# Moving Markets

Page: https://stenobird.com/podcast/moving-markets-5478198
Text version: https://stenobird.com/podcast/moving-markets-5478198.md
RSS feed: https://feeds.transistor.fm/moving-markets
Official site: http://www.juliusbaer.com
Author: Adventurous Media
Episodes: 1051

## Resource

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. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198
Markdown: https://stenobird.com/podcast/moving-markets-5478198.md

## Episodes
- [The View Beyond: Implications of a warmer world](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-implications-of-a-warmer-world) — 2026-07-25T05:30:00+00:00
- [Markets on edge: rising oil, higher yields and the AI spending debate](https://stenobird.com/podcast/moving-markets-5478198/markets-on-edge-rising-oil-higher-yields-and-the-ai-spending-debate) — 2026-07-24T06:42:57+00:00
- [Oil prices rise on escalating geopolitical tensions](https://stenobird.com/podcast/moving-markets-5478198/oil-prices-rise-on-escalating-geopolitical-tensions) — 2026-07-23T06:47:55+00:00
- [Geopolitics lifts oil, tariffs return, and markets look to earnings](https://stenobird.com/podcast/moving-markets-5478198/geopolitics-lifts-oil-tariffs-return-and-markets-look-to-earnings) — 2026-07-22T06:59:02+00:00
- [Burnham's debut, bond market jitters and the future of AI in BioPharma](https://stenobird.com/podcast/moving-markets-5478198/burnham-s-debut-bond-market-jitters-and-the-future-of-ai-in-biopharma) — 2026-07-21T06:57:25+00:00
- [Chip stocks enter bear market: healthy consolidation or change in trend?](https://stenobird.com/podcast/moving-markets-5478198/chip-stocks-enter-bear-market-healthy-consolidation-or-change-in-trend) — 2026-07-20T06:48:23+00:00
- [The View Beyond: China after the AI correction](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-china-after-the-ai-correction) — 2026-07-18T00:02:00+00:00
- [Markets under pressure: gold, sterling and the search for safety](https://stenobird.com/podcast/moving-markets-5478198/markets-under-pressure-gold-sterling-and-the-search-for-safety) — 2026-07-17T06:51:25+00:00
- [Earnings strength versus AI volatility and commodity jitters](https://stenobird.com/podcast/moving-markets-5478198/earnings-strength-versus-ai-volatility-and-commodity-jitters) — 2026-07-16T07:09:49+00:00
- [Cooler US inflation data boosts markets](https://stenobird.com/podcast/moving-markets-5478198/cooler-us-inflation-data-boosts-markets) — 2026-07-15T07:01:53+00:00
- [Oil jumps, yields rise and US banks kick off earnings](https://stenobird.com/podcast/moving-markets-5478198/oil-jumps-yields-rise-and-us-banks-kick-off-earnings) — 2026-07-14T06:48:11+00:00
- [US-Iran escalation shakes markets ahead of earnings](https://stenobird.com/podcast/moving-markets-5478198/us-iran-escalation-shakes-markets-ahead-of-earnings) — 2026-07-13T06:53:02+00:00
- [The View Beyond: What does the political reset in the UK mean for sterling and UK bonds?](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-what-does-the-political-reset-in-the-uk-mean-for-sterling-and-uk-bonds) — 2026-07-11T05:00:00+00:00
- [Peace talk hopes boost global stocks](https://stenobird.com/podcast/moving-markets-5478198/peace-talk-hopes-boost-global-stocks) — 2026-07-10T06:57:01+00:00
- [Oil shock or short detour? Markets react to Middle East tensions](https://stenobird.com/podcast/moving-markets-5478198/oil-shock-or-short-detour-markets-react-to-middle-east-tensions) — 2026-07-09T06:49:59+00:00
- [Semi sell-off and US-Iran escalation test market resilience](https://stenobird.com/podcast/moving-markets-5478198/semi-sell-off-and-us-iran-escalation-test-market-resilience) — 2026-07-08T06:55:20+00:00
- [AI stocks lift Wall Street](https://stenobird.com/podcast/moving-markets-5478198/ai-stocks-lift-wall-street) — 2026-07-07T06:51:19+00:00
- [It looks like 1998, rather than 2000](https://stenobird.com/podcast/moving-markets-5478198/it-looks-like-1998-rather-than-2000) — 2026-07-06T07:05:25+00:00
- [The View Beyond: Will the 4th of July party continue for US markets?](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-will-the-4th-of-july-party-continue-for-us-markets) — 2026-07-04T05:00:00+00:00
- [Weak US jobs data and AI chip news shakes tech](https://stenobird.com/podcast/moving-markets-5478198/weak-us-jobs-data-and-ai-chip-news-shakes-tech) — 2026-07-03T06:50:12+00:00
