HeyJaredMoving Markets
Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and…
- Indexed episodes, last 90 days
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- Sep 11, 2026
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- Jul 3, 2026
Latest episodes
A hawkish ECB and 10-year US Treasury yield near 5% (opens the original)
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US and European bond yields rose sharply as investors priced in higher inflation amid this week's rise in oil prices. The 10-year US Treasury yield approached 5%, but the increase in bond yields was truly global, weighing on global equities and precious metals. Despite the broader risk-off tone, AI-related investment remained a constructive theme, supported by Oracle’s results and Microsoft's data centre expansion plans. David Kohl, Chief Economist, discusses the ECB’s hawkish message and key co
Oil surges, yields spike and central banks take centre stage (opens the original)
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Markets remain under pressure as oil prices continue to climb, with Brent crude now trading above the psychologically significant USD 100 per barrel mark. Attention is firmly focused on today’s European Central Bank rate decision, where another hike is widely expected, as well as key US inflation data due later today and tomorrow. Against this backdrop, global government bond yields have risen to levels not seen in years. In today’s episode, we welcome Afonso Borges from our Fixed Income Researc
Oil rally fuels inflation concerns (opens the original)
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Oil prices surged amid escalating tensions in the Middle East, pushing inflation back into focus ahead of key US CPI and PPI releases later this week. Meanwhile, trade tensions between the US and Canada intensified, while political uncertainty in Europe remained elevated following German state elections and continued debate over France’s fiscal outlook. In today’s show, Norbert Rücker, Head of Economics & Next Generation Research, shares his views on the energy market and explains why global oil
Oil up, JPY up, gold buying, and the wild ride in digital assets (opens the original)
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Rising oil prices and renewed inflation concerns are pushing bond yields higher, and the result of Sunday's German state elections is weighing on sentiment in Europe. China bought the most gold in a month since 2023, and the Japanese yen is up to its strongest since February. Robust Chinese export growth comes ahead of ahead of President Xi's upcoming visit to the US this month. Carsten Menke, Head of Next Generation Research, talks about digital assets - not only what has driven their wild ride
Markets digest data and tech news (opens the original)
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Equity markets reacted to the August US non-farm payrolls data on Friday, which surprised to the upside, leading traders to believe that a hike is now more likely from the Fed on 16 September. Treasury yields moved higher, and the Dow and the S&P 500 closed the day lower. The Nasdaq 100 however closed above the flatline on Friday as tech stocks received a boost from OpenAI. This optimism spread to Asian markets this morning, with tech stocks there in buoyant mood, despite renewed hostilities in
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