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Jerome Baer

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Beyond MarketsBeyond MarketsThe Week in Markets: Hitting the pause buttonThe US and China have agreed to a 90-day truce in the trade war, following negotiations in Geneva. As part of the deal, the US will reduce tariffs on Chinese imports from 145% to 30%, and China will lower its duties on American goods from 125% to 10%. Markets have welcomed these developments, but key questions still remain about the implications for the economy and inflation. This uncertainty puts the Federal Reserve (Fed) in a tough spot, and we await more clarity on the Fed’s direction from Fed Chair Jerome Powell’s comments on 15 May.   In Asia, the India–P...2025-05-1309 minMoving Markets: Daily NewsMoving Markets: Daily NewsFed says ‘No’ to pre-emptive rate cutsThe US Federal Reserve kept interest rates unchanged at its policy meeting yesterday and Chair Jerome Powell made it clear that with inflation still running above target, the Fed has no intention of cutting rates pre-emptively. He also warned that if tariff levels remain where they are, then a risk is posed to economic growth and inflation. Dario Messi, Head of Fixed Income Research, provides more insight into the Fed’s decision making and its market impact on today’s show and Norbert Rücker, Head of Economics & Next Generation Research, provides a timely update on the oil market, shari...2025-05-0818 minBeyond MarketsBeyond MarketsThe Week in Markets: Markets rebound as US softens its toneUS Treasuries and equities staged a strong comeback last week after US President Donald Trump appeared to strike a conciliatory tone on Fed Chair Jerome Powell and on the tariff deadlock with China. However, several US manufacturing activity indicators point to renewed contraction in regional manufacturing activities, and polls conducted by ABC News and The Washington Post revealed that 64% of respondents disapprove of the Trump tariffs, and 7 in 10 believe that the tariffs will lead to higher inflation.Against this backdrop, Julius Baer now expects two 50 bps rate cuts for the US, and have raised...2025-04-2806 minLe pitch était presque parfaitLe pitch était presque parfait28 - AVRIL 2025 - LE COMPTOIR TIME MACHINEInscrivez-vous à la newsletterXad et Quentin te proposent un tour des sorties du mois au cinéma, il y a 10 ans, 20 ans, 30 ans, 40 ans et 50 ans. Avril 2015Fast & Furious 7 de James WanShaun le mouton de Richard Starzak et Mark Burton (IV)Journal d’une femme de chambre de Benoit JacquotIndian Palace - Suite royale de John MaddenPourquoi j'ai pas mangé mon père de Jamel DebbouzeRobin des bois, la véritable...2025-04-2809 minBeyond MarketsBeyond MarketsThe Week in Markets: Fed's independence under pressureUS President Donald Trump escalated his open criticism of Federal Reserve chair Jerome Powell on Monday, sparking concerns about the central bank’s independence. Meanwhile,​​Trump is also ramping up pressure on China, imposing fresh restrictions on the export of Nvidia's H20 AI chips. However, the University of Michigan consumer survey indicates that US consumer sentiment is rapidly declining, arguably placing him under growing pressure to strike a deal with Beijing.This episode is presented by Richard Tang, China strategist and Head of Research, Hong Kong at Julius Baer.2025-04-2209 minMoving Markets: Daily NewsMoving Markets: Daily NewsNvidia down and Jerome Powell delivers cautious speechTechnology stocks were weak, with Nvidia shares down 7% following the imposition of export restrictions to China and other countries. In a speech in Chicago, Federal Reserve Chairman Jerome Powell discussed the potential dilemma of balancing inflation control with economic growth and indicated a cautious monetary approach. The European Central Bank is expected to cut its deposit rate by 25 basis points today. Norbert Rücker, Head of Economics & Next Generation Research, talks about all things commodities, from the fading US dominance in energy markets to gold reaching new all-time highs. Nicolas Jordan, CIO Strategy & Investment Analysis, talks about the investment i...2025-04-1717 minRead Read Hurray!Read Read Hurray!100 Things to Know About Food[Knowledge book review] Written by Sam Baer, Rachel Frith, Rose Hall, Alice James & Jerome MartinIllustrated by Federico Mariani & Parko PoloM’s Rating: 10/10 “100 Things to Know About Food” is an awesome book full of cool food facts! Did you know you can grow a burger in a lab or that animal bones and skin can be used to make jelly or mousses? This book is packed with fun facts, colorful pictures, and mind-blowing info about what we eat. If...2025-03-2721 minBeyond MarketsBeyond MarketsThe Week in Markets: ​DeepSeek optimismWith a mixed set of US jobs data last week, investors are looking to this week’s inflation numbers and Federal Reserve Chair Jerome Powell’s testimony for clearer guidance on the Fed’s next steps. In China, optimism is rising