Shows
Moving MarketsAlphabet’s big raise, Japan’s big run, and precious metals’ way aheadUS stocks rose, with the S&P 500 near a record, led by technology and AI on renewed OpenAI momentum. Alphabet’s USD bond sale drew over USD 100 billion in demand, allowing it to raise USD 20 billion and tighten pricing on its 40‑year bond. The USD weakened on reports that China’s banks are advised to cut their US Treasury holdings. Europe closed higher on strong gains from UniCredit and Novo Nordisk, while Asia followed Wall Street, with regional technology at new highs and Japan hitting another record. Carsten Menke, Head of Next Generation Research, discusses the precious metals market after its reco...
2026-02-1010 min
Moving MarketsThe View Beyond: What Kevin Warsh means for marketsThe nomination of Kevin Warsh as the likely next chair of the Federal Reserve has prompted immediate market reactions and renewed debate around the future direction of US monetary policy. What should investors expect as the Fed faces new leadership?In this episode of Julius Baer’s Moving Markets – The View Beyond, Ayako Lehmann is joined by David Kohl, Chief Economist, to discuss the implications of Kevin Warsh’s nomination to lead the Federal Reserve. They examine market reactions, the prospects for rate cuts, the outlook for the US dollar, and the potential impact on asset classes includ...
2026-02-0720 min
Moving MarketsAI disruption, US Treasury funding, earnings, and emerging-market outperformanceThe rotation out of technology stocks continued, with software shares selling off on AI‑disruption concerns, while cyclical stocks outperformed. WalMart reached a USD 1 trillion market‑cap milestone. German long‑dated yields hit their highest level since 2011 as heavy issuance lifted supply. Precious metals remain volatile but rebounded sharply, while Brent oil rises on Middle East tensions. In earnings, Novo Nordisk expects sales to fall this year due to pricing pressure. Afonso Borges from Fixed Income Research outlines developments in the US fixed income market and our Overweight stance on duration. Nenad Dinic from Equity Strategy provides an update on the...
2026-02-0419 min
Moving MarketsFrom turmoil to upswing: rebounding markets and a standout from PalantirAfter a deep slump at the open, market sentiment turned and equity markets swung sharply into positive territory, while precious metals — which had been under intense pressure — began to claw back recent losses in the hours that followed. In the US, tech favourite Palantir impressed after the close with stronger than expected results. And looking ahead, Carsten Menke, Head of Next Generation, shares his perspective on what the recent volatility means for precious metals and the path forward.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content
(00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
(05:13) - Maki...
2026-02-0310 min
Moving MarketsHistoric sell-off in gold and silverGold and silver plummeted in a historic sell-off amid volatility and margin calls, triggered by speculation of a hawkish Fed chief pick. Markets reel as global equities tumble this morning, while investors brace for key earnings and central bank decisions in a turbulent start to February. Our Chief Economist David Kohl shares his view on what to expect from a Warsh-led Fed. And Mensur Pocinci, Head of Technical Analysis, explains why the long-term trend in precious metals is still positive after the crash.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content
(00:31) - Markets wrap-up: Jan Bopp, Product...
2026-02-0213 min
Moving MarketsTechnology earnings, historic moves in precious metals, and Kevin Warsh to be the next Fed chair?US equities were mixed yesterday, with investors rotating out of technology as Microsoft dropped sharply while Meta jumped. In Europe, SAP’s steep fall weighed on the DAX, while the Swiss market outperformed. Precious metals are experiencing extreme volatility after record highs, energy prices are rising amid escalating Middle East tensions, while markets also price in the growing likelihood that Kevin Warsh will become the next chairman of the US Federal Reserve. Tim Gagie, Head of FX Advisory Geneva, explains what to watch in an environment of historic precious‑metal volatility and dollar weakness.(00:00) - Introduction: Hele...
2026-01-3011 min
Moving MarketsFed holds steady, S&P 500 hits 7,000 and gold smashes recordsThe US Federal Reserve left rates unchanged and struck a data‑dependent tone, even as political pressure around the central bank intensifies. The S&P 500 briefly crossed 7,000 before paring gains, tech earnings from Meta, Microsoft and Tesla sent mixed signals after the close, and European markets fell on volatile moves in ASML and LVMH. The US dollar rebounded on comments from Treasury Secretary Bessent, while geopolitical tensions pushed oil higher and gold surged above USD 5,500 as silver and copper also reached record highs. Today we are joined by Carsten Menke, Head of Next Generation Research, for a timely update on...
2026-01-2911 min
Moving MarketsThe View Beyond: Is the precious metals mania set to continue?After a remarkable 2025, gold and silver have surged to new highs in early 2026, driven by a complex mix of geopolitical developments and speculative flows. What is fuelling this rally, can it continue, and how should investors position themselves in these volatile markets?In this episode of Moving Markets – The View Beyond, Bernadette Anderko is joined by Julius Baer’s Carsten Menke, Head of Next Generation Research, and Christopher Irwin, Head of FX and Precious Metals Trading, to dissect the forces behind the explosive moves in gold and silver. The discussion covers the impact of US political dynamics, the...
2026-01-2816 min
Moving MarketsThe music plays in FX and precious metalsMarkets opened the week with a weaker US dollar and sharp gains in gold and silver. Precious metals broke key levels, with gold rising as high USD 5,100 and silver to over USD 112 an ounce. Equities and bonds were relatively calm, but global stocks are still near record highs. China’s annual industrial profits rose for the first time since 2021 and India and the EU announce a trade deal. Energy prices are being supported by cold weather in the US and geopolitics. Manuel Villegas from Next Generation Research discusses stablecoins and the broader crypto backdrop.(00:00) - Introduction: Be...
2026-01-2712 min
Moving MarketsThe beat goes on for silver and goldSilver sailed past USD 100 on Friday and has topped 107.50 in Asia this morning. Meanwhile, gold has broken through the USD 5,000 mark. There’s a lot of focus on USD/JPY and a possible US government shutdown is also now on the cards. Along with the twists and turns of geopolitics, markets now face a dense run of central bank decisions and one of the busiest earnings weeks of the year. Our analysts expect a test of conviction as markets navigate policy, growth, and profits simultaneously. Mensur Pocinci, Head of Technical Analysis, provides more colour on the moves in precious me...
