dal ... Show More
25m 51s
Jul 2024
Market’s Musical Chairs & A Conversation with Jonathan Litt
Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ... Show More
1h 1m
Jul 2023
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ... Show More
56m 14s
Sep 5
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ... Show More
42m 7s
Feb 2025
A quieter market session could favour the dollar
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Geopolitics 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 ve ... Show More
4m 36s
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