with DeepSeek’s disruption of the AI sector and better-than-feared impact from Trump’s tariffs. We also discuss the role of Gold and Bitcoin in risk hedging.This episode is presented by Richard Tang, China Strategist and Head of Research for Hong Kong at Julius Baer.2025-02-1008 minMoving Markets: Daily NewsMoving Markets: Daily NewsUS markets fail to reboundMarkets struggled to recover from hawkish comments by Fed Chair Jerome Powell, with equities ending the day lower despite a stronger-than-expected US GDP reading. Investors now turn their attention to European producer prices and the Fed's preferred inflation metric due out today, amid concerns over a potential US government shutdown. And we have Maeve Timoney on the show to talk about the topic of water and potential solutions to tackle water-related challenges.00:00 Introduction by Helen Freer (Investment Writing)00:28 Markets wrap-up by Jan Bopp (Investment Writing)05:42 Water – too little and too much by Maeve Ti...2024-12-2012 minMoving Markets: Daily NewsMoving Markets: Daily NewsA pause in the post-election party?US equities stumbled yesterday, in contrast with a more positive day for European markets. The shift comes as investors reassess the likelihood of a Federal Reserve rate cut in December, following a speech by Chairman Jerome Powell that suggested the economy was not sending any signals that would necessitate a rush to cut rates. Meanwhile, some ‘Trump trades’ have begun to unwind as investors continue to navigate the post-election landscape. In commodities, both oil and gold are feeling the pinch of a stronger US dollar. Joining us today to break down the latest developments in the currency and metals mark...2024-11-1513 minMoving Markets: Daily NewsMoving Markets: Daily NewsUS stock indices reach fresh new highs despite a hawkish FedThe S&P 500 and Dow Jones stock indices climbed to fresh new highs yesterday after US Federal Reserve Chair Jerome Powell said that he foresees two more rate cuts of 25 basis points this year following fresh data underlining sustained economic growth and robust consumer spending. Meanwhile, Chinese stocks yesterday posted their biggest daily gains in 16 years as Beijing’s latest stimulus package sparked a searing rally. Manuel Villegas, Next Generation Research, provides an update on the global macroeconomic factors driving demand for digital assets.00:00 Introduction by Helen Freer (Investment Writing)00:34 Markets wrap-up by Jonti Warris (In...2024-10-0110 minBeyond MarketsBeyond MarketsThe Week in Markets: Federal Reserve says “we will do everything we can to support a strong labour market”Three weeks ago, there were concerns of a new Black Monday, similar to the one in 1987. Today, global equities have reached a new high. Federal Reserve Chairman Jerome Powell’s speech at Jackson Hole focused on the labour market, where he said that the cooling is unmistakable. However, the Challenger Report showed only 26,000 job cuts in July, much lower than the 20-year average of 63,000 per month. A closer look at the rise in unemployment shows that much of it is coming from new entrants to the labour force who have not yet found jobs, leaving them still in the ra...2024-08-2610 minMoving Markets: Daily NewsMoving Markets: Daily NewsJerome Powell ignites risk assets – next up: Nvidia resultsRisk assets ended the week on a strong note after Jerome Powell made it almost certain that interest rates will be cut next month. This led to a further fall in the USD and gold closing above USD 2500 an ounce for the second week in a row. Oil prices rose on rising tensions in the Middle East, but only a little as investors seem to have become immune to short-term military exchanges in the region. Nvidia is due to report quarterly results after the US close on Wednesday - it could well shape investor sentiment given its bellwether status...2024-08-2611 minMoving Markets: Daily NewsMoving Markets: Daily NewsMarkets buoyant ahead of CPI dataBig tech and chip companies were the main drivers of stock markets yesterday ahead of the all-important US June CPI data due out today. Even the CAC 40 closed the day in positive territory, despite France’s uncertain political future. Fed Chair Jerome Powell told Congress that the risks to the economy are more balanced between inflation and recession, and that the Fed does not need inflation to fall below 2% before cutting rates. Norbert Rücker, Head of Economics & Next Generation Research, updates listeners on his expectations for the oil/energy markets.00:00 Introduction by Helen Freer (Investment Writing)...2024-07-1112 minMoving Markets: Daily NewsMoving Markets: Daily NewsSticky inflation prompts Fed to delay rate cutsYesterday 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 September. Mathieu Racheter, Head of Equity Strategy, provides us with an update on the Q1 earnings season.00:00 Introduction by Bernadette Anderko (Investment Writing)00:20 Markets wrap-up by Jonti Warris (Investment Writing)06:28 