2026-01-2610 min
Moving MarketsThe View Beyond: Does China’s 2026 rally echo 2015?China’s markets are off to a strong start in 2026, raising renewed comparisons to the 2015 boom‑and‑bust just as global tensions escalate — from dramatic US moves over Greenland to a surge in gold prices and a weakening dollar. With capital rotating out of U.S. assets and liquidity patterns shifting across Asia, does today’s rally carry familiar risks, or does it mark the start of a very different cycle? In this episode of Moving Markets – The View Beyond, Richard Tang, Head of Research Hong Kong at Julius Baer, speaks with Hong Hao, Managing Partner and C...
2026-01-2423 min
Moving MarketsThe View Beyond: Does China’s 2026 rally echo 2015?China’s markets are off to a strong start in 2026, raising renewed comparisons to the 2015 boom‑and‑bust just as global tensions escalate — from dramatic US moves over Greenland to a surge in gold prices and a weakening dollar. With capital rotating out of U.S. assets and liquidity patterns shifting across Asia, does today’s rally carry familiar risks, or does it mark the start of a very different cycle? In this episode of Moving Markets – The View Beyond, Richard Tang, Head of Research Hong Kong at Julius Baer, speaks with Hong Hao, Managing Partner and C...
2026-01-2423 min
Moving MarketsMarkets calmer, dollar slides, metals surgeGlobal risk sentiment improved as geopolitical tensions eased, diplomatic efforts advanced, and resilient US data lifted equities while pushing volatility and high-yield credit spreads to their lowest since 2007. European stocks played catch‑up, supported by their cyclical exposure and positive company‑specific news. The US dollar has weakened sharply this week, boosting risk‑sensitive currencies. Commodities are surging, with gold and silver extending their historic rallies on strong momentum and a weaker dollar. The Bank of Japan kept rates unchanged but struck a hawkish tone. Tim Gagie, Head of FX Advisory Geneva, discusses the historic rally in precious metals and in...
2026-01-2311 min
Moving MarketsMarkets hold their breath as Trump takes the stage in DavosMarkets continue to de-risk and the “Sell America” narrative gains traction as geopolitical tensions over Greenland spook investors, triggering an equity sell-off, a weaker dollar, and soaring precious metals. With scant data ahead, all eyes are now on President Trump’s keynote speech at the World Economic Forum in Davos later today for clues on policy direction and de-escalation potential. We’re joined by Dario Messi, Head of Fixed Income Research, for an update on Japanese bond markets, and Mathieu Racheter, Head of Equity Strategy Research, who shares his view on how recent geopolitical risks might impact global equity markets...
2026-01-2112 min
Moving MarketsUS equity market rotation gaining steamThe average stock in the US rose yesterday, but investors shifted away from technology and bank stocks. European equities reached a new all-time high, though German stocks experienced their first decline in eleven days. Geopolitical tensions and announcements from the Trump administration led to demand for US Treasuries driving yields lower and also caused volatility in precious metals and oil, which rose initially but then declined. Weakness in US technology is affecting Asia, however, the main equity indices there remain stable. Carsten Menke, Head of Next Generation Research, discusses the factors behind silver’s incredible rally, and Mathieu Racheter, He...
2026-01-1515 min
Moving MarketsUS Fed Chair responds to DoJ’s threat of criminal investigationJerome Powell has responded to the threat of criminal charges against him relating to the renovation of historic Fed buildings, stating that they are nothing to do with this and rather reflect the fact that he will not bow to political interference when it comes to matters of monetary policy. US futures and the dollar have fallen since he spoke yesterday. This comes after record closes for the Dow Jones and S&P 500 on Friday. Mensur Pocinci, Head of Technical Analysis, joins today’s podcast to discuss the technical take on US equity performance as well as the continued ri...
2026-01-1210 min
Moving MarketsDefence stocks surge as markets await key US jobs dataDefence stocks soared across the globe yesterday after US President Trump called for a bigger military budget. Meanwhile, technology shares stumbled, oil rebounded sharply, and precious metals gained ground. In Asian trading, Fast Retailing impressed with strong earnings, while Rio Tinto slipped on merger talks with Glencore. We also discuss the narrowing US trade deficit, the Fed’s dovish signals, and Switzerland’s muted inflation backdrop. Joining our show today is Tim Gagie, Head of FX/PM PB Geneva, with an update on metals and currencies.(00:00) - Introduction: Helen Freer, Product & Investment Content
(00:45) - Markets wrap-up: Luci...
2026-01-0913 min
Moving MarketsThe View Beyond: Market Outlook 2026 – Reset, Rebalance, Go GlobalInvestors should prepare themselves for 2026 to be a year that rewards those who adapt early to the resets and rebalancing which are shaping the new investment landscape. So, what are the key themes?In this edition of Moving Markets - The View Beyond, Bernadette Anderko sits down with Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, to discuss Julius Baer's Market Outlook 2026 and why it’s important not to let a single country or theme dominate portfolios. Asian equities, artificial intelligence, defensives, and European cyclical stocks all have a role to play. The co...
2026-01-0917 min
Moving MarketsEquity markets pause for breath as they digest geopoliticsGlobal equity markets closed marginally lower yesterday as they weighed the US administration’s moves on Venezuela and the potential for escalation regarding Greenland. Nevertheless, there were some bright spots: the Nasdaq was boosted by Alphabet, and the Kospi saw gains this morning as Samsung announced impressive Q4 earnings guidance. Defence stocks rose in Europe, but fell in the US, for different reasons. Amidst the surge in precious metals prices, Carsten Menke, Head of Next Generation Research, explains why he believes that silver prices have moved too far, too fast of late, and why investors need to distinguish between fl...
2026-01-0812 min
Moving MarketsThe equity rally continuesGlobal equities surged with US, European, and Asian markets reaching new highs, brushing aside geopolitical concerns. Copper and precious metals spiked on supply concerns and strong demand, while bond markets priced in more rate cuts following softer European inflation data. Still, geopolitical risks and upcoming economic data remain in focus, creating the first challenges of the year in Asian trading this morning. On today’s show, Dario Messi, Head of Fixed Income Research, shares what these developments mean for the bond market, and Mathieu Racheter, Head of Equity Strategy, outlines his sector outlook for 2026.(00:00) - Introduction: He...
