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Moving Markets

Julius Baer
Gold
Federal Reserve
Oil
S&P 500
Silver
Artificial Intelligence
China
Nvidia
Japan
Financial Markets
Precious Metals
US Dollar
Oil Prices
Bitcoin
United States
Central Banks
US Government Shutdown
Inflation
Iran
European Central Bank

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients. T... more

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Artwork for Moving Markets

Latest Episodes

Equity markets are facing renewed pressure as investors question whether AI-driven stocks, particularly semiconductors, can sustain their remarkable rally. All eyes are on Micron, set to report earnings after today’s close in New York, for clues on t... more

Markets reacted cautiously after the US granted Iran a temporary 60‑day licence to sell oil in USD. Euro area consumer confidence remained weak in June, and pressure on Hermès weighed on luxury stocks. In the UK, Sir Keir Starmer’s resignation adds t... more

Progress in US–Iran talks in Switzerland helped ease geopolitical concerns. And while positive momentum in Asian tech lifted regional markets, European and US equity futures have started the week on a more cautious footing. Mensur Pocinci, Head of Te... more

Against a shifting macro backdrop, markets are responding to easing geopolitical tensions following a US-Iran peace deal, with oil prices falling sharply and Asian equities rallying. Within China, however, a stark divergence persists: Hong Kong’s “ol... more

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Recent Guests

Enrico Chinello
From Next Generation Research team
Julius Baer
Episode: Markets rally on Iran progress as AI price war heats up
Mark Matthews
Head of Research in Asia
Julius Baer
Episode: The View Beyond: Our mid-year outlook for markets
Christian Gattiker
Head of Research
Julius Baer
Episode: The View Beyond: Our mid-year outlook for markets
Christopher Irwin
Head of FX and precious metals trading, Asia
Julius Baer
Episode: The View Beyond: Waiting for the gold rally to resume
David Meier
Currency Strategist at Julius Baer
Julius Baer
Episode: The View Beyond: From petrodollars to a new world order?
Bence Boldvai
Zurich FX and precious metal sales team member
Julius Baer
Episode: Markets steady despite weak data and geopolitical crosscurrents
Hong Hao
Renowned economist, managing partner and CIO of Lotus Asset Management
Lotus Asset Management
Episode: The View Beyond: Reading between China’s headline indices
Maximiliano Ranieri
Head of Structured Products Solutions Sales Team in Geneva
Julius Baer
Episode: The View Beyond: How can structured products help navigate current markets?
Yves Klenk
Head of Client Coverage and Advisory at Julius Baer
Julius Baer
Episode: The View Beyond: How can structured products help navigate current markets?

Hosts

Ayako Lehmann
Host of Moving Markets
Bernadette Anderko
Host of Moving Markets show
Mike Rauber
Market news co-host / Host of Moving Markets

Reviews

4.8 out of 5 stars from 97 ratings
  • Awesome review of financial markets

    Podcast Addict
    5
    cougar
    a year ago
  • Best daily financial markets update

    A very comprehensive and professional daily update on what is going on in financial markets. Love it!

    Apple Podcasts
    5
    Jinc82
    Switzerlanda year ago
  • A staple of my morning routine.

    I love listening to this in the morning. It gives me thoughts on how to prepare my trading day.

    Apple Podcasts
    5
    steparko23
    United Kingdom2 years ago
  • Market Insights

    Really great professional approach every time but lacks a little less now what’s happened to the transcript ?

    Apple Podcasts
    3
    Fossil Tradesman
    United Kingdom2 years ago
  • Top Notch

    Excellent data and well delivered. Love the upload schedule. Keep up the good work. $VGSH for 2024-2025 returns. 🤫

    Apple Podcasts
    5
    Onceisaidthis
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality data-driven updates and expert context.
Clear, concise market color with actionable takeaways for traders and investors.
Strong host/guest balance, though transcripts sometimes missing in some episodes.
Reliable AI and macro themes anchoring discussions, with timely coverage of market-moving events.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Markets rally on Iran progress as AI price war heats up
Q: What's driving the potential price war in AI between OpenAI and Anthropic?
The shift in momentum toward enterprise-focused revenue, different business models, and the leverage of unit economics at scale are driving aggressive pricing to win enterprise customers, with the expectation that enterprise spend will be the main margin driver even as consumer usage remains discounted.
Fragile ceasefire meets IPO revival
Q: So after years of hibernation, how would you describe the current state of the IPO market?
The IPO market has reawakened and is displaying robust activity, with a wide pipeline of major private companies potentially moving to public markets, supported by buybacks and a more selective investor stance favoring credible profitability and valuations.
From record highs to a reality check – Julius Baer Group CIO Yves Bonzon on markets
Q: What is your outlook for oil in the near term given the supply dynamics and trade tensions?
The base case assumes gradual improvement in trade and storage dynamics, with a potential deal or pragmatic arrangements easing near-term pressure, but a re-escalation or sustained tension could push prices higher if supply constraints reappear later in the year.
From record highs to a reality check – Julius Baer Group CIO Yves Bonzon on markets
Q: What is driving the current market mood, given the geopolitics and AI development cycle?
Markets are being pulled by the dual forces of geopolitical risk in the Middle East and a still-robust AI capital expenditure cycle, which together are sustaining upside in some tech and energy sectors while adding volatility to overall risk sentiment.
Who will be the next trillion-dollar tech giant?
Q: What is the outlook for emerging markets amid AI-driven concentration in tech?
Even with concentration in AI, EM earnings growth remains solid, and diversification benefits persist due to broader macro and domestic demand drivers, supported by a softer dollar.

Audience Metrics

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Frequently Asked Questions About Moving Markets

What is Moving Markets about and what kind of topics does it cover?

Concise daily market updates paired with deeper weekly context on themes shaping markets, including macro drivers, policy, commodities, and AI-driven investing. Episodes blend quick data-driven briefings with expert perspectives from Julius Baer researchers and traders, offering practical takes on asset class nuances, geopolitical risk, and sector themes. Noteworthy is the consistent emphasis on AI-related investing, macro narratives, and cross-asset analysis, making it useful for listeners who want fast market color plus strategic context for potential investment decisions or sponsorship alignment with a research-led, finance-focused show.

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Which podcasts are similar to Moving Markets?

These podcasts share a similar audience with Moving Markets:

1. At Any Rate
2. The Markets
3. Bloomberg Surveillance
4. Thoughts on the Market
5. UBS On-Air: Market Moves

How many episodes of Moving Markets are there?

Moving Markets launched 4 years ago and published 1024 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Moving Markets?

Recent guests on Moving Markets include:

1. Enrico Chinello
2. Mark Matthews
3. Christian Gattiker
4. Christopher Irwin
5. David Meier
6. Bence Boldvai
7. Hong Hao
8. Maximiliano Ranieri

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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