logo
episode-header-image
Oct 21
13m 36s

Markets rebound on upbeat earnings and e...

JULIUS BAER
About this episode
tail spinning
Up next
Yesterday
US equity market rotation gaining steam
The average stock in the US rose yesterday, but investors shifted away from technology and bank stocks. European equities reached a new all-time high, though German stocks experienced their first decline in eleven days. Geopolitical tensions and announcements from the Trump admin ... Show More
15m 38s
Jan 14
Silver and gold rally powers on
Equity markets struggled despite cooler-than-expected US inflation data, as mixed bank earnings, Fed independence concerns, and Iran tensions weighed on sentiment. The latter two factors boosted gold and silver to new record highs. Attention turns to the US and the prospect of po ... Show More
10m 39s
Jan 13
Global markets on edge: gains amid political uncertainty and change
Equity markets pushed higher despite mounting geopolitical tensions, US political uncertainty, and sharp declines in some bank stocks following President Trump’s proposal to cap credit card interest rates. Japanese shares surged on speculation of imminent snap elections, adding a ... Show More
10m 59s
Recommended Episodes
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ... Show More
1h 1m
Oct 17
Wall Street Roundup: financial earnings, golden highs, data dearth
Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15).Show Notes:Crypto stocks trade lower amid ... Show More
22m 2s
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Mar 2025
Market Volatility Raises Risk-On or Risk-Off Question
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More
34m 9s
Mar 2025
Credit Markets Remain Resilient, For Now
<p>As equity markets gyrate in response to unpredictable U.S. policy, credit has taken longer to respond. Our Head of Corporate Credit Research, Andrew Sheets, suggests other indicators investors should have an eye on, including growth data.</p><p><br></p><p>----- Transcript ---- ... Show More
4m 25s
Aug 2025
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
Oct 2
Spotify CEO Exit, Air Canada Cuts Guidance, and More Tariff Casualties
In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but margins remain under pressure as rivals like On and Hoka kee ... Show More
45m 27s
Sep 2025
Wall Street Roundup: jobs data, gold highs, AI + tariff impact
Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)Take our Investment News Quiz!Show NotesWall Street's major averages slide after briefly tagging record highs as payrolls data ... Show More
10m 50s
Aug 2025
Why bonds matter now for every investor
Bonds could be your portfolio’s next secret weapon. In this episode of Stocks in Translation, Schwab Center for Financial Research fixed income strategist director Collin Martin joins host Jared Blikre and Senior Reporter Brooke DiPalma to discuss yield curves, the bond market, a ... Show More
24m 45s
Feb 2025
Trump sparks tariff confusion, dollar gains; Nvidia underwhelms
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Trump threatens EU tariffs, creates confusion about Mexico and Canada duties. Dollar rebounds but gold slides again. Nvidia falls in after-hours trading as earnin ... Show More
4m 26s