2026-01-0713 min
Moving MarketsGeopolitical tensions greet the New YearGlobal markets surged in 2025, fuelled by economic growth, AI optimism, and central bank rate cuts, though there were sharp swings in volatility at times. Commodities diverged: oil ended lower while precious metals soared, led by gold’s biggest annual gain in 46 years. 2026 started on a strong footing, driven by semiconductor stocks. Over the weekend, geopolitical tensions spiked with the arrest of Venezuela’s Nicolas Maduro, lifting gold as Brent held near USD 60 amid oil supply concerns. Mensur Pocinci, Head of Technical Analysis Research, expects the USD and related assets to remain in a bear market, while precious metals are like...
2026-01-0510 min
Moving MarketsFed sparks equity rally but big tech stumblesEquities rallied broadly following the Federal Reserve’s post-rate-cut communication, though big tech underperformed amid concerns over valuations and leverage. At the same time, precious and industrial metals regained investor attention as the US dollar weakened and expectations for Chinese stimulus grew. Today, we’re joined by Tim Gagie, Head of FX Advisory in Geneva, who shares his insights on the recent dynamics in currency and metal markets.(00:00) - Introduction: Helen Freer, Product & Investment Content
(00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
(06:08) - FX and metals update: Tim Gagie, Head of FX/PM PB G...
2025-12-1212 minMoving MarketsStocks stage cautious reboundEquity markets staged a cautious rebound yesterday, with major indices posting modest gains. In Europe, utilities led the advance, lifting the broader market, while in the US, leadership came from big tech and AI-related stocks. Sentiment was buoyed by SoftBank founder Masayoshi Son’s revelation that he was “practically crying” to sell the company’s Nvidia stake, alongside a strong earnings report from MongoDB. However, not all segments participated in the rally – precious metals lagged, and the energy sector saw a notable reversal. Meanwhile, DarioMessi, Head of Fixed Income Research, discusses expectations surrounding the still-pending appointment of a new Fed Chair...
2025-12-0311 minMoving MarketsSilver is stealing the showNovember closed with markets focused on hopes of a Fed rate cut, which overshadowed fears of an AI bubble. The S&P 500 made strong gains in a holiday-shortened week, while technology lagged, leaving the Nasdaq down in November for the first time after seven months of gains. European equities ended the month slightly higher, supported by the strong outperformance of Switzerland’s SMI last week. Silver is hitting new highs, while gold is also climbing. In Asia, Chinese PMI data disappointed, while India stood out with 8.2% GDP growth in the third quarter. The head of Japan’s central bank hint...
2025-12-0111 min
Beyond MarketsThe Week in Markets: Lower rates, higher precious metals, and the “Holy Grail” of Artificial General IntelligenceThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Signs of a slowing economy, and speculation of a very dovish new Federal Reserve chairman in May 2026, are behind the futures market pricing in substantial rate cuts over the next year. Historically, substantially lower rates weaken the d...
2025-12-0112 minMoving MarketsA rare reversal in US equitiesStock markets swung sharply as NVIDIA’s post-earnings rally reversed into losses, triggering a sell-off on Wall Street. Robust US employment data and hawkish signals from US Federal Reserve officials dampened hopes of interest rate cuts, while defensive sectors held firm and oil prices slipped amid Ukraine peace talks. Japan unveiled a new stimulus package—the largest since the Covid crisis. Tim Gagie, Head of FX Advisory in Geneva, discusses how investors are navigating tough choices amid persistent volatility in precious metals, mixed economic indicators, and shifting currency flows, including notable Swiss franc selling this week.(00:00) - In...
2025-11-2112 minMoving MarketsFed hawkishness and China data weigh on investor sentimentMarkets turned risk-off after early optimism. European stocks reversed gains, with the STOXX 600 down 0.6%. In the US, hawkish Federal Reserve comments erased the relief rally: the Nasdaq dropped 2.3%, Bitcoin fell back below USD 100,000, and gold eased slightly. Odds of a December rate cut slipped to 50% following remarks by several Fed members, lifting US Treasury yields. US president Trump plans tariff cuts on food imports to tackle inflation. Brent crude rebounded from midweek losses. The dollar softened, the Swiss franc strengthened, the yen hit a record low against the euro, and sterling remains volatile. Weak Chinese data weighed on Asian...
2025-11-1411 minMoving MarketsAs the US government shutdown ends, the equity rally continuesWe need to exclude tech stocks though. Whilst the S&P 500 rose, and the Dow Jones closed above 48,000 for the first time ever, the Nasdaq Composite closed lower yesterday, with investors further rotating out of technology and into industrials, financials and healthcare stocks. News of the end of the US government’s longest ever shutdown also provided a muted boost to Asia’s stock markets.European stocks closed broadly higher, continuing their upward trend this week. Even gold saw a relief rally. Carsten Menke, Head of Next Generation Research joins the podcast today to try to make sense of just...
2025-11-1311 minBeyond MarketsIs the gold narrative shifting?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Gold has been on a wild ride lately — surging past USD 4,000 an ounce before tumbling in one of its biggest corrections in years. What’s really driving this volatility, and how are the narratives around gold evolving?...
2025-11-1226 min
The Bible Standard - Discover the Truth. (By Christadelphianvideo.org)Thoughts on the Bible Readings November 11th (Ezra 7; Hosea 8; Acts 27)Ezra 7 tells of the personal qualities of Ezra the priest - verse 6 skilled in the Law of Moses that Yahweh had given Israel; verses 9-10 Ezra had set his heart to study God's Law and therefore the good hand of God was upon him (what a lesson to us); and Ezra graciously thanked the Almighty for His loving kindness ('chesed') shown to His people Israel (verse 27). The chapter tells of king Darius' generosity and material support for the work of building the temple; and the king's command to the Governors on the east of Jordan to materially support the...
