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“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy ...
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Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to ...
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Designed by the Julius Baer Foundation, the Wealth Inequality Initiative aims to shed light on the global challenge of wealth disparities. It connects worldwide key players and experts to awaken interest, circulate knowledge, mobilise stakeholders and drive action against wealth inequality. The Wealth Inequality Initiative Podcast Series features inspirational and influential personalities, including experts of wealth inequality. The guests’ voices and experiences turn the wealth inequality ...
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Business Leaders is a monthly podcast, which focuses on the stories and successes of entrepreneurs from across the globe. We hear how they started their careers and built businesses, and explore their perspectives on the challenges and opportunities facing today’s world. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please ...
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The BEST Indie Music Show on the radio and on the Internet! EDM, Hip Hop, Rap, Indie Rock, Indie Pop, Reggae, Funk, Jazz, Country, & more! DTong is playing the hottest new independent artists/music, what can be better?! All Music Showcases #MusicMonday #NewMusicFriday, Mid-Week Indie Music Playlist, Music Marketing Motivation episodes, DTong brings it all! If you can't catch the show live here on Spreaker, catch the archives anytime at www.DTongRadio.com, also available on Apple Podcasts, Sp ...
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: Beyond Markets w/ Julius Baer https://bit.ly/47XKkUz…
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Ariane De Lannoy is a professor and chief researcher in the Labour and Development Research Unit of the University of Cape Town. Her work focusses on youth and youth development in the complex post-apartheid context of South Africa, where stark socio-economic divisions persist to this day. In this Wealth inequality initiative podcast, Julius Baer F…
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As India's Lok Sabha elections enter the final phases, the nation finds itself amidst strong equity market outperformance and favourable demographic tailwinds. Additionally, India is well-positioned to reap significant benefits from the AI revolution. Join our Julius Baer experts Mark Matthews, Head of Research Asia and Bhaskar Laxminarayan, CIO As…
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With artificial intelligence so prominent in our lives, it’s perhaps no surprise that one of the biggest players – Nvidia – is not only partially responsible for the current explosion in the sector, but will also be a key factor in where the markets go this week, given that it reports its results tomorrow. Wall Street firms are certainly lining up …
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Both European and US stock markets ended yesterday’s trading session in negative territory, but the Dow Jones made some positive headlines as it touched the significant milestone of 40,000 points for the first time in history. Macroeconomic data releases from the US continued to point to a stable or gradually cooling US economy, while China reporte…
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With large to mega cap stocks frequently dominating the attention of the media and analysts, quality mid-cap stocks often remain under the radar of investors. Quality mid-caps are distinguished by robust management, solid financials, and sustainable competitive advantages and offer a compelling blend of growth and stability. Join Dorcas Nga, Fund S…
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Global equities are rallying on yesterday's lighter-than-expected US Consumer Price Index data, with investors snapping up stocks and riskier currencies. The data has led traders to raise their bets that the Fed will cut its policy rate at least twice this year. And after a recent rally in copper prices, Carsten Menke, Head of Next Generation Resea…
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A rally in big tech drove US equities close to their all-time highs as bond yields fell, with investors awaiting key inflation data for clues on the Federal Reserve’s next steps. And meme stocks are back on investors’ radar. GameStop surged 180% this week alone, raising questions about the prevailing market sentiment. Markus Allenspach, Head of Fix…
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Financial markets are in wait-and-see mode ahead of US inflation data today and tomorrow, as well as Alibaba and Tencent earnings later today. French President Emanuel Macron said he is open to a major French bank being taken over by a European rival, in a bid to spur deeper financial integration in the euro bloc. Yields on 20-year Japanese governm…
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Equity markets closed last week stronger than they started it and futures broadly project the upward trend to continue today. Nevertheless, China’s latest inflation data over the weekend was disappointingly strong and the news today that China will begin an ultra-long bond selling programme was not enough to support onshore equities today. Hong Kon…
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: Beyond Markets w/ Julius Baer https://bit.ly/47XKkUz…
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A higher-than-expected reading on US jobless claims rekindled expectations of earlier interest rate cuts this year, helping US equities to close at their highest levels ever. After the Swedish Riksbank cut interest rates on Wednesday, the Bank of England gave clear indications at its policy meeting yesterday that rate cuts are on the horizon. Meanw…