Q1 Earnings Season update by Mathieu Racheter (Head of...2024-04-1710 minMoving Markets: Daily NewsMoving Markets: Daily NewsGlobal equities back in the greenAfter a cautious start to Q2, equity markets regained their stride in Wednesday’s session climbing higher across regions. The Federal Reserve Chairman Jerome Powell said that the Fed is still in wait-and-see mode when it comes to rate cuts, but markets took more comfort from the fact that he reaffirmed that the Fed is likely to cut rates this year. Our Head of Economics & Next Generation Research, Norbert Rücker, explains the different narratives at play in the oil market and what they might mean for the future trajectory of the oil price, and Head of Equity Strategy, Mat...2024-04-0415 minMoving Markets: Daily NewsMoving Markets: Daily NewsGlobal equities rally further on market optimismAfter Fed Chair Jerome Powell’s congressional testimony yesterday, US equity markets rallied further, recouping some of Tuesday's pullback. And Europe’s STOXX 600 index reached an all-time high yesterday, ahead of today’s ECB policy rate decision. Tim Gagie, Head of FX & PM Solutions Geneva, joins us with an update on currencies and precious metal markets. And Richard Tang, Head of Research Hong Kong, talks to us about the outcome of China’s ‘Two Sessions’ politburo meeting.  00:00 Introduction by Bernadette Anderko (Investment Writing)00:36 Markets wrap-up by Jonti Warris (Investment Writing)07:34 Currencies and metals markets updat...2024-03-0719 minDébande Annonce : podcast cinémaDébande Annonce : podcast cinémaDaaaaaalí ! de Quentin DupieuxOn est allés à la rencontre de Quentin Dupieux pour l'avant-première de Daaaaaalí ! et on a passé un plutôt chouette moment, bien qu'on soit un peu restés sur nos faims. En salle : 7 février 2024 Durée : 1h 18min À la réal : Quentin Dupieux Au casting : Anaïs Demoustier, Gilles Lellouche, Edouard Baer, Pio Marmaï, Jonathan Cohen, Jérôme Niel, ... Une journaliste française rencontre Salvador Dali à plusieurs reprises pour un projet de documentaire.2024-02-2648 minMoving Markets: Daily NewsMoving Markets: Daily NewsSome calm returns to markets after bond rout, China in the spotlightIn the absence of any significant economic data releases, equity markets take a breather and US Treasury yields slightly retreat after a period of volatility following strong US labour market data and Jerome Powell’s comments on Sunday. Richard Tang, Head of Research Hong Kong, shares his thoughts on the latest policy actions in China and Mathieu Racheter, Head of Equity Strategy, provides an update on the US earnings season.00:00 Introduction by Bernadette Anderko (Investment Writing)00:25 Markets wrap-up by Roman Canziani (Head of Investment Writing)07:07 Chinese equities by Richard Tang (Head of Research, Ho...2024-02-0716 minBeyond MarketsBeyond MarketsThe Week in Markets – Aggressive bets on global yields after Fed’s dovish pivotIn this episode, we discuss the dovish pivot by the Federal Open Market Committee (FOMC) and Federal Reserve (Fed) chair, Mr Jerome Powell, that has pushed US treasury yields sharply lower. The market now prices in 150bps cut as early as March while the Fed median dots plot points only to a 75bps cut. As the market fully discount the Fed’s dovish policy, officials are now trying to dial back expectations of an early cut. Although credit spread is not cheap, investors can still lock in yields before the rate cut in 2024. We have upgraded Emerging Market (EM) to...2023-12-1908 minMoving Markets: Daily NewsMoving Markets: Daily NewsUS Treasury yields drop like a stoneUS equities rallied and bond yields fell sharply on Friday after comments from Fed Chairman Jerome Powell raised market bets that interest rates will be cut next year sooner than markets had previously discounted. Gold rose to an all-time high in Asian trading today, at one point reaching USD 2,135 an ounce. Bitcoin rose above USD 41,500 on the prospect of lower interest rates and the approval of a spot Bitcoin ETF. Roche buys Carmot Therapeutics to enter the obesity treatment market. And at COP 28, more than 20 countries pledged to triple nuclear power by 2050. Mensur Pocinci, Head of Technical Analysis Research...2023-12-0409 minMoving Markets: Daily NewsMoving Markets: Daily NewsBest monthly return for the 60/40 portfolio since 1991Equities and bonds rallied in November on the back of softer inflation data and inflation expectations. This was confirmed by yesterday's data releases from the US and the eurozone, with the latter reporting year-on-year inflation of just 2.4% in November, close to the ECB's 2.0% target. Oil moved lower on an uninspiring OPEC+ decision to cut output and a report showing record US production in September 2023. Chinese equities are off their lows on rumours that state-owned companies have been buying local ETFs. The Israel-Hamas ceasefire appears to have ended but markets have remained calm. All eyes are on today's fireside chat...2023-12-0113 