2025-11-1003 min
The Bible Standard - Discover the Truth.Thoughts on the Bible Readings November 11th (Ezra 7; Hosea 8; Acts 27)Ezra 7 tells of the personal qualities of Ezra the priest - verse 6 skilled in the Law of Moses that Yahweh had given Israel; verses 9-10 Ezra had set his heart to study God's Law and therefore the good hand of God was upon him (what a lesson to us); and Ezra graciously thanked the Almighty for His loving kindness ('chesed') shown to His people Israel (verse 27). The chapter tells of king Darius' generosity and material support for the work of building the temple; and the king's command to the Governors on the east of Jordan to materially support the...
2025-11-1003 min
Behind the BusinessImmersive Art and Community Impact: The Precious Julius StoryPrecious Julius, founder of Last Minute Gallery, is transforming how Waterloo Region experiences art. What began as a passion project has grown into a vibrant, award-winning platform that celebrates emerging artists, fosters collaboration, and brings art directly into the community through immersive, hands-on events.In this episode, Precious shares the journey of building Last Minute Gallery, the inspiration behind The Art Experience, and how he connects artists with audiences in meaningful ways. From winning the 2025 Small Business Awards Event Impact Award to navigating the evolving arts landscape, he offers an insider’s perspective on...
2025-11-0627 minBeyond MarketsThe challenge of reducing USD exposure without sacrificing yieldThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts October was a busy month for those involved in FX transactions and the vagaries of the precious metals markets. With the US Federal Reserve having started to lower rates and continuing expectations of a weakening dollar, how a...
2025-11-0310 minMoving MarketsMixed markets, metals meltdown, and CHF strengthEuropean and US equity markets were mixed yesterday, with gains from strong earnings offset by declines in mining stocks. French shares reached record highs despite political uncertainty. The Dow Jones Industrial Average hit a new peak following robust earnings. US Treasury yields fell on weak data; gold and silver saw steep declines; the USD strengthened, and the Swiss franc approached record highs amid resilient exports. India and the US are reportedly negotiating a trade deal involving lower tariffs and reduced Russian oil imports. Carsten Menke, Head of Next Generation Research, provides his timely take on one of the sharpest...
2025-10-2211 minMoving MarketsOn banks, gold and the USDUS stocks opened higher yesterday, but then reversed course. Small caps underperformed, and market volatility rose amid credit concerns at regional banks. In Europe, Swiss and French equity markets outperformed, supported by positive corporate news and France temporarily avoiding a political crisis. Gold extended its record-breaking rally. The yield on the 10-year US Treasury fell below a key threshold, reflecting weak economic data and dovish comments from Federal Reserve Governor Christopher Waller. Mathieu Racheter, Head of Equity Strategy, shares his insights on bank earnings and talks about US vs European banks. Tim Gagie, Head of FX & PM Solutions in...
2025-10-1714 minMoving MarketsMarkets pause as geopolitical shifts and rare earth tensions take centre stageAfter a strong rally, US and European markets paused, with major indices closing lower amid a more cautious mood. In Europe, Ferrari’s downward revision to guidance and HSBC’s restructuring in Hong Kong weighed on sentiment, even as Germany’s DAX reached a fresh intra-day high. Geopolitical developments dominated headlines, with Israel and Hamas agreeing to a ceasefire. Gold and oil prices retreated on the news. Meanwhile, silver surged past USD 50 an ounce for the first time ever yesterday. China’s expanded restrictions on rare earth exports triggered a rally in US mining stocks, underscoring strategic tensions in global t...
2025-10-1011 minMoving MarketsGold breaks records as markets pauseGlobal equity markets paused after a strong rally, with US equities dipping slightly and bringing an end to a seven-day winning streak as Oracle’s weak cloud margins raised concerns about profitability in AI infrastructure. European stocks remained flat, though French luxury brands outperformed. Airbus broke a major commercial barrier when its A320 family of planes overtook the Boeing 737 to become the most delivered jetliner in history. In currencies, the yen and euro weakened amid political shifts, while the US dollar strengthened. Meanwhile, gold surged past USD 4000 per ounce, continuing its record-breaking run. To talk about what is behind th...
2025-10-0817 minMoving MarketsFinancial markets shrug off the shutdown and embrace AIEuropean and US stock markets rallied on Wednesday, seemingly unconcerned by the US government shutdown. The S&P 500 closed above the 6,700 level for the first time ever. Asian stocks, particularly in South Korea, were boosted overnight after OpenAI signed an agreement with Samsung Electronics and SK Hynix for them to supply the company with memory chips. OpenAI also completed a share sale at a record USD 500 billion valuation, making the creator of ChatGPT the world’s most valuable startup. Tim Gagie, Head of FX Advisory Geneva shares what he is seeing in terms of market activity in precious metals – ther...
2025-10-0211 minMoving MarketsEquities rebound and gold reaches another all-time highMarkets faced a turbulent week, starting with caution amid hawkish Fed commentary and trade tensions, but ending on a more optimistic note thanks to a solid US inflation report. Global equities rebounded on Friday, though US equities still closed the week in negative territory. In contrast, European markets held steady, supported by robust economic data and reassurance regarding pharmaceutical tariffs. Meanwhile, gold continues its upward momentum. Mensur Pocinci, Head of Technical Analysis, explains why he still likes the precious metal, he discusses this year’s lacklustre performance of Swiss equities and offers guidance for Swiss investors, noting that the Sw...
2025-09-2910 minMoving MarketsMarkets rattle as data surprises and tariffs returnMarkets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prompted markets to reassess the outlook for future interest rate cuts. Overnight, trade tensions resurfaced as US President Trump announced new tariffs targeting pharmaceuticals and heavy-duty trucks. Asian pharmaceutical stocks were quick to react, reflecting renewed concerns over global trade policy. Today, attention turns to the release of the US Personal Consumption Expenditures index, the Federal Reserve’s pr...
2025-09-2613 minMoving MarketsA new all-time high in time for the labour market reportThe S&P 500 is trading at fresh all-time highs ahead of today’s crucial US non-farm payrolls report, which iswidely seen as the final piece of the puzzle that could give the Federal Reserve the go-ahead to resume cutting interest rates. Meanwhile, Asian markets are rising, buoyed by positive trade developments out of Japan and broader optimism in the region. Joining us today is Tim Gagie, Head of Private Banking Sales in Geneva for FX and Precious Metals, to discuss which currencies – beyond the usual suspects – could benefit from a renewed weakening of the US dollar.(00:00) - Intr...