- [Copper, chips and jobs: markets kick off the third quarter](https://stenobird.com/podcast/moving-markets-5478198/copper-chips-and-jobs-markets-kick-off-the-third-quarter) — 2026-07-02T06:51:13+00:00
- [Winners and losers of Q2 2026](https://stenobird.com/podcast/moving-markets-5478198/winners-and-losers-of-q2-2026) — 2026-07-01T06:52:27+00:00
- [Prospective peace talks in Doha soothe markets](https://stenobird.com/podcast/moving-markets-5478198/prospective-peace-talks-in-doha-soothe-markets) — 2026-06-30T06:45:27+00:00
- [US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan](https://stenobird.com/podcast/moving-markets-5478198/us-iran-de-escalation-and-south-korea-s-usd-1-3-trillion-spending-plan) — 2026-06-29T06:55:49+00:00
- [The View Beyond: An investor's perspective of the mid-year outlook 2026](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-an-investor-s-perspective-of-the-mid-year-outlook-2026) — 2026-06-27T05:00:00+00:00
- [Sticky inflation meets tech weakness](https://stenobird.com/podcast/moving-markets-5478198/sticky-inflation-meets-tech-weakness) — 2026-06-26T06:46:38+00:00
- [Micron's guidance boosts markets](https://stenobird.com/podcast/moving-markets-5478198/micron-s-guidance-boosts-markets) — 2026-06-25T06:50:40+00:00
- [Markets wobble: Is the AI rally running out of steam?](https://stenobird.com/podcast/moving-markets-5478198/markets-wobble-is-the-ai-rally-running-out-of-steam) — 2026-06-24T06:56:55+00:00
- [Tech sell-off drowns out US–Iran oil news](https://stenobird.com/podcast/moving-markets-5478198/tech-sell-off-drowns-out-us-iran-oil-news) — 2026-06-23T06:49:31+00:00
- [US and Iran agree on roadmap for final deal](https://stenobird.com/podcast/moving-markets-5478198/us-and-iran-agree-on-roadmap-for-final-deal) — 2026-06-22T06:44:32+00:00
- [The View Beyond: China’s old and new tech divide](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-china-s-old-and-new-tech-divide) — 2026-06-20T00:15:00+00:00
- [A week dominated by geopolitics and central banks](https://stenobird.com/podcast/moving-markets-5478198/a-week-dominated-by-geopolitics-and-central-banks) — 2026-06-19T06:56:59+00:00
- [Hawkish Fed, calmer world? Markets reprice as geopolitics shift](https://stenobird.com/podcast/moving-markets-5478198/hawkish-fed-calmer-world-markets-reprice-as-geopolitics-shift) — 2026-06-18T07:02:07+00:00
- [SpaceX overtakes Amazon in market cap](https://stenobird.com/podcast/moving-markets-5478198/spacex-overtakes-amazon-in-market-cap) — 2026-06-17T06:51:05+00:00
- [Markets rally on Iran progress as AI price war heats up](https://stenobird.com/podcast/moving-markets-5478198/markets-rally-on-iran-progress-as-ai-price-war-heats-up) — 2026-06-16T06:47:21+00:00
- [Markets surge as Iran and US agree to a deal](https://stenobird.com/podcast/moving-markets-5478198/markets-surge-as-iran-and-us-agree-to-a-deal) — 2026-06-15T07:03:17+00:00
- [The View Beyond: Our mid-year outlook for markets](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-our-mid-year-outlook-for-markets) — 2026-06-13T05:00:00+00:00
- [Middle East developments and SpaceX debut captivate markets](https://stenobird.com/podcast/moving-markets-5478198/middle-east-developments-and-spacex-debut-captivate-markets) — 2026-06-12T06:53:36+00:00
- [Markets under pressure: gold, rates, and rising tensions](https://stenobird.com/podcast/moving-markets-5478198/markets-under-pressure-gold-rates-and-rising-tensions) — 2026-06-11T06:50:07+00:00
- [Fragile ceasefire meets IPO revival](https://stenobird.com/podcast/moving-markets-5478198/fragile-ceasefire-meets-ipo-revival) — 2026-06-10T06:51:03+00:00
- [All about tech – from semiconductors to data centres](https://stenobird.com/podcast/moving-markets-5478198/all-about-tech-from-semiconductors-to-data-centres) — 2026-06-09T06:48:59+00:00
- [Tech sell-off widens as Asian markets dive](https://stenobird.com/podcast/moving-markets-5478198/tech-sell-off-widens-as-asian-markets-dive) — 2026-06-08T06:45:17+00:00
- [The View Beyond: Thoughts from our CIO on how to invest in a crisis](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-thoughts-from-our-cio-on-how-to-invest-in-a-crisis) — 2026-06-06T05:00:00+00:00