minMoving Markets: Daily NewsMoving Markets: Daily NewsMarkets react nervously to Powell’s speechUS equities ended an eight-day winning streak on the back of a weak US Treasury bond sale and a more hawkish than expected speech by Federal Reserve Chairman Jerome Powell. A cyber-attack forced the US unit of a Chinese bank to send the settlement of Treasuries in physical form to the counterparty. Siemens Energy is still negotiating for critical support as it faces a huge loss. Crypto assets rally on hopes of the approval of a spot bitcoin ETF in the US. Tim Gagie, Head of FX & PM Solutions Geneva, notes that FX markets are at the crossroads of...2023-11-1011 minMoving Markets: Daily NewsMoving Markets: Daily NewsCentral banks in the spotlightUS equities and Treasuries were stronger after the Fed decided to leave its key interest rate unchanged and Jerome Powell hinted that the hiking cycle might be over. Today the Bank of England is expected to keep its interest rate unchanged, remaining at its highest level since 2008. Norbert Rücker, Head of Macro & Next Generation Research, gives his views on the latest developments in the energy sector, and Nicolas Jordan from the CIO office provides an update from the latest Investment Committee meeting.00:00 Introduction by Bernadette Anderko (Investment Writing)00:28 Markets wrap-up by Alexander Petersen (Investment W...2023-11-0213 minMoving Markets: Daily NewsMoving Markets: Daily NewsJoe Biden requests more funding to support war effortsPresident Joe Biden appealed directly to the American people to support funding for Israel and Ukraine's war efforts. Federal Reserve Chairman Jerome Powell indicated that the US central bank is inclined to keep interest rates on hold at its next meeting. Data from EPFR Global and Morgan Stanley showed that US and European fund managers have sold a net USD 1.6 billion of Chinese equities so far this month. As people are living longer but there is also an increase in the prevalence of various diseases, Damien Ng from the Next Generation Research team provides insights on the topic of...2023-10-2011 minBeyond MarketsBeyond MarketsThe Week in Markets - Navigating Stock Trends Post Powell's SpeechAfter Jerome Powell’s speech at Jackson Hole on Friday, the futures market’s odds for a rate hike at the September FOMC meeting rose from 18% to 21%, and from 35% to 42% at the November meeting. Yet the Wall Street Journal’s interpretation was largely dovish, noting the phrase “proceed carefully” was used twice. JP Morgan Chase’s card tracker is indicating that August retail sales will likely be down month on month, which would be welcome after July’s big increase. August is on average not a stellar month for the S&P 500 index, nor is September or even October. It’s only in N...2023-08-2807 minMoving Markets: Daily NewsMoving Markets: Daily NewsEveryone’s waiting for Jerome PowellUS stock markets stumbled yesterday as strong results from blockbuster Nvidia failed to boost the broader stock market and as investors seemed nervous ahead of today’s speech by Federal Reserve Chairman Jerome Powell. The negative sentiment spread to the Asia-Pacific region overnight. In other news, the BRICS group announced plans to increase its number of members, which could well lead to some complicated geopolitics going forwards. Tim Gagie, Head of FX & PM Solutions Geneva, also joins today’s show and he comments on the major developments in the FX and metals markets.00:00 Introduction by Helen Freer (Inve...2023-08-2511 minMoving Markets: Daily NewsMoving Markets: Daily NewsUS stocks hampered by rising bond market yieldsUS equities fell further yesterday, weighed by concerns over rising Treasury yields ahead of a key speech later this week from Fed Chairman Jerome Powell. Dario Messi, Fixed Income Research, shares with us his recommendations on how to tackle the current environment in bond markets. And in a special contribution from Richard Tang, Head of Research Hong Kong, we talk about the latest developments in China.00:00 Introduction by Bernadette Anderko (Investment Writing)00:33 Markets wrap-up by Jonti Warris (Investment Writing)05:56 Bond market update by Dario Messi (Fixed Income Research)10:57 Latest developments in...2023-08-2320 minMoving Markets: Daily NewsMoving Markets: Daily NewsEquity markets lower as yields and data point to a slowdownStock markets are lower for the third day in a row as Federal Reserve Chair Jerome Powell delivers a hawkish message on monetary policy, and data points to slower growth ahead. And European natural gas prices are on the rise again - listen to Norbert Rücker, our Head of Macro & Next Generation Research, to find out whether he thinks Europe is once again on the brink of an energy crisis.00:14 Introduction by Bernadette Anderko (Investment Writing)00:52 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:47 Energy update by Norbert Rücker (Head of...2023-06-2214 minMoving Markets: Daily NewsMoving Markets: Daily NewsInvestors