2025-09-0512 minMoving MarketsPrecious metals shine as markets open SeptemberAugust saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US tariffs. Silver is breaking the USD 40 an ounce level – for the first time since 2011 – boosted by supply constraints and rising demand from the clean energy sector. After tech profit-taking last week and ongoing political risks in France, investors face a seasonally weak September with pivotal US labour market data due on Friday and the an...
2025-09-0110 minMoving MarketsFed independence in the spotlight as markets await key inflation gaugeYesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a supportive backdrop. Meanwhile, Donald Trump’s attempt to dismiss Federal Reserve Governor Lisa Cook, followed by her decision to sue the President, could have a profound effect on the relationship between the White House and the central bank. Stock markets remained robust yesterday, with the S&P 500 reaching a new intraday high. Attention now turns to today's key US economic data release: th...
2025-08-2916 minMoving MarketsThe ECB keeps rates unchangedEarnings remain in the spotlight, with notable gains in the banking sector, while Tesla tumbled amid US policy headwinds. The European Central Bank left interest rates unchanged and offered a modestly upbeat assessment of the eurozone economy, raising doubts among investors about further policy easing, even while US tariff threats still cloud the outlook. This pushed yields higher and weighed on gold. Tim Gagie, Head of FX/PM Private Banking in Geneva, explains why the precious metal has consolidated since Liberation Day, and why he agrees with the consensus view of higher prices for metals.(00:00...
2025-07-2511 minMoving MarketsGeopolitics meet monetary policyWhile US markets were closed yesterday for the Juneteenth holiday, the rest of the world did not escapemarket volatility. Global stocks fell as uncertainty surrounding the Israel-Iran conflict and potential US involvement continued. Meanwhile, central banks made their interest rate announcements: the Swiss National Bank cut its benchmark rate to 0%, whereas the Bank of England kept rates unchanged at 4.25%. This morning, oil prices have reversed slightly, trading lower; while gold is also down, putting it on track for a weekly loss. Joining us to discuss the latest developments in the US dollar, the Swiss franc, and precious metals is...
2025-06-2011 minMoving MarketsUS Treasury yields drive market volatilityYesterday’s trading session saw significant volatility in Treasury yields after the US House of Representatives approved President Trump’s major tax reform bill. This occurred amidst mixed macroeconomic data from the US. European stocks closed lower, while key US indices finished the day mixed around the zero line. Meanwhile, in Asia, one of the top stories overnight was the first phone call between the US and China since their meeting in Geneva. Asian markets were broadly higher. Bitcoin reached new record highs due to a combination of factors. To discuss the latest developments in the US dollar, platinum, and...
2025-05-2312 min
The Bible Standard - Discover the Truth. (By Christadelphianvideo.org)Thoughts on the readings for May 12th (Deuteronomy 29, Isaiah 1, Acts 27)Acts 27 tells of Paul’s journey to Rome for his case to be heard by the Emperor Nero. The ship sets sail in fine weather with only Luke accompanying the Apostle Paul on his voyage. The ship soon finds sailing difficult because of the opposing winds. When the ship reaches Crete it has now become too dangerous for sailing; and Paul advises that they should stay in Crete until the winter passes. But, the owner of the ship was determined to reach Rome as quickly as possible to receive his profit. The Roman Centurion decides to accept the ship ow...
2025-05-1106 minMoving MarketsWe have a deal!The US and the UK agreed a new trade deal yesterday, making the UK the first country to reach a deal with the US since US President Trump introduced new tariffs a month ago. Although this boosted global market sentiment, with US and European markets closing higher, UK stocks underperformed. The deal also weighed on safe-haven assets like US Treasuries and gold. Meanwhile, the Bank of England’s rate cut by 25 basis points was seen as a supportive move for the UK economy. Asia-Pacific markets were largely higher overnight, buoyed by China's stronger-than-expected export growth in April and a na...
2025-05-0912 minMoving MarketsStocks climb on Fed-cut hopesEquity markets continued their multi-day rally yesterday on US Federal Reserve comments indicating an openness to rate cuts and signs that trade negotiations were progressing. China may exempt some US goods from tariffs and Apple plans to shift the assembly of all US-sold iPhones to India as soon as next year. In this episode, we are joined by Tim Gagie, Head of FX and Precious Metals Solutions in Geneva, who shares his expertise on the latest developments in foreign exchange and metals markets.00:00 Introduction: Helen Freer, Investment Writing00:24 Markets wrap-up: Jan Bopp, Investment Writing
2025-04-2511 min
West Church's Podcasts1 Peter 2:4-10 | The Precious Saviour and His Precious PeoplePreached on Sunday April the 13th, 2025.1 Peter 2:4-10“As you come to him, a living stone rejected by men but in the sight of God chosen and precious, you yourselves like living stones are being built up as a spiritual house, to be a holy priesthood, to offer spiritual sacrifices acceptable to God through Jesus Christ. For it stands in Scripture: “Behold, I am laying in Zion a stone, a cornerstone chosen and precious, and whoever believes in him will not be put to shame.” So the honor is for you who believe, but for...
2025-04-1639 minBeyond MarketsGold: Separating the signals from the noiseThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts As global markets reel from the fallout of the "Liberation Day" tariff announcements, gold is once again thrust into the spotlight. Despite a recent pullback amidst the market turmoil, the yellow metal has risen by around 20% overall i...
2025-04-1113 minMoving MarketsRisk appetite disappeared on Wall StreetEuropean markets played catch-up with Wednesday’s US rally yesterday, with nearly all sectors posting significant gains. However, when US markets opened, risk appetite appeared to evaporate on Wall Street, as stocks fell despite subdued inflation data. There was some brief respite for Treasuries but they then resumed their sell-off from earlier in the week, sparking concerns among many about the health of the financial system. Asian markets delivered mixed performance overnight, but gold reached yet another record high. In this episode, we are joined by Tim Gagie, Head of FX and Precious Metals Solutions in Geneva, who shares hi...
