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Moving Markets

Julius Baer
Bitcoin
European Central Bank
Asian Markets
Gold
China
Apple
Federal Reserve
Equity Markets
US Inflation
National People's Congress
S&P 500
US Federal Reserve
Tesla
Japanese Yen
US Equities
US CPI Data
Bond Markets
Monetary Policy
US Inflation Data
Currencies

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

PublishesDailyEpisodes962Founded4 years ago
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Latest Episodes

Oil fell the most in nearly six years, while stocks surged after the US and Iran agreed to a two-week ceasefire just hours before a Trump-imposed deadline, giving markets a brief respite from Middle East–driven turbulence. Asian equity markets jumped... more

Equity gains on Monday were modest and fragile. Risk appetite is fading as investors focus on President Trump’s deadline, rising oil prices, and Middle East tensions. Strong US payrolls on Friday contrast with weaker services employment and rising in... more

Despite a significant selloff following the outbreak of conflict in the Middle East, global emerging market equities have demonstrated a surprising degree of resilience. What explains this contained drawdown, and how should investors differentiate ac... more

In his highly anticipated address to the nation, President Trump dashed hopes of a swift resolution to the conflict with Iran, announcing that the US would ‘hit Iran very hard’ in the coming weeks. Markets reacted immediately: stocks reversed earlier... more

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Recent Guests

Nenad Dinic
Emerging Markets Strategist at Julius Baer
Julius Baer
Episode: The View Beyond: The continued resilience of emerging market equities
Dario Messi
Fixed income analyst
Julius Baer
Episode: Equity markets finish a turbulent March with a solid rebound
David Kohl
Chief Economist
Julius Baer
Episode: Central banks keeping calm and carrying on as Gulf tensions escalate
Jan Bopp
Julius Baer
Episode: Choppy trading persists as rate jitters and Middle East risks collide
Afonso Borges
From Fixed Income Research
Episode: Markets hold steady despite Middle East tensions
Damien Ng
Genomics and biotech funding researcher
Next Generation Research
Episode: Oil jitters, NVIDIA’s big product presentation, Trump hits pause on China trip
Hong Hao
Renowned economist, managing partner and CIO of Lotus Asset Management
Lotus Asset Management
Episode: The View Beyond: The impact of the Iran war on Asia markets
Yves Klenk
Head of Client Coverage and Advisory
Julius Baer
Episode: The View Beyond: How are financial markets reacting to the strike on Iran?
Lucija Caculovic
Analyst
Julius Baer
Episode: Oil surge pulls equities lower and dampens rate-cut expectations

Hosts

Bernadette Anderko
Primary host and news briefing lead; guides segments and market updates
Jan Bopp
Host of market briefings and host of moving markets segments
Helen Freer
Host focusing on market updates and commentary including The View Beyond

Reviews

4.9 out of 5 stars from 93 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 Kingdoma year 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 States2 years ago

Listeners Say

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

Professionally produced daily market updates are highly useful for quick read on markets.
Transcripts are occasionally missed, but content remains strong.
Guest expertise adds macro and regional color that improves decision-making.

Chart Rankings

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Talking Points

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The View Beyond: Energy markets and the economic outlook amid the ongoing war in the Middle East
Q: What should investors be watching right now?
Investors should monitor energy supply restoration timelines, rerouting efficiency, refinery margins, and tanker rates, while positioning to re-enter rotations at favorable entry points as the energy market moves toward the anticipated normalization path in Q2 and beyond.
The View Beyond: Energy markets and the economic outlook amid the ongoing war in the Middle East
Q: What are the base case and other scenarios for oil prices and the broader economy?
The base case mirrors prior geopolitical episodes: a price peak followed by a gradual easing over six months, with normalization later in the year; a more chaotic scenario could stress financial markets and trigger hawkish central bank actions, but lasting demand destruction is unlikely in the near term; a worst-case would require substantial infrastructure damage and a sustained export barrier.
The View Beyond: Energy markets and the economic outlook amid the ongoing war in the Middle East
Q: How realistic is it that oil could be rerouted through alternative channels?
Very realistic: alongside Saudi Arabia's East-West pipeline and a Gulf of Oman link, there are additional outlets from Iraq toward the Mediterranean, and these routes have ramped up surprisingly quickly, helping to alleviate the initial supply shock though crude-heavy routes may not fully offset product shortages.
The View Beyond: Energy markets and the economic outlook amid the ongoing war in the Middle East
Q: Could you outline for us, firstly, Norbert, where we stand at the moment? Things are changing so quickly.
The crisis is redefining risk with many unknowns, but we observe limited damage to critical energy infrastructure and early signs of rerouting, with a supply disruption around 10% that could widen or narrow as routes adjust; storage buffers and alternative pipelines are mitigating the impact, while the timing of Hormuz reopening will be crucial for longer-term normalization.
The View Beyond: The continued resilience of emerging market equities
Q: What factors underpin Julius Baer's continued confidence in emerging markets going forward?
Expected earnings growth across EM regions in 2026, a weaker dollar, anticipated Fed cuts, and an AI-driven structural tailwind particularly for Asia collectively support a constructive long-term outlook for EM equities.

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?

This program delivers concise, market-focused updates with a heavy emphasis on energy, macroeconomics, and geopolitical risk, anchored by timely commentary from in-house Julius Baer researchers and market analysts. Episodes frequently feature discussions on oil volatility, central bank policy signals, and currency and fixed income dynamics, often weaving in technical analysis and regional context from guest analysts to translate price action into portfolio implications. A distinctive element is the recurring use of subject-matter experts to provide macro context and actionable insights for investors navigating volatile markets and geopolitical risk, making it especially useful for traders and portfolio managers seeking pragmatic positioning... more

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Which podcasts are similar to Moving Markets?

These podcasts share a similar audience with Moving Markets:

1. The Markets
2. UBS On-Air: Market Moves
3. At Any Rate
4. Global Data Pod
5. Making Sense

How many episodes of Moving Markets are there?

Moving Markets launched 4 years ago and published 962 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. Nenad Dinic
2. Dario Messi
3. David Kohl
4. Jan Bopp
5. Afonso Borges
6. Damien Ng
7. Hong Hao
8. Yves Klenk

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