caught between FOMO and a hawkish FedGlobal equity markets struggle ahead of US Fed Chair Jerome Powell’s semi-annual report to Congress today, when he is expected to reinforce the message that interest rates need to stay higher for longer. Dario Messi, Fixed Income Research, provides his thoughts on why investors should not be chasing the rally in high yield bonds. And Adrienne Järsvall, Head of Fund Advisors, shares with us why now is a good time to consider alternative investments.00:14 Introduction by Bernadette Anderko (Investment Writing)00:39 Markets wrap-up by Jonti Warris (Investment Writing)04:53 Don’t chase the high...2023-06-2112 minBeyond MarketsBeyond MarketsThe Week in Markets - The last rate hike has happenedIn this episode of The Week in Markets, it's too early to say the rout in regional bank stocks is over, but the big deposit outflows seem to have stopped. Julius Baer financial company analyst Roger Degen has identified six regional banks with structural weaknesses, but none have assets in excess of $100 billion (Silicon Valley Bank had $209 billion in assets), and a proposed increase in the federal government guarantee of for business deposits appears to have calmed nerves. The Federal Reserve’s interest rate hike last week was probably the last of this cycle. Chairman Jerome Powell said that in...2023-05-0909 minMoving Markets: Daily NewsMoving Markets: Daily NewsFed raises rates and hints at pausing its tightening cycleThe US central bank raised its benchmark interest rate by a quarter of a percentage point to the 5.00%-5.25% range as forecast. In his statement following the announcement, Fed Chair Jerome Powell gave hints that the Fed could now be set to pause its current hiking cycle. Tim Gagie, Head of FX & PM Solutions Geneva, shares his thoughts on the outlook for the US dollar, and Ronny Kaufmann, CIO Strategy & Investment Analysis, gives us an update on the latest thoughts of our CIO. 00:14 Introduction by Helen Freer (Investment Writing)00:40 Markets wrap-up by Jonti Warris (Investment W...2023-05-0415 minMoving Markets: Daily NewsMoving Markets: Daily NewsUS Fed decision dayThe US Federal Reserve is expected to raise its key interest rate to 5.25% today. However, with markets pricing in a rate cut by the end of the year, all eyes will be on the Fed's statement and Jerome Powell's press conference. Yesterday's sell-off in US regional banks and the ongoing debt ceiling debate will make his comments all the more important. Mathieu Racheter, Head of Equity Strategy, notes that US Q1 earnings are coming in better than expected, but the market reaction has been muted – one big exception: large-cap communications stocks, a sector he recently put on Overweight....2023-05-0311 minMoving Markets: Daily NewsMoving Markets: Daily NewsUS Treasury Secretary Janet Yellen gives equites a boostUS equities rose yesterday, supported by comments from US Treasury Secretary Janet Yellen that the US government would step in again if smaller banks suffered deposit runs. Investors are now firmly focused on today's Federal Reserve meeting and Jerome Powell's press conference - it will be interesting to see if the markets give the decisions a thumbs up or thumbs down. In today's episode, Dario Messi, Fixed Income Research, looks at the surprise write-down of Credit Suisse's AT1 bonds following the UBS takeover announcement.00:14 Introduction and markets wrap-up by Bernadette Anderko & Mike Rauber (Investment Writing)07:28...2023-03-2212 minMoving Markets: Daily NewsMoving Markets: Daily NewsFinancials and the Fed driving the marketWall Street suffered a losing session yesterday, dragged down by financials and concerns that higher interest rates could leave banks exposed to loan losses due to borrower defaults. Meanwhile, remarks from Federal Reserve Chairman Jerome Powell continue to leave market participants pondering how much the US central bank might raise interest rates and what the consequences might be. Today's guests are David Kohl, Chief Economist, who comments on the Fed, and Tim Gagie, Head of FX & PM Solutions in Geneva, who shares his latest views on currencies.00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)2023-03-1009 minMoving Markets: Daily NewsMoving Markets: Daily NewsMarkets digest Powell’s rate hike commentsAfter suggesting on Tuesday that the US Federal Reserve might be prepared to increase the pace of interest rate hikes again, in his testimony the Fed Chair Jerome Powell softened his tone slightly yesterday and said that policymakers would wait for more data before making this month’s interest rate decision. With investors considering what his remarks mean in terms of the risk of a recession, there were lots of twists and turns but no huge gains or losses in markets yesterday. Carsten Menke, Head of Next Generation Research, shares his thoughts on what this all means for the go...2023-03-0912 minMoving Markets: Daily NewsMoving Markets: Daily NewsFed Chairman Jerome Powell’s impact on