2025-04-1111 minMoving MarketsAmazon outspends its rivals on AIEuropean equities surged to a new all-time high, driven by robust earnings reports and positive developments regarding a potential peace plan for Ukraine. US equities also gained ground, with the S&P 500 finishing just shy of 1% below its record high. However, Amazon's post-market earnings release tempered the positive mood, as strong results were offset by slower cloud growth and cautious first-quarter guidance. Notably, the company announced plans to invest USD 100 billion in AI infrastructure this year, outspending its rivals. Tim Gagie, Head of FX & PM Solutions in Geneva, joins the podcast to discuss the high volatility in currency markets...
2025-02-0711 minMoving MarketsEuropean stocks close at all-time high after ECB delivers as expectedThe European Central Bank delivered a 25 basis point rate cut yesterday and their comments left investors and traders alike expecting more cuts to come. The Stoxx 600 Index closed at a new all-time high. A busy day for earnings in both Europe and the US saw results from some of the big names and more news from the Magnificent 7. Microsoft, Meta, Tesla, and Apple all saw their shares move higher on the day and the major US indices ended the session in positive territory. Tim Gagie, Head of FX & PM Solutions Geneva, joins the podcast to talk about the reaction...
2025-01-3112 minBeyond MarketsWill the world run out of silver?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The growing demand for solar power is fueling concern about a looming shortage of silver. But how much of this is fact, and how much is speculation? What does the future hold for this essential metal?J...
2024-12-0515 minMoving MarketsFrench budget concernsTrading volumes were low due to the Thanksgiving holiday in the US. Investors’ focus was on the French budget discussions as French bond yields surpassed those of Greece for the first time on budget concerns. This morning some headlines around a potential further stimulus package in China at a key policy meeting in December are shaping the markets going into the weekend. And we also have Tim Gagie, Head of FX&PM Solutions Geneva, on the show. He talks about the US dollar, why he likes precious metals, and the seasonality of the Swiss franc.00:00 Introduction by He...
2024-11-2910 minMoving MarketsStock rally pauses to assess US CPI dataEuropean bourses closed Wednesday’s session lower. The Nasdaq followed suit in the US, with the Dow and the S&P 500 ekeing out small gains on the day. This followed the release of October US CPI data which came in as expected and added support to the expectation of another interest rate cut by the US Federal Reserve in December. There was also further US political news last night as the Associated Press announced that the Republicans have secured a majority in the US House of Representatives, which means that the new president will have the power to enact hi...
2024-11-1414 minBeyond MarketsGeopolitics and beyond - What's powering oil and gold?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts As we move into Q4 2024, gold prices continue their remarkable climb, while oil faces a more uncertain future amid heightened geopolitical tensions. What’s fueling these divergent trends in two of the world’s most important commodities, and w...
2024-10-1016 minMoving Markets25 or 50 bps? That is the questionMarkets are eagerly anticipating a rate cut from the US Federal Reserve this week. We only have to wait until Wednesday to find out whether they opt for 25 or 50 basis points. Ahead of this, US stock markets rallied. European markets also advanced after the ECB cut rates on Thursday. Asian markets are a little more mixed after disappointing Chinese data and the upcoming Bank of Japan meeting on Friday. Markus Wachter joins the show today to provide the technical viewpoint on, amongst other things, precious metals.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by...
2024-09-1611 min
The Twin Therapists Podcast“I got dat dawg in me” type of therapySend us a textDiscover the intriguing world of collegiate student-athletes versus non-athletes and hear how "NARPs" navigate their academic lives differently. We dive into the therapeutic magic of Dungeons & Dragons, exploring how this innovative approach is transforming therapy sessions and even gaining traction among faculty members.Finally, we tackle the playful yet real struggles of parenting, from financial hurdles to the chaos of youth sports. Laugh along as we share anecdotes about coaching toddler soccer teams and preserving precious family memories through videos and pictures. We also discuss the resilience needed in both athletic...
2024-08-301h 06
Le Basket Lab (NBA Podcast)E285 - Bilans 2024 : New York Knicks !Suite de nos Bilans 2024 aujourd'hui !A travers notre format habituels des "10 stats de la saison" : bilan en 10 statistiques ou points clé de la campagne de chaque équipe NBA, individualité, collectif, force, faiblesse, tendance, et plein d'autres !Aujourd'hui : les New York Knicks ! Jalen Brunson le magnifique, la saison incroyable d'Isaiah Hartenstein, le retour de la défense à la Thibodeau, le cas Mitchell Robinson, comment retrouver de la création offensive, la valeur de Julius Randle, Miles McBride et Precious Achiuwa, et bien plus !Pour cela c'est François Damien Phalip aka FD (@fd_phalip7) de Qi B...
2024-08-131h 33
Knicks Film SchoolKFS POD | Summer News Catchup & The Latest on Extension Eligible Julius RandleIn this episode, Jon & Jeremy are back together again to catch on several different Knicks headlines that have occurred since they last recorded before a lengthy conversation about the now extension eligible Julius Randle & the internal dilemma potentially going on within the organization.Watch the video version of this podcast on our YouTube channel!FOLLOW MACRI - @JCMacriNBAFOLLOW JEREMY - @TheCohencidenceFOLLOW GMAC - @AndrewJClaudio_CHECK OUT THE KFS MERCH STORE!RUNDOWN:6:50 - Knicks Sign Cam Payne; Will Begin Behind Tyler Kolek In Rotation
2024-08-051h 07Moving MarketsHas the market rotation hit a turning point?The sell-off in large-cap tech companies seemed to have found a pause yesterday, with a Magnificent 7 ETF rising for the second day in a row. This week’s earnings reports from major US tech firms will be crucial in determining whether they can bounce back from last week’s losses. Meanwhile, in fixed income, companies are scrambling to secure funding ahead of this week’s pivotal central bank meetings. On today’s show, we’re joined by Tim Gagie, Head of FX & PM Solutions in Geneva, who sheds some light on the recent turbulence in precious metals and the significan...
2024-07-3016 minMoving MarketsRotation continues ahead of key US inflation dataBeyond the dominant theme of investors rotating out of technology and into small-cap stocks, another interesting trend has emerged: a shift from growth stocks to value stocks. Meanwhile, despite a widespread decline in business confidence across the eurozone, some upbeat earnings reports have managed to stand out. In the Asia-Pacific region, markets largely rebounded today, although Taiwan was a notable exception. Joining today’s show is Tim Gagie, Head of FX & Portfolio Management Solutions in Geneva, who shares his insights on a potential carry trade unwind and the key drivers behind precious metals markets this week.00:00 Introduction by...