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"We are not trying to save the planet, we are first trying to save ourselves". Join us as we delve deeper into the origins of carbon credits and their applicability in the climate change scene today. In this episode of the Beyond Markets Podcast, Roy Athanasius Ang, Strategy & Business Operations Singapore, talks to Julius Baer's in-house climate a…
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While European markets ended the day firmly in the green yesterday, US equities struggled as investors remained fixated on when the Federal Reserve will start cutting interest rates. Asian markets followed the US lower, with Japanese equities underperforming and the recent rally in Hong Kong and mainland China came to a halt. Oil fell close to its …
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Global equity markets are rallying further as investors continue to revise their Fed policy bets after last week’s softer US jobs data. Asian stocks are hitting 15-month highs on renewed confidence in US interest rate cuts, while encouraging PMI data shows further evidence that the eurozone economy is healing. And as Bitcoin shows renewed strength,…
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Recent escalating developments in the Middle East conflict appears to have reduced the likelihood of ceasefire. Wage growth in April was its lowest since June 2021, which should mean less inflation. However, the Cleveland Federal Reserve predicts the upcoming headline April CPI inflation reading will be a disappointingly high 3.5% year/year, the sa…
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Fed Chair Powell’s ‘No hike’ message and weaker-than-expected labour market data was the perfect combination for a strong end to the week for financial markets. Off the back of this, equity markets continued their uptrend after a difficult start to the month. And Chinese equities joined other regions in entering bull market territory. Mensur Pocinc…
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: VB Health & Wellness https://vb.health Talkin' Footb…
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Swiss inflation data yesterday showed that the Swiss National Bank is in a comfortable position compared to its peers, but Swiss equity markets are clearly underperforming year-to-date. Strong earnings reports lifted US equities while markets also breathed a sigh of relief that the Fed meeting was less hawkish than feared. Oil and gold are both hig…
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In this monthly China update, our experts examine the factors that drove the recent rally in the Hong Kong stock markets and the outlook ahead for the Chinese economy following encouraging PMI trends. They also look ahead to the upcoming Politburo meeting, and weigh the consequences of a stronger and weaker Chinese Yuan. This episode is presented b…
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After the US Fed announced a hold in interest rates as expected, Fed chair Powell said that fighting inflation was taking longer than expected but he poured cold water on speculation that the central bank’s next move would be to raise rates. Carsten Menke, Head of Next Generation Research, discusses the recent spike in the price of gold and assesse…
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Julius Baer Chief Investment Officer Yves Bonzon joins journalist Hanna Wise to take a closer look at Julius Baer's investment strategy. In this third and final episode they look at performance and risk and how this impacts investors. Yves shares how we analyze and assess performance, how to avoid "bad" performance and what "healthy" performance lo…
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Asian currencies have been roiled by an unexpectedly stronger US Dollar this year, but we do not equate this to the Asian Financial Crisis of 1997. Most Asian countries are better positioned than before to weather currency volatility and temporary higher oil prices, due to stronger fundamentals and more flexible exchange rates. However, the effect …
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German inflation accelerated for the first time since December, while China PMI data releases point to a slowly healing economy and Tesla's 15% gain helps the S&P 500 close slightly higher. Japanese stocks are gaining, with the focus on yesterday's currency intervention. Samsung's profits rise on AI demand for its chips, while German carmakers repo…
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Equity markets ended a volatile week on a strong note, with US markets recording their best week since November. Earnings generally boosted markets, although US inflation and activity data were worrying, and yields remained elevated. In the commodities space, M&A talks are adding some noise as miners look to increase their share of copper productio…
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: Searching For Zen: A Tale Of Divine Destiny https://…
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Why must we rebalance the scales of education? Engaged in India’s education sector for over 30 years, Dhir Jhingran established the Language and Learning Foundation in 2015 as a way to improve support for primary school-aged children from marginalised backgrounds. In this Wealth inequality initiative podcast, CEO of the Julius Baer Foundation, Laur…
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While central bankers in Europe are sending signals that monetary easing may be around the corner, the Bank of Japan left its key interest rate unchanged overnight. Meanwhile in the US, stocks tumbled after data showed a sharp slowdown in economic growth and pointed to persistent inflation. The earnings season continues to make headlines, particula…
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The oil market has remained surprisingly calm despite the recent geopolitical tensions in the Middle East. What are the dynamics at play here? And looking ahead, how might the oil and gas industry evolve as we head into a new era of energy transition and electric vehicles? In this episode, Norbert Ruecker, Head of Economics & Next Generation Resear…
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: 2 C's an a Woz https://linktr.ee/2cwpod IrvineI AI D…
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Markets have had a challenging 24 hours, with equities flat in the US but lower in Europe as bonds sold off and disappointing revenue guidance from Meta weighed particularly on the tech sector overnight. Our Head of Economics & Next Generation Research, Norbert Rücker, talks about the energy market amid geopolitical risks, and Nicolas Jordan from t…
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While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate earnings eased concerns about higher interest rates. In the Asia-Pacific re…
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Following last week’s worst selloff in a year, US equities turned a corner yesterday as the risks of a Middle East escalation appeared to ease. Investor sentiment was decidedly more risk-on as this week’s corporate earnings and economic data shifted into focus. Dario Messi, Fixed Income Strategy, discusses the impact of geopolitics on bond markets …
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The most likely trajectory for the Middle East is that things de-escalate. World economic growth looks set to accelerate, meaning inflation could remain sticky. We look for rate cuts in September, November and December, and for treasury yields to come down a little bit. Technology stocks are sensitive to the slightest negatives, but a strong econom…
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Markets are in a rallying mood this morning, with most major Asia-Pacific equity markets up on the lack of signs of further escalation in the Middle East. This follows a dismal end to the week in US trading, with the AI darlings in particular weighing on markets. And Richard Tang, our Head of Research in Hong Kong, takes us on a tour of Asia in 80 …
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: IrvineI AI Doorbell & SmartHome https://tinyurl.com/…
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European and US equity index futures declined overnight as global markets were rocked by fresh conflict in the Middle East that sent stocks lower while oil and safe-haven assets are trading higher. The Fed is hammering home its patient rhetoric. And Mensur Pocinci, Head of Technical Analysis, joins the show today to tell us more about the adage 'se…
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The significant innovation in the semiconductor industry over the years has undoubtedly enabled the huge advances in artificial intelligence. But where do we go from here? Will more efficient and better performing chips be enough to satisfy the requirements of AI models? In this episode, Helen Freer, Investment Writer, talks to Luca Menozzi, Next G…
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: MushBuddies Dog Chews https://bit.ly/3U3VHVx Cygenix…
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US equities were lower again in yesterday’s afternoon session, with a drop in orders at European semiconductor company ASML Holdings weighing on technology stocks. US and Asian authorities are pushing back against USD strength and oil is lower on ample US supply. Stocks are in the green this Thursday morning, supported by some upbeat earnings resul…
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Yesterday the US Federal Reserve chair Jerome Powell signalled that policymakers will wait longer than previously anticipated to begin cutting interest rates. Nevertheless, despite the recent selloff, global equities are starting to show signs of stability. Investors are now betting on just one to two US rate cuts this year starting in July or Sept…
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European markets managed to close Monday’s session higher but the same could not be said for the US, where tech stocks fared the worst. Strong US retail sales data pushed back expectations of rate cuts there until September. Concerns about an escalation of the conflict in the Middle East did little to calm jittery Asian markets and they fell furthe…
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: https://magneticnotary.com https://mycreditrepair.pr…
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The S&P’s performance after “shock events” shows, unsurprisingly, that the ones that caused no damage to the economy had the least impact on the market, and vice versa. The oil price is steady post Iranian attacks on Israel, suggesting the latter this time. While the Yom Kippur War and Oil Embargo of 1973 strike parallels with today, the global eco…
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The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: https://magneticnotary.com Clean Wheel Turbine Energ…
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Despite global government bond yields remaining high following this week’s US inflation reports, equities staged a recovery rally into the close. And overnight, gold hit another record high, edging closer to the USD 2,400 mark each day. Tim Gagie, Head of FX/PM PB Solutions Geneva, shares his views on tuna, pianos and why he is not short the Japane…
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Hotter US inflation lowered expectations of interest rate cuts. Wall Street reacted with a down day, but the weakness did not spread to European or Asian equities. However, it was government bond yields and the USD that rose sharply. Today's focus is on the ECB's rate decision – a rate cut is not expected, so the focus will be on the comments from …
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