marketsJerome Powell warned yesterday that the “the ultimate level of interest rates is likely to be higher than previously anticipated”, which set in motion a sell-off in stocks and bonds and saw the dollar stage a rally. Asia (ex Japan) followed suit with the added downward impetus of a more-modest-than-expected China growth target. Equity strategist Leonardo Pellandini joins the show to explain why healthcare stocks deserve their ‘Overweight’ rating.00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)03:40 Overweight healthcare stocks by Leonardo Pellandini (Equity Strategy)07:00 Closing remarks by Bernadette Anderko (Investment Writing)2023-03-0807 minMoving Markets: Daily NewsMoving Markets: Daily NewsMarkets rangebound before Jerome Powell’s Senate testimonyThe rally on equity markets fizzled out towards the end of the trading day in the US as traders started squaring positions ahead of Federal Reserve Chair Jerome Powell’s US Senate testimony later today. David Kohl, our Chief Economist, explains why the path of least resistance for European inflation data is lower, despite the latest data continuously surprising to the upside, and Manuel Villegas from Next Generation Research shares his latest views on digital assets, namely layer 1 and layer 2 protocols.00:14 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)03:49 EU inflation data an...2023-03-0712 minMoving Markets: Daily NewsMoving Markets: Daily NewsYet more comments from Jerome PowellA week after delivering a 25 basis point interest rate hike, Federal Reserve Chairman Jerome Powell welcomed disinflation yesterday, but warned that if we see stronger labour reports, or signs that inflation is creeping back in then “it may well be the case that we have to do more and raise rates more than is currently priced in”. The US equity markets dithered about which way to go during his speech but closed higher on the day as they focused on the disinflation comment, with a particularly strong showing from tech stocks. David Kohl, Chief Economist delivers his thoughts on what...2023-02-0807 minMoving Markets: Daily NewsMoving Markets: Daily NewsYields rise ahead of Jerome Powell speech todayJerome Powell is scheduled to speak today with Investors eagerly awaiting his remarks. Rishi Sunak will appoint a new Conservative Party chair, after he sacked Nadhim Zahawi over a tax scandal more than a week ago. The Australian Dollar extended its gains and bonds fell after the central bank raised its key rate to the highest in 10 years. Sophie Altermatt, from Macro & Next Generation Research gives us insights about Chinas economic recovery and Eric Mac from Research Hongkong provides an update on Asian tourism.00:14 Introduction and markets wrap-up by Alex Petersen (Investment Writing)02:45 China recovery...2023-02-0709 minMoving Markets: Daily NewsMoving Markets: Daily NewsThe Fed is in focus todaySeveral data releases yesterday showed encouraging signs that the Federal Reserve’s interest rate hikes over the past year have begun to slow inflation. Investors are now eagerly awaiting today’s interest rate decision from the US and subsequent comments from Fed Chairman Jerome Powell – which could certainly provide the big headlines of the day. Dario Messi of Fixed Income Research provides an update on this week’s central bank action and what it all means for investors.00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)04:05 Central Banks – what’s coming up this week by Dario Mes...2023-02-0108 minArchaic PodcastArchaic PodcastArchaic Podcast 442 - UnivacElectronic music project born in 2010 in Rubi (Barcelona). Created by Rafael M. Espinosa as only member and creator also of the Industrial Music project Geistform. Univac bases his proposal on analogic sounds, rhythms, and sequences. Located in electro scene, follows the direction of called “Hague sound” and “robot electro”. In 2011 debuts with first EP “Radiation” on the legendary label Bunker records (Holland). In 2016 Univac sign for 30D Records to release an EP where a Der Zyklus remix is included. In this EP Univac show his recognizable sound between Drexciya and the pure analog synth waves creating a direct and amazing elektro soun...2023-01-051h 35Moving Markets: Daily NewsMoving Markets: Daily NewsIs a soft landing on its way?US markets were buoyed yesterday by the US Federal Reserve Chairman Jerome Powell saying that smaller interest rate increases are likely to be coming – as early as this December.  