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Moving Markets

Julius Baer
Gold
Oil
Federal Reserve
Artificial Intelligence
Silver
China
S&P 500
United States
NVIDIA
Financial Markets
Japan
Precious Metals
US Dollar
Oil Prices
Semiconductors
Bitcoin
Iran
Inflation
Central Banks
Europe

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

PublishesDailyEpisodes1056Founded4 years ago
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Artwork for Moving Markets

Latest Episodes

In just one week, the US Federal Reserve, the Bank of England and the Bank of Japan all chose to hold interest rates steady, yet none of the decisions were unanimous, and of course, the Fed's new Chair is now steering away from forward guidance altog... more

US stocks staged a rally yesterday following Wednesday’s post-Fed sell-off. Microsoft and semiconductors definitely helped to drive the gains. And the pattern continued in Asia this morning with South Korea’s Kospi up 18% in its session. Central bank... more

Markets reacted sharply after a divided US Federal Reserve opted to leave interest rates unchanged yesterday. The decision triggered a notable steepening of the Treasury yield curve, with 2-year yields edging lower while 30-year yields moved material... more

A sharp market rotation took centre stage on Tuesday as investors moved out of chipmakers and into healthcare and financial stocks, pushing both sectors to fresh record highs. Even blockbuster results from AI memory leader SK Hynix failed to ease con... more

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Recent Guests

Mensur Pocinci
Head of Technical Analysis Research
Julius Baer
Episode: US-Iran escalation shakes markets ahead of earnings
Dave Meier
Chief Currency Strategist
Julius Baer
Episode: The View Beyond: What does the political reset in the UK mean for sterling and UK bonds?
Matthieu Racheter
Head of Equity Strategy Research
Julius Baer
Episode: Semi sell-off and US-Iran escalation test market resilience
Mark Matthews
Head of Research Asia for Julius Baer
Julius Baer
Episode: The View Beyond: Will the 4th of July party continue for US markets?
Eirini Tsekeridou
Fixed Income Research Analyst
Julius Baer
Episode: Winners and losers of Q2 2026
Richard Tang
Equity markets analyst for Asia
Julius Baer
Episode: US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan
Yves Klenk
Head of Client Coverage and Advisory
Julius Baer
Episode: The View Beyond: An investor's perspective of the mid-year outlook 2026
David Kohl
Chief Economist
Julius Baer
Episode: The View Beyond: An investor's perspective of the mid-year outlook 2026
Enrico Chinello
From Next Generation Research team
Julius Baer
Episode: Markets rally on Iran progress as AI price war heats up

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

4.9 out of 5 stars from 99 ratings
  • Great daily mkt wrap

    Among the best markets daily markets I have seen

    Apple Podcasts
    5
    Messo5
    Switzerland2 months ago
  • 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

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

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Talking Points

Recent interactions between the hosts and their guests.

Cooler US inflation data boosts markets
Q: What does the fixed income outlook look like given the current data?
The softening inflation readings support a higher hurdle for further rate hikes, so portfolios may benefit from gradually adding duration exposure while monitoring wage dynamics and second-round effects.
Cooler US inflation data boosts markets
Q: How did the earnings season influence market sentiment in Europe and the US?
US banks beat expectations with strong trading and capital strength boosting sentiment, while Europe showed solid earnings growth overall but with underlying strength concentrated in energy and cyclical sectors, suggesting a cautious but improving outlook.
Cooler US inflation data boosts markets
Q: What was the key takeaway from the US inflation data for the Fed's policy path?
The data suggested inflation is easing, which supports a more cautious approach by the Fed and keeps the door open for maintaining rates unchanged in the near term, though the market still prices in some policy tightening later in the year.
Burnham's debut, bond market jitters and the future of AI in BioPharma
Q: What does this all mean for investors then?
AI is a long-duration, productivity-focused trend in biopharma; near-term benefits come from R&D efficiency and smarter capital use, with long-term upside depending on improved clinical outcomes and the ability to convert AI-discovered assets into commercially viable drugs.
Burnham's debut, bond market jitters and the future of AI in BioPharma
Q: What does this tell us about the future of innovation and investment?
AI in biopharma is accelerating discovery and enabling more candidate compounds, but ultimate clinical success still hinges on biology; partnerships, data, and execution will drive value, while large pharma with regulatory know-how and global capabilities are best positioned to scale AI-driven discoveries.

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. The Markets
2. Thoughts on the Market
3. UBS On-Air: Market Moves
4. Exchanges
5. Making Sense

How many episodes of Moving Markets are there?

Moving Markets launched 4 years ago and published 1056 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Moving Markets?

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What guests have appeared on Moving Markets?

Recent guests on Moving Markets include:

1. Mensur Pocinci
2. Dave Meier
3. Matthieu Racheter
4. Mark Matthews
5. Eirini Tsekeridou
6. Richard Tang
7. Yves Klenk
8. David Kohl

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