2024-07-2612 minThe Twin Therapists PodcastImagining a Competitive Therapist Ranking SystemSend us a textWe dive into the world of therapy, exploring the challenges therapists face with diverse client issues and the commercialization of therapy. We debate the fine line between psychotherapy and conversational support, pondering how to tailor care to match client needs. Finally, we propose a competitive "therapy bracket" system to rank therapists, drawing comparisons to sports rankings and suggesting this could drive professional growth. Wrapping up, we reflect on the precious "garbage time" with family, drawing insightful parallels to our therapist ranking proposal. If you have any questions about any counseling related t...
2024-07-0954 min
The HoopsHype Podcast with Michael ScottoKnicks Rumors: Jalen Brunson, Julius Randle, OG Anunoby, Isaiah Hartenstein, Tom Thibodeau, Free Agency, NBA DraftReporting on the extension chances for Jalen Brunson, Julius Randle, and coach Tom Thibodeau, the free agent markets for OG Anunoby, Isaiah Hartenstein, and Precious Achiuwa, Bojan Bogdanovic’s future, and who New York could take in the NBA Draft.
2024-06-1737 minMoving MarketsWall Street diverges on bad tech newsYesterday’s weaker-than-expected US GDP data helped to boost rate cut expectations by the Fed and bring yields down from their highs. And while equity markets in Europe and Asia gained, tech stocks in the US came under selling pressure. Disappointing earnings data and US officials reviewing licenses to chipmakers for shipments to the Middle East pulled the sector down. Tim Gagie, Head of FX & PM Solutions Geneva, talks about the importance of central bank meetings in the coming weeks, recent developments in precious metals and why he thinks the recent CHF strength will only be temporary.00:00 In...
2024-05-3111 minThe Twin Therapists PodcastPressed for timeSend us a textEver wondered how a therapist keeps their ducks in a row with a calendar that has a mind of its own? Buckle up for a whirlwind tour through the organized chaos that is managing a private practice. We wax nostalgic and share a few chuckles over the romanticism of paper schedules and the gritty reality of digital tools, with a nod to my trusty preference for the hands-on method. From the dance of scheduling to the symphony of rescheduling, we peel back the curtain on the personal touch that keeps our clients at...
2024-05-2246 minMoving MarketsA great week for equities … and the show’s set to continueEquity 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 Kong’s equity benchmark however climbed to its highest level since August 2023. With oil prices moving sideways and precious metals moving higher, our Head of Technical Analysis, Mensur Pocinci, explains what this traditionally means for equity markets, whilst also covering his outlook for other asset clas...
2024-05-1312 minBeyond MarketsThe rise and rise of goldThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts As gold prices hit record highs, we are joined in the studio by Carsten Menke, Head of Next Generation Research, and Chris Irwin, Head of FX and Precious Metals Trading Asia, to discuss the causes and consequences o...
2024-04-2415 min
ESPN New York Podcasts (Clips)Larry Hardesty Hour 1: The Emergence of Precious AchiuwaLarry analyzes the emergence of Precious Achiuwa on the Knicks. What adjustments will be made when Julius Randle, OG Anunoby and Mitchell Robinson come back? And what could the Jets get in a Zach Wilson trade? Learn more about your ad choices. Visit podcastchoices.com/adchoices
2024-03-1048 minMoving MarketsGlobal 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 min
The Knicks Take PodcastThe Knicks Win After Rout in All Star Weekend | Episode 77Please visit us at KnicksTake.com for exclusive merchandise, videos, and more
Knicks basketball returns after All Star Weekend as the Knicks faced off against the Philadelphia 76ers. French and Jah So Focused discuss the outcome of that matchup, but not before covering the NBA All Star Weekend. Jalen Brunson & Jacob Toppin were a part of the festivities as the two Knicks representatives. The topic featured post-All Star Break is: "What do we do about All Star break?" The brothers also discuss what to do about the Slam Dunk contest. Also, Julius Randle speaks on his injury, and Kevin...
2024-02-271h 02
RotoWire Fantasy Basketball PodcastPost-Deadline Waiver Wire Report, Adds/Drops, Best Streamers + Live Fantasy Q&ANick Whalen and Alex Barutha recap a big weekend on the waiver wire before diving right into live viewer/listener questions.0:00: Intro3:00: Post-deadline waiver wire adds/drops9:45: Hornets (Micic, Tre Mann)15:30: Wendell Carter, Josh Green, Santi Aldama17:40: Chris Paul18:40: Drop Brooks/Bagley to pick up Ausar Thompson?20:55: Dosunmu vs. Keyonte George22:30: Dyson Daniels injury (Trey Murphy, Herb Jones)24:50: Herb Jones, Tim Hardaway Jr.26:00: Caleb Martin, Jaime Jaquez28:30: Tre Mann, Malik Beasley30:40: Markkanen + DiVincenzo for Booker?
2024-02-121h 16Beyond Markets2023: Year in reviewThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Dominique Maire (Head Equity and Fixed Income Investment Management) and Chris Irwin (Head FX and Metals Trading Asia Pacific) review how stocks, bonds and the precious metal markets performed in 2023. They discuss their investment preferences for 2024 including i...
2023-12-2526 minMoving MarketsEquities continue to rally as Chinese data disappointsAs US Treasuries steady and investors anticipate a peak in interest rates, US equity markets advanced for the eighth straight session. And the latest Chinese CPI data hints at low-for-longer growth expectations in China. Carsten Menke, Head of Next Generation Research, shares his thoughts on the gold market’s reaction to the current geopolitical shock and the outlook for the precious metal.00:00 Introduction by Helen Freer (Investment Writing)00:21 Markets wrap-up by Jonti Warris (Investment Writing)04:55 Gold update by Carsten Menke (Head of Next Generation Research)09:17 Closing remarks by Helen Freer (Investment Writing)...