Asian markets also rallied on the back of the US optimism and an initial easing in China’s Covid-zero approach. Carsten Menke, Head of Next Generation Research talks about the current moves in gold and silver, and what he expects going forwards, and Nicolas Jordan updates us on the thinking at this week’s Investment Committee meeting.00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing) 03:13 Update o...2022-12-0108 minMoving Markets: Daily NewsMoving Markets: Daily NewsMarkets still digesting Jackson HoleStock markets are taking a small breather this morning, reassessing the situation after it took Federal Reserve Chair Jerome Powell eight minutes to dictate the new normal with regard to the central banks’ inflation fighting plans. US Treasury yields are slightly down but the US yield curve is still heavily inverted. Markus Allenspach, Julius Baer’s Head of Fixed Income Research, explains where he see yields heading and whether it is time to ramp up exposure now.00:09 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)04:05 Jackson Hole and its afte...2022-08-3009 minMoving Markets: Daily NewsMoving Markets: Daily NewsMarkets reacting hawkish after Jackson HoleFederal Reserve Chairman Jerome Powell spoke on Friday, with the markets reacting hawkish to his comments. In Europe, natural gas prices posted the biggest weekly gain in two months surging to fresh highs. Markus Wachter, from Technical Analysis, gives us a technical update.00:09 Introduction and markets wrap-up by Alexander Petersen (Investment Writing)02:52 Technical update by Markus Wachter (Technical Analysis)05:36 Closing remarks by Alexander Petersen (Investment Writing)2022-08-2906 minMoving Markets: Daily NewsMoving Markets: Daily NewsInterest rate hawks and doves are waiting for Jerome Powell’s speechGlobal financial markets are awaiting today’s speech by Jerome Powell, while power prices in Europe continue to rise. Tim Gagie, Head of FX  & Precious Metals Solutions Geneva, looks at the major currency moves this week. Sipho Arntzen, Next Generation Research, shares his views on Ethereum and the upcoming ‘Merge’00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)04:16 FX update by Tim Gagie (Head of FX&PM Solutions Geneva)06:57 Digital assets by Sipho Arntzen (Next Generation Research)10:48 Closing remarks by Mike Rauber (Investment Writing)2022-08-2611 minMoving Markets: Daily NewsMoving Markets: Daily NewsMarkets are anticipating a more hawkish lean before Jackson HoleChina is stepping up stimulus spending with a further 1 trillion yuan. Federal Reserve Chair Jerome Powell is due to speak on Friday, with the market anticipating a more hawkish lean to his comments. Carsten Menke, our Head of Next Generation Research, shares his views on industrial metals and Nicolas Jordan from the CIO talks about what it means as markets are waiting for the next rate hike.00:09 Introduction and markets wrap by Alexander Petersen (Investment Writing)02:50 Industrial metals by Carsten Menke (Head of Next Generation Research)05:40 IC Meeting Update by...2022-08-2510 minMoving Markets: Daily NewsMoving Markets: Daily NewsThe pressure on stock markets intensifies before Jackson HoleBoth equities and bonds have had a bad start to the week on rising fears of Federal Reserve Chair Jerome Powell delivering a hawkish message at the Jackson Hole Symposium where he is scheduled to speak on Friday. The euro stays under pressure after falling to a two-decade low versus the US dollar yesterday. Mathieu Racheter, our Head of Equity Strategy, shares his views on equity markets going forward.00:09 Introduction and markets wrap by Roman Canziani (Head of Investment Writing)04:18 Equity markets outlook by Mathieu Racheter (Head of Equity Strategy)06:18...2022-08-2306 minMoving Markets: Daily NewsMoving Markets: Daily NewsStock markets spike despite the Fed hiking rates by 75 basis pointsStock markets in the US rallied after Federal Reserve Chair Jerome Powell hinted at a slowing pace of interest hikes on signs of an economic slowdown. The US dollar is lower while oil and gold are higher. Mathieu Racheter, Head of Equity Strategy, comments on the first part of the earnings reporting season.00:18 Introduction by Alexander Petersen (Investment Writing)00:38 Markets wrap by Roman Canziani (Head of Investment Writing)04:31 Battery Metals Recycling by Carsten Menke (Head of Next Generation Research)07:12 Earnings Update by Mathieu Racheter (Head of Equity Strategy...2022-07-2811 minBeyond MarketsBeyond MarketsIt’s tapering time for the FedAfter the Federal Reserve’s (Fed) meeting last week, Chairman Jerome Powell explained that they would start to reduce the pace of asset purchases, a process called tapering. Can the markets withstand this reduction in liquidity? Find out more in this episode.Since Covid hit the United States in March last year, the Fed had been purchasing USD 120 billion a month in securities. It plans to reduce these purchases by USD 15 billion each month starting from this December. Powell noted that the asset purchases had been a critical tool supporting the economy and the markets. However it was ti...2021-11-1012 minRun it Red with Ben SimsRun it Red with Ben SimsBen Sims 'Run It Red' 079Run it Red Episode 79 and after last episode's different format, we return to the usual: 2 hours of the best music I've been sent or bought since the last show.   