logo
episode-header-image
Sep 17
13m 39s

It’s Fed day!

JULIUS BAER
About this episode

Yesterday brought a mixed set of signals across global markets. We saw unexpected optimism from Germany, developments on the US–China trade front, stronger-than-expected US retail sales figures, and mounting anticipation ahead of the Federal Reserve’s interest rate decision. Equity markets in both Europe and the US ended the session lower, partly weighed down by profit-taking ahead of the policy announcement. In contrast, gold surged to new highs, breaking through the USD 3,700 per ounce mark. Today, all eyes are on the Fed, its forward guidance, and Chair Jerome Powell’s press conference that will follow the rate decision. Joining us on the show is Mathieu Racheter, Head of Equity Strategy Research, who provides deeper insights into the rate decision, equity market valuations, and the outlook for emerging markets.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:21) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (06:30) - Equity markets in Fed week: Mathieu Racheter, Head of Equity Strategy Research
  • (12:31) - Closing remarks: Bernadette Anderko, 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
Nov 21
A rare reversal in US equities
<p>Stock markets swung sharply as NVIDIA’s post-earnings rally reversed into losses, triggering a sell-off on Wall Street. Robust US employment data and hawkish signals from US Federal Reserve officials dampened hopes of interest rate cuts, while defensive sectors held firm and o ... Show More
12m 5s
Nov 20
NVIDIA results ease AI bubble fears
<p>NVIDIA CEO Jensen Huang shrugged off concerns about an AI bubble on Wednesday, as the company surprised Wall Street with accelerating growth after several quarters of slowing sales growth. Technology-heavy indices in Asia are trading significantly higher this morning. Defence ... Show More
14m 46s
Nov 19
Markets turn cautious ahead of NVIDIA earnings
<p>Investors grew increasingly cautious ahead of today’s highly anticipated NVIDIA earnings release, scheduled after market close in New York. The uncertainty weighed on equities, pushing stock indices lower and widening credit yield spreads. Notably, the equal-weighted S&amp;P 5 ... Show More
14m 5s
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
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
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
Sep 19
As painfully contrarian as ever here on triple witching day.
<p>Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some nam ... Show More
25m 40s
Oct 7
Gold vs. Bitcoin: Which is the real safe bet?
Gold (GC=F) fever is back, and it’s changing the rules of the 2025 market rally. In this episode of Stocks in Translation, On Course Consulting CEO Michaella Gallina joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest on Wall Street, specifically the gol ... Show More
23m 58s
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 12
Pssst...Europe has AI stocks, too.
<p>Today we profile European companies with exposure to AI with Saxo Equity Strategist Ruben Dalfovo, as we continue to wonder what AI names may be in a bubble. Elsewhere, we note ongoing divergences in this market, largely brush off the impact of yesterday's US economic data as ... Show More
25m 23s
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
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