logo
episode-header-image
Today
9m 34s

All-time highs and US naval escorts

JULIUS BAER
About this episode

Geopolitics continues to dominate as investors weigh mixed Middle East messages. Trump has signalled his openness to Iran talks while also warning of renewed conflict and saying the US will begin guiding ships through the Strait of Hormuz. Global equities are rallying on AI optimism and strong tech earnings, even as central banks stay cautious amid uneven growth and sticky inflation. A pivotal week of earnings and data lies ahead. Mensur Pocinci, Head of Technical Analysis, discusses a potential topping process in oil and why technicals suggest the correction in US equities may be ending.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:55) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:07) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (08:46) - 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
May 2
The View Beyond: How can structured products help navigate current markets?
With geopolitical uncertainty and market volatility top of mind, investors are seeking tools to help navigate an increasingly complex landscape. How can structured products add value to portfolios in this environment?In this episode of Julius Baer’s Moving Markets: The View Beyon ... Show More
16m 33s
Apr 30
Fed divided, AI earnings diverging, oil ever higher
The US Federal Reserve remains on hold but is the most divided since 1992. Kevin Warsh advanced in a key Senate vote to become the new chairman of the Fed next month. The ascent of the oil price continues amid reports of another military escalation. Major US technology firms reaf ... Show More
18m 15s
Apr 29
Markets eye Big Tech earnings & final Powell rate call
Oil prices surged above USD 110 on supply concerns stemming from the stalled Iran war and news of an extended blockade of Iran. The rally was capped by historic news that the UAE will exit OPEC. In equities, AI-driven gains faltered amid questions about OpenAI’s growth prospects. ... Show More
10m 30s
Recommended Episodes
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
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ... Show More
1h 1m
Sep 2025
231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL
<p>Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of&nbsp;The Bid, we explore why f ... Show More
17m 3s
May 2025
Dollar, Treasuries and Stocks extend slide on fiscal concerns
Send us Fan MailDollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023. Wall Steet closes lower, gold and other safe havens gain. Oil pulls back as US and Iran prepare for new round of talks.Risk Warn ... Show More
3m 58s
Feb 2025
Trump sparks tariff confusion, dollar gains; Nvidia underwhelms
Send us Fan MailTrump threatens EU tariffs, creates confusion about Mexico and Canada duties. Dollar rebounds but gold slides again. Nvidia falls in after-hours trading as earnings fail to set Wall Street alight.Risk Warning: Our services involve a significant risk and can result ... Show More
4m 26s
May 2024
Investors cautious as spotlight falls on US inflation
Send us Fan MailDollar gains slightly on hawkish Fed remarks. Investors scale back their Fed rate cut bets. China’s CPI rises for the third straight month. US stocks stay supported despite rebound in yields.Risk Warning: Our services involve a significant risk and can result in t ... Show More
3m 30s
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
Jun 2025
Marathon Petroleum Gains; Palantir Higher; US Steel Rallies
On this episode of Stock Movers: - Marathon Petroleum (MPC) is higher this morning as it beats out oil giants like Chevron and Exxon, as companies with more exposure to the United States share picture are gaining. The conflict between Israel and Iran has caused damage to the US c ... Show More
4m 9s
Feb 2025
A quieter market session could favour the dollar
Send us Fan MailGeopolitics 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 ... Show More
4m 36s