If you're enjoying the show, and have the means, drop a donation to some worthy charities in the link below. Stay Safe, Sims x Charity Link: biglink.to/Charities Subscribe: >>> fanlink.to/runitred Send your music >>> promos@djbensims.com Spotify Playlist: bit.ly/RUNITREDSPOTIFY   1. Mr. G - Stinky. Phoenix G 2. JT Donaldson - What I Got. Hudd Trax 3. Keita Sano - Flowtation . Esuoh 4. Jacques Re...2021-08-042h 03UNLOCKED SilbernUNLOCKED SilbernReady or Not?: For Righteousness (Jérôme Baer)Die Bibel spricht davon, dass wir in unserem Leben einen geistlichen Kampf führen. Die Frage ist, bist du «Ready or Not?» Diese Serie über die Waffenrüstung soll uns helfen, die Taktiken vom Feind zu entlarven undhen Kämpfe zu gewinnen.2021-04-2331 minThink dänk!Think dänk!Die Wiedereingliederung von psychisch Kranken in PandemiezeitenDie Covid-19-Pandemie beeinflusst das tägliche Leben der Schweizer in einer nie dagewesenen Weise. Die gesundheitlichen Folgen für die Bevölkerung sind gravierend: Der psychische Stress und Depressionen sind rasant angestiegen. Die Ergebnisse der Studie von Covid-19 Science Task Force sprechen Bände: Die Anzahl der Personen, die an schweren depressiven Symptomen leiden, hat sich zwischen der ersten und zweiten Coronawelle versechsfacht. Das betrifft 18% der Bevölkerung, sprich jede fünfte Person. Wie kann man den Betroffenen helfen? Und wie kann man sie dabei begleiten, wieder Fuss in dem Arbeitsmarkt zu fassen? Darüber spr...2021-03-0224 minL\'âme à lireL'âme à lire#7 Eveil musical et chant chez les enfantsAujourd'hui, on parle musique avec Géraldine, cheffe de choeur à l'Association des Chorales Franco-Allemandes de Zurich (http://www.acfaz.ch) et pour d'autres choeurs de la région. Plus exactement, on va parler d'éveil musical et de chant choral pour les enfants : quand et par quoi commencer ? comment le mettre en place? Quels sont les bienfaits du rythme et du chant choral sur l'apprentissage du language? Géraldine a patiemment répondu à toutes mes questions. Elle s'est aussi prêtée au jeu de la sélection de livres avec brio. Voici les livres que nous avons sélectionnés pour cet é...2020-11-1151 minUNLOCKED SilbernUNLOCKED SilbernDangerous Prayers: Send Me (Jérôme Baer)Unser Gebet bewegt das Herz von Gott – doch nicht jedes Gebet hat immer das gleiche Ausmass. Hast du dich auch schon mal gefragt, warum Gott dein Gebet nicht erhört hat? Warum sich dein Gebet manchmal so leer anfühlt? Wünschst du dir mehr Durchbruch in deinem Gebet? In dieser Serie wollen wir das Potential deines Gebets freisetzen und dir helfen, mutiger und stärker zu beten – Gebete, die Gottes Herz bewegen.2020-10-1635 minBleep Radio w/ Trevor WilkesBleep Radio w/ Trevor WilkesBleep Radio #454 w/ Trevor Wilkes [Glurp, Blurp, Bleep]Bleep Radio w/ Trevor Wilkes airs every Friday at 11:45am EST. Techno, House, and Electro live-streams from Hamilton, Ontario since 2004. Track IDs, questions, and comments are always welcome. Each stream is archived in all the usual forms found below. FitM T-Shirts now available: https://drat.bigcartel.com/ Soundcloud: http://bit.ly/2XtPgzG Youtube: http://bit.ly/2GFcWYs Facebook: http://bit.ly/2YBBuHY Direct downloads, tracklists, and other information can be found on www.bleepradio.ca Discogs list of records used in this mix: https://www.discogs.com/lists/589836 ----------------------------------------------------------------------------------- Tracklist: 1 - Otto Von Schirach "Madame Queef Blizzard" Schematic 27 [ 2002 ] 2 - T...2020-06-121h 13The Official ABB FIA Formula E PodcastThe Official ABB FIA Formula E PodcastDi Grassi Steps Up In ZurichAfter victory for Lucas di Grassi in the 2018 Julius Baer Zurich E-Prix, Formula E Radio’s Jonathan Legard, Tom Gaymor and Emma Walsh look back on an intense race – the first motorsport race held in Switzerland for sixty years. Having been second in each of the last four rounds, di Grassi refused to be runner-up again! Meanwhile, Sam Bird kept his Championship battle with Jean-Eric Vergne very much alive heading into July's season-ending double-header in New York City. We hear from the Top 3 finishers - di Grassi, Bird and Jerome D’Ambrosio, spectator and supermodel Naomi Campbell, plus former F1 driver...2018-06-1030 minTechno MixesTechno MixesDJ Jon Hussey RTE 2FM Mix May 2015RTE 2FM – 10/5/2015 DJ Set Live recording from my set from Sunil Sharpes 2FM Late night Sessions on the 10th of May ’15! Killer and classic tracks from Freddy Fresh, DJ Hyperactive, Chris Sattinger, Takaaki Itoh, @Blawan, Minimum Syndicat, @Lag, Johan Platt, Ansome, Jerome Hill, Henning Baer, the latest Earwiggle compilation and more ‘Techno’ Inside!!2015-05-1359 minDJ Jon Hussey podcast feedDJ Jon Hussey podcast feedDJ Jon Hussey RTE 2FM Mix May 2015RTE 2FM – 10/5/2015 DJ Set Live recording from my set from Sunil Sharpes 2FM Late night Sessions on the 10th of May ’15! Killer and classic tracks from Freddy Fresh, DJ Hyperactive, Chris Sattinger, Takaaki Itoh, @Blawan, Minimum Syndicat, @Lag, Johan Platt, Ansome, Jerome Hill, Henning Baer, the latest Earwiggle compilation and more ‘Techno’ Inside!!2015-05-1359 min