- [A reality check for AI?](https://stenobird.com/podcast/moving-markets-5478198/a-reality-check-for-ai) — 2026-06-05T06:50:23+00:00
- [From record highs to a reality check – Julius Baer Group CIO Yves Bonzon on markets](https://stenobird.com/podcast/moving-markets-5478198/from-record-highs-to-a-reality-check-julius-baer-group-cio-yves-bonzon-on-markets) — 2026-06-04T06:59:05+00:00
- [Who will be the next trillion-dollar tech giant?](https://stenobird.com/podcast/moving-markets-5478198/who-will-be-the-next-trillion-dollar-tech-giant) — 2026-06-03T06:51:14+00:00
- [Geopolitics push oil higher while AI momentum powers US markets](https://stenobird.com/podcast/moving-markets-5478198/geopolitics-push-oil-higher-while-ai-momentum-powers-us-markets) — 2026-06-02T06:41:38+00:00
- [Markets boosted by AI as they shrug off the lack of a deal](https://stenobird.com/podcast/moving-markets-5478198/markets-boosted-by-ai-as-they-shrug-off-the-lack-of-a-deal) — 2026-06-01T06:55:13+00:00
- [The View Beyond: Waiting for the gold rally to resume](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-waiting-for-the-gold-rally-to-resume) — 2026-05-30T05:00:00+00:00
- [US equities at all-time highs, while oil plunges in May](https://stenobird.com/podcast/moving-markets-5478198/us-equities-at-all-time-highs-while-oil-plunges-in-may) — 2026-05-29T06:48:07+00:00
- [Oil swings and AI soars: US markets hit new highs](https://stenobird.com/podcast/moving-markets-5478198/oil-swings-and-ai-soars-us-markets-hit-new-highs) — 2026-05-28T06:50:26+00:00
- [More chip makers join the USD 1 trillion market-cap club](https://stenobird.com/podcast/moving-markets-5478198/more-chip-makers-join-the-usd-1-trillion-market-cap-club) — 2026-05-27T06:43:27+00:00
- [AI rally meets weak consumers, and healthcare innovation](https://stenobird.com/podcast/moving-markets-5478198/ai-rally-meets-weak-consumers-and-healthcare-innovation) — 2026-05-26T06:51:37+00:00
- [The View Beyond: From petrodollars to a new world order?](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-from-petrodollars-to-a-new-world-order) — 2026-05-23T05:00:00+00:00
- [Markets steady despite weak data and geopolitical crosscurrents](https://stenobird.com/podcast/moving-markets-5478198/markets-steady-despite-weak-data-and-geopolitical-crosscurrents) — 2026-05-22T06:51:06+00:00
- [Stocks rally as oil prices and bond yields retreat on peace hopes and AI boost](https://stenobird.com/podcast/moving-markets-5478198/stocks-rally-as-oil-prices-and-bond-yields-retreat-on-peace-hopes-and-ai-boost) — 2026-05-21T06:54:52+00:00
- [Bond sell-off rattles markets ahead of Nvidia earnings](https://stenobird.com/podcast/moving-markets-5478198/bond-sell-off-rattles-markets-ahead-of-nvidia-earnings) — 2026-05-20T06:51:31+00:00
- [Markets caught between peace hopes and rising tensions](https://stenobird.com/podcast/moving-markets-5478198/markets-caught-between-peace-hopes-and-rising-tensions) — 2026-05-19T06:50:17+00:00
- [Yields surge, oil climbs: is a market reality check coming?](https://stenobird.com/podcast/moving-markets-5478198/yields-surge-oil-climbs-is-a-market-reality-check-coming) — 2026-05-18T06:52:01+00:00
- [The View Beyond: The AI story behind US equity highs](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-the-ai-story-behind-us-equity-highs) — 2026-05-16T05:00:00+00:00
- [US–China progress lifts markets, but rate concerns temper tech optimism](https://stenobird.com/podcast/moving-markets-5478198/us-china-progress-lifts-markets-but-rate-concerns-temper-tech-optimism) — 2026-05-15T06:45:08+00:00
- [Risk-off mood deepens as inflation and oil jolt markets](https://stenobird.com/podcast/moving-markets-5478198/risk-off-mood-deepens-as-inflation-and-oil-jolt-markets) — 2026-05-13T06:53:49+00:00
- [US tech rally continues while Europe lags and oil climbs](https://stenobird.com/podcast/moving-markets-5478198/us-tech-rally-continues-while-europe-lags-and-oil-climbs) — 2026-05-12T06:46:45+00:00
- [US equities up for six weeks in a row](https://stenobird.com/podcast/moving-markets-5478198/us-equities-up-for-six-weeks-in-a-row) — 2026-05-11T06:44:14+00:00
- [The View Beyond: Reading between China’s headline indices](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-reading-between-china-s-headline-indices) — 2026-05-09T00:32:00+00:00