2023-11-0910 minMoving MarketsGeopolitics dominates market movesMounting tensions in the Middle East and fears over elevated bond yields have sent markets into risk-aversion mode, as investors also try to decipher clues from the Fed around rates staying higher for longer. Yesterday, stocks came under pressure and oil gained as Iran stepped up its rhetoric against Israel. As investors flee to safe havens amid escalating geopolitics, Tim Gagie, Head of FX & PM Solutions in Geneva, shares his thoughts on the main beneficiaries in currencies and precious metals.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up by Jonti Warris (Investment Writing)06:22 FX and...
2023-10-1912 min
Data Never LieEP02: GA4 & GTM: Interview with Julius FedoroviciousLadies and Gentleman, please welcome to Data Never Live - Lounge Talks to Mr. Julius Fedorovicius!Julius is the founder of Analytics Mania, a place where you can find everything related to guides, documentations and much more about Google Analytics and Google Tag Manager.He is also the founder of the biggest GA4 and GTM community in Facebook and one of the major point of reference WorldWide when talking about Analytics and Data.In this episode we asked Julius what his points of view are on the current world of analytics, how artificial intelligence...
2023-10-1714 minMoving MarketsUS CPI nudges higher as ECB mulls a hike or pauseFollowing yesterday’s US inflation data, which came in marginally higher than expectations, today it’s the turn of the European Central Bank to decide whether the unprecedented surge in eurozone inflation has fallen enough to warrant a pause in its tightening cycle. Our Head of Equity Strategy, Mathieu Racheter, shares his insights into the European and US equity market dynamics. And Tim Gagie, Head of FX & PM Solutions Geneva, provides an update on currencies and precious metals.00:00 Introduction by Helen Freer (Investment Writing)00:37 Markets wrap-up by Jonti Warris (Investment Writing)06:08 Equities: Eurozone vs U...
2023-09-1414 minMoving MarketsAsia-Pacific markets lower on fresh concerns over China's shadow banking sectorAsia Pacific markets are trading lower this morning after reported liquidity concerns at one of China's largest private wealth managers. A team at Goldman Sachs are expecting interest rate cuts by the Federal Reserve by the end of June next year. Markus Wachter from the Technical Analysis Research team provides a technical insight on oil, precious metals and US and European stocks.00:14 Introduction by Helen Freer (Investment Writing)00:43 Markets wrap-up by Alexander Petersen (Investment Writing)04:05 Technical Analysis update by Markus Wachter (Technical Analysis Research)08:12 Closing remarks by Helen Freer (Investment Writing)
2023-08-1409 minMoving MarketsMarkets calm amid geopolitical tensionsMarkets are eerily calm this morning following the dramatic end to an armed uprising in Russia. This week marks the last week of trading for the first half of the year, so the first conclusions will be drawn with regard to market performance this year. The headlines this week are likely to include the ECB’s Bank Forum in Sintra, the release of the Fed’s favourite inflation gauge (the Personal Consumption Expenditures deflator), and the US bank stress tests. Mensur Pocinci, Head of Technical Analysis, joins today's episode to explain the technical patterns in precious metals.00:14 Intr...
2023-06-2609 min
2023-06-0518 minMoving MarketsEquity markets advance ahead of US core PCE deflatorGlobal equities advanced yesterday, and investors are now turning their focus to tomorrow’s core PCE deflator data. The Bank of England has warned that the UK financial system urgently needs to be made more resilient. Nicolas Jordan from CIO & Strategy Analysis provides us with the latest from the Julius Baer Investment Committee. And we have an update from Tim Gagie, our Head of FX&PM Solutions in Geneva, on forex and precious metals00:14 Introduction by Mike Rauber (Investment Writing)00:39 Markets wrap-up by Jonti Warris (Investment Writing)04:21 News from the Investment Committee by Ni...
2023-03-3012 min
The Competitive Edge Podcast: Fatherhood | Fitness | FocusEP 13 | Julius Jeter: Spartan Stadion/DEKA Fit Podium Athlete / Be Better Every Day & Always Keep LearningEpisode 13 Today we have a super-devoted dad athlete with us, Mr. Julius Jeter: Father to his 11-year-old daughter He is from the DC Metro Region 39 years old and works as an experienced Project Manager He earned a podium spot as 3rd place in his AG at the Fenway Stadion 2021 but most recently just got the AG Deka Fit podium in Knoxville He recently got injured and his race schedule got derailed.. He will be sharing his journey getting back on track and also how he incorporates the MAMBA mentality fro...
2023-03-181h 16
Puttin' On Airs46 - Eatin' Weird Stuff and Julius Caesar pt 2Gather round the table Airheads; this week we discuss a love shared by fancy and trash alike: eatin WILD sh*t. From tortured precious birds to souse meat, there's a lot to cover. Then, Professor Cho wraps up the subject of the hittinest Roman feller of all time: Julius Caesar. TraeCrowder.com for tickets to come see us… Patreon.com/TraeCrowder PartTimeFunnyMan.com This episode is brought to you by: BLUECHEW - Bluechew gives you confidence in bed every time. Visit BlueChew.com and get your FIRST ORDER FREE!!! wh...
2023-02-101h 34Moving MarketsSpecial episode: Currency mattersHosted 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 interest rates and economic data releases on currencies and whether investors should consider hedging their portfolios.Our regular show that starts with daily market news returns on Monday 9th January.
2022-12-2805 minMoving MarketsBoE expected to follow the Fed with jumbo rate hikeYesterday evening saw all eyes once again on the US Federal Reserve, when it announced its fourth consecutive rate hike of 0.75%. Today is the Bank of England’s turn, and it is expected to follow suit. We hear from David Meier, Senior Economist, with his thoughts on the outcome of yesterday’s FOMC meeting, from Carsten Menke, Head of Next Generation Research, on precious metals, and from Nicolas Jordan, CIO Strategy and Investment Analysis, with an update on the latest Investment Committee discussions.00:09 Introduction and markets wrap-up by Jonti Warris (Investment Writing)04:11 FOMC meeting by Davi...
2022-11-0314 minBeyond MarketsWhat’s wrong with Gold?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts What a year it has been! Financial markets have swung from all-out bullishness to maximum bearishness. Most asset classes equities, bonds, crypto-coins, commodities (except for energy) have all fallen by a fifth or more from their peaks. T...
2022-10-2618 min