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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 ...
 
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 ...
 
Our monthly Wealth Insights podcast focuses on the most important moments in life: starting a business, building a fortune, moving abroad, preparing for retirement, or wealth transfer and succession matters. We ask the relevant questions and discuss solutions from a wealth management perspective. 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 securit ...
 
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. Christoph Schmocker, CEO of the Julius Baer Foundation, or Dr. ...
 
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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show series
 
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Maximilian Hess of Foreign Policy Research Institute says there's recognition in Berlin "and there has to be everywhere across the Western alliance supporting Ukraine" that at some point, Ukraine will only be fighting with NATO standard and Western weapons as long as Russia's invasion continues.By CNBC International TV
 
There were no big movements in the major US markets yesterday after the major indices in Europe all ended the day in the red. The US dollar has weakened ahead of US Q4 GDP data that comes out later today and the PCE inflation measure that is due out tomorrow. Norbert Ruecker, Head of Macro & Next Generation Research, shares his latest insights on t…
 
The US trading day was marred by an issue with the New York Stock Exchange system that caused hundreds of securities to commence trading without an opening auction price. After-hours trading saw Microsoft rally and then fall following better-than-expected earnings but a warning regarding its cloud-computing business. Dario Messi, Fixed Income Resea…
 
US car manufacturer Ford announces plans to slash 3,200 jobs across Europe. The Nasdaq 100 gains 2.2%, marking its strongest 2-day rally since November. Mathieu Racheter, Head of Equity Strategy, takes a closer look at the impact of China’s reopening. And Chief Economist David Kohl provides his insights on US GDP forecasts. 00:14 Introduction and m…
 
US equities rallied on Friday following better than expected earnings reports; Alphabet's admission that it needs to reverse some of the business decisions it made during the pandemic; and members of the Federal Reserve arguing for a moderation in interest rate hikes. One interesting observation: US monthly new home sales for December were reported…
 
US equity markets fell yesterday as investors digested comments from US Federal Reserve officials that monetary policy tightening has not yet finished. All the major indices in Europe also ended the day in the red. Tim Gagie, Head of FX & PM Solutions in Geneva, shares his views on currencies, and Manuel Villegas from Next Generation Research provi…
 
After a strong start to the year, equity markets in the US and China saw investors take some of their chips off the table overnight. The Dow Jones for example lost 600 points, as investors took profits on some of the strong January gains and as a disappointing December retail sales reading raised concerns of a recession. Meanwhile, the 10 year US T…
 
German Chancellor Olaf Scholz has said that Germany will not fall into a recession. And the Bank of Japan has decided to further maintain its ultra-low interest rate policy, causing the yen to tumble over 2.5%. Dario Messi from Fixed Income Research, explains the implications of the BoJ’s decision for bond markets. 00:14 Introduction and markets wr…
 
In this edition of the week in markets, Kelly Chia, Deputy Head of Research Asia at Julius Baer, talks about the year-to-date performance of the markets, why we think US inflation will be yesterday’s story and why the Japanese Yen is strengthening against the US dollar. He will also touch on the hype around the IA bot called ChatGPT and the second …
 
Asian stocks dip this morning, with traders selling on weaker than expected Chinese gross domestic product data despite an uptick towards year-end. Japanese stocks are up on the prospects of a further adjustment of the Bank of Japan’s yield-curve-control policy at the central bank’s meeting tomorrow. Mathieu Racheter, Head of Equity Strategy, share…
 
US equities reversed their initial losses on Friday as investors seemed to like what they heard from major US banks on their earnings releases and US short-term inflation expectations fell to their lowest in nearly two years. An interesting observation: after the recent rally, Hong Kong’s Hang Seng Index has outperformed the S&P 500 Index over the …
 
The US inflation data was certainly the most important news item yesterday - the US stock market seesawed in reaction to the data and then ended in the green. While market participants are now speculating on the future interest rate path of the US Federal Reserve, they are slowly but surely turning their attention to the earnings season, which kick…
 
Head of the Federal Reserve Bank of Boston, Susan Collins, has spoken out in favour of an interest rate hike of 0.25% at the US central bank’s next policy decision. We take a look at what the Q4 2022 earnings season holds in store, we find out what China’s reopening means for the copper market and we also feature an update from Julius Baer’s first …
 
As global complexity continues to rise, wealthy families are increasingly using family offices to manage their affairs. But what does this actually involve, and how do external advisors guide families on their wealth journey? Our latest episode of the Wealth Insights podcast explores these topics and more.…
 
The key US equity indices closed higher yesterday with the Nasdaq Composite celebrating a third day in the green, as investors optimistic about the prospect of cooling inflation took the opportunity to pick up beaten-up tech stocks. Asian markets followed suit – further buoyed by China’s reopening. Damien Ng from Next Generation Research joins the …
 