- [Risk‑off mood returns as oil rebounds and uncertainty lingers](https://stenobird.com/podcast/moving-markets-5478198/risk-off-mood-returns-as-oil-rebounds-and-uncertainty-lingers) — 2026-05-08T06:45:41+00:00
- [Hints of a deal send stocks soaring](https://stenobird.com/podcast/moving-markets-5478198/hints-of-a-deal-send-stocks-soaring) — 2026-05-07T07:01:19+00:00
- [Semiconductors power markets to new all-time highs](https://stenobird.com/podcast/moving-markets-5478198/semiconductors-power-markets-to-new-all-time-highs) — 2026-05-06T06:42:15+00:00
- [‘Risk-off’ returns and big tech at a crossroads](https://stenobird.com/podcast/moving-markets-5478198/risk-off-returns-and-big-tech-at-a-crossroads) — 2026-05-05T06:48:17+00:00
- [All-time highs and US naval escorts](https://stenobird.com/podcast/moving-markets-5478198/all-time-highs-and-us-naval-escorts) — 2026-05-04T06:47:24+00:00
- [The View Beyond: How can structured products help navigate current markets?](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-how-can-structured-products-help-navigate-current-markets) — 2026-05-02T04:30:00+00:00
- [Fed divided, AI earnings diverging, oil ever higher](https://stenobird.com/podcast/moving-markets-5478198/fed-divided-ai-earnings-diverging-oil-ever-higher) — 2026-04-30T06:56:29+00:00
- [Markets eye Big Tech earnings & final Powell rate call](https://stenobird.com/podcast/moving-markets-5478198/markets-eye-big-tech-earnings-final-powell-rate-call) — 2026-04-29T06:43:17+00:00
- [Cautious markets, rising oil and the next phase of AI](https://stenobird.com/podcast/moving-markets-5478198/cautious-markets-rising-oil-and-the-next-phase-of-ai) — 2026-04-28T06:41:55+00:00
- [Risk back on? Earnings, central banks, and the next leg higher](https://stenobird.com/podcast/moving-markets-5478198/risk-back-on-earnings-central-banks-and-the-next-leg-higher) — 2026-04-27T06:51:06+00:00
- [The View Beyond: Private infrastructure - Resilience & growth amidst volatility](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-private-infrastructure-resilience-growth-amidst-volatility) — 2026-04-25T01:00:00+00:00
- [Diverging data and higher oil price keep markets cautious](https://stenobird.com/podcast/moving-markets-5478198/diverging-data-and-higher-oil-price-keep-markets-cautious) — 2026-04-24T06:52:34+00:00
- [Fragile ceasefire extension sees global rally peter out](https://stenobird.com/podcast/moving-markets-5478198/fragile-ceasefire-extension-sees-global-rally-peter-out) — 2026-04-23T07:02:18+00:00
- [Trump extends ceasefire unilaterally](https://stenobird.com/podcast/moving-markets-5478198/trump-extends-ceasefire-unilaterally) — 2026-04-22T06:51:03+00:00
- [Geopolitics weigh on markets as Middle East tensions rise again](https://stenobird.com/podcast/moving-markets-5478198/geopolitics-weigh-on-markets-as-middle-east-tensions-rise-again) — 2026-04-21T06:46:44+00:00
- [The View Beyond: When earnings meet geopolitics](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-when-earnings-meet-geopolitics) — 2026-04-18T04:30:00+00:00
- [Nasdaq on its best winning streak since 2009](https://stenobird.com/podcast/moving-markets-5478198/nasdaq-on-its-best-winning-streak-since-2009) — 2026-04-17T06:49:39+00:00
- [Bullish signs of a peace deal send stocks soaring](https://stenobird.com/podcast/moving-markets-5478198/bullish-signs-of-a-peace-deal-send-stocks-soaring) — 2026-04-16T06:54:18+00:00
- [Stocks closing in on record highs](https://stenobird.com/podcast/moving-markets-5478198/stocks-closing-in-on-record-highs) — 2026-04-15T06:46:22+00:00
- [Markets bounce back as deal hopes resurface](https://stenobird.com/podcast/moving-markets-5478198/markets-bounce-back-as-deal-hopes-resurface) — 2026-04-14T06:49:01+00:00
- [From ceasefire relief to risk‑off reality](https://stenobird.com/podcast/moving-markets-5478198/from-ceasefire-relief-to-risk-off-reality) — 2026-04-13T06:40:31+00:00
- [The View Beyond: What the fragile Middle East truce means for China](https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-what-the-fragile-middle-east-truce-means-for-china) — 2026-04-10T23:11:00+00:00
- [Ceasefire hopes lift markets as eyes turn to US inflation](https://stenobird.com/podcast/moving-markets-5478198/ceasefire-hopes-lift-markets-as-eyes-turn-to-us-inflation) — 2026-04-10T06:52:56+00:00

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