Language and communication can build relationships and forge connections, but it is equally liable for creating barriers and impacting someone’s sense of belonging. When the majority of people at work mindfully practise an inclusive communication style, it positively affects the work culture and environment, and people feel a greater sense of belon…
 
The pace of China’s re-opening and the sudden pandemic u-turn from a zero-Covid policy has taken many investors by surprise. Chinese equity markets have seen a rally that started with a series of market rumours about a potential reopening in early November last year. What has really triggered this significant turnaround? Will the rally continue? An…
 
In Europe, almost all of the major indices ended the day in the green yesterday and US equities also started positively, but the hawkish comments from some US Federal Reserve officials then dampened the mood. The S&P 500 ended the day broadly flat, while the Nasdaq Composite rose by 0.6%, helped particularly by Tesla’s rally. David Kohl, our Chief …
 
Stocks in the US and Asia are up this morning on the heels of what some called a ‘goldilocks’ US jobs report, showing a somewhat less tight labour market and lower-than-expected wage growth, and the on-going China reopening. Richard Tang, our Head of Research in Hong Kong, sets the rally in Asia in perspective and Mensur Pocinci, our Head of Techni…
 
2022 was an exceptional year for the equity markets. Economic growth declined and inflation skyrocketed which led to decline in equity valuations. As we enter 2023, hopes are high that this year will be better and free of disruptive surprises. Yet, the market appears to be pricing in an economic slowdown, and companies are continuing to lower their…
 
Hosted today by Helen Freer (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a recent conversation that Helen Freer had with Simon Ibbitson, our Head of Private Markets Fund Distribution, and Michael Hornung-Moser from our Private Markets investment team on Juliu…
 
Hosted today by Helen Freer (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation featuring Alan Hooks, Head of Private Clients for Julius Baer in the UK, on Julius Baer’s True Connections podcast. Alan spoke to Rutu Buddhdev, the Founder and Managing Directo…
 
Hosted today by Helen Freer (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that John Franklin and Grace Treston had with our Head of Investment Advisory, Diego Würgler, on Julius Baer’s Wealth Insights podcast. When uncertainty is high, some investors …
 
Hosted today by Lucija Caculovic (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a conversation that John Franklin and Grace Treston had withChristian Gattiker, Head of Research, on Julius Baer’s Wealth Insights podcast. With the record high inflation levels tha…
 
Hosted today by Lucija Caculovic (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Alan Hooks, Head of Private Clients for Julius Baer in the UK, had on Julius Baer’s True Connections podcast. Alan spoke to Chris Sheldrick, the CEO and co-founder of …
 
Hosted today by Helen Freer (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that John Franklin and Grace Treston had with Norbert Ruecker, Head of Macro and Next Generation Research, on Julius Baer’s Wealth Insights podcast. They discuss various aspects…
 
Hosted today by Bernadette Anderko (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation between Helen Freer and Roberto Cominotto, who is an Equity Research Analyst, on Julius Baer’s Beyond Markets podcast. Helen talked to Roberto about hydrogen – what it ac…
 
Hosted today by Mike Rauber (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Helen Freer had with Tim Gagie, Head of FX and Precious Metals Solutions in Geneva, on Julius Baer’s Beyond Markets podcast. Helen and Tim talk about the impact of rising i…
 
Hosted today by Lucija Caculovic (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a conversation between Roy Athanasius Ang and Sabrina Choy, a Singapore-based FX specialist, on Julius Baer’s Beyond Markets podcast. They discuss what a strong US dollar means for …
 
Hosted today by Bernadette Anderko (Investment Writing). As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Helen Freer had with Diego Würgler, Head of Investment Advisory, on Julius Baer’s Beyond Markets podcast. Helen asks Diego for his thoughts on thematic investing. Ou…
 
Short-dated yields in the US rose on better-than-expected economic data, implying that there is further room for the US Federal Reserve to hike rates in its quest to rein in inflation. Tim Gagie, our Head of FX & PM Solutions Geneva, rhymes a review of the year for currencies and Carsten Menke, our Head of Next Generation Research, speaks about one…
 
Stock markets around the world rallied on improved consumer confidence and better-than-expected earnings reports. In Asia, technology and property companies led the rise after a series of comments from regulators supporting the overall economy and property developers. Norbert Ruecker, Head of Macro & Next Generation Research, gives an update on ene…
 
US equities were flat on the day yesterday with oil & gas stocks rising, but consumer discretionary stocks falling on weak numbers from the housing market. Following the shift in Japan’s monetary policy yesterday, Japan’s two-year government bond yield briefly rose above zero for the first time since 2015. Dario Messi, Fixed Income analyst, takes a…
 
Bank of Japan Governor Kuroda shocks markets in a surprise change to the bank’s yield curve policy. EU energy ministers approve a measure to limit natural gas prices to combat the energy crisis after two months of intense negotiations. And David Meier, Macro & Next Generation Research, shares his thoughts on currencies after a